“The best option available regarding portfolio tracker apps. Integration (bank accounts, brokers, etc.), UX, excellent customer support. Definitely what I would recommend.”
“Does exactly what it says on the tin. The only simple solution I’ve found to keep track of accounts and investments across multiple currencies and geographies.”
“UI/UX is great, integrations are plenty, and it's very easy to use. Also, support is fantastic: very responsive and really cares (which is rare these days).
But Kubera is very rough around the edges: some integrations (LPL Financial) keep disconnecting, the automatic value for my car is unrealistic, and at one point the system lost some of the Net Worth historical data, so I had to reset it.
All in all, I like to keep using the product, but it most definitely needs some stabilization and improvement. I'm not getting as much value now (mostly, due to failing integrations) as I hoped I would.”
“Great product with all the features I was looking for to track my finances. The team behind the product is also very responsive to questions, feedback and feature requests.”
“Need more analysis tools and some additional charting. For example, I want to look at my individual funds and look at performance over different timeframes vs various benchmarks.”
“Kubera solved a problem that I had with regards to tracking my family’s finances. Every other product is focused on budgeting. The customer support is amazing and I have been happy with being able to see everything in one place. The reason I went with 4 stars rather than 5 is my frustrations with adoption of new mortgage connections. Due to no fault of Kubera, company sell/change service providers all the time and unfortunately I have not been able to get account connected for multiple months.
Two other features I would love to see added are better reports and potentially some projections based existing data.”
“Best platform I’ve used to track net worth. Simple to use and reliable. Support is incredibly responsive to questions. One simple fee and I don’t get inundated with financial planners looking to manage my portfolio. Highly recommend.”
“The ease of connecting to a variety of financial institutions across the world, the ease of grouping and tracking them and the concept of easier transfer later makes Kubera stand out. In addition, their response to any queries is also worth mentioning. It does need improvements in some areas, but none that would move me away from using it.”
