Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“Kubera is one of those services that you can't live without. I'm able to track real estate, vehicles, crypto prices, stocks, credit card balances, banking, and much more all with bank level security. I've tried many services including a plain old Excel file, but nothing else compares. Give Kubera a try and you won't be disappointed.”
“Convenient for tracking net worth. Historical values are shown graphically and are not available in tabular form. Links to data sources break periodically and have to be renewed. Relatively expensive.”
“Kubera has been a great product to visualize not only the present but also the future state of various assets in a single place. Support is responsive, product is easy to use, and visualizations are insightful.”
“I tried many, many other services. This one was the best for my requirements. Easy to understand, easy to maintain the data accuracy, and dashboards are insightful.”
“I was an avid Intuit Mint user since 2009 but when Intuit announced that Mint was being shutdown I looked for alternatives that would give me a similar view of my net worth. I was very pleasantly surprised by Kubera. Not only does Kubera replace all the capabilities I had with Mint but, it also made it possible to track my syndication investments as well so I have a holistic view of my assets. Kubera also has more stable connections with more accurate data imports. I've been very happy with my move to Kubera.”
“Fantastic personal balance sheet software!
I am at the point where I don't really want/need a *budgeting* software, but I do want to keep track of my "personal balance sheet"/net worth in one convenient place. Kubera is awesome for this. 10/10 highly recommend.”
“Some of the forecast features feel limited and/or contradictory. When I add in a rule for my public employer RSU grants, every time I log in it "forgets" what stock ticker should be linked to the grants. Similarly, I can't separate the grants, I have to treat it as a monolithic grant.
Otherwise I generally like the product.”
“Smooth experience so far! Would love to have additional visualizations/analytics – for example, time series performance of $100 invested in your equity portfolio at inception (i.e. only the returns and not the capital inflow).”
“Nice interface. Has all the financial info.
Importing can be clunky, and at times certain things drop off, and have to re-establish.
I also wish it would import individual transactions in order to keep track of spending. But also to be able to create custom labels for home budget analysis, and tax purposes at the end of year. I still have to use Quicken for that. Ideally there would be just one platform that does it all.”
“Wow! How did we ever track our portfolio without Kubera? I'm a Canadian residing in Dubai, with various assets in multiple currencies (equities, BTC, crypto, real estate). I love how easy it is to just flip from one currency to another without using another app. On top of this, the "Fast Forward" function allows you to model your portfolio 5 years out. I'm using this function for a bear case, a base case, and of course a bull case. Syncing with international bank accounts is a breeze, and we can also monitor our Bitcoin and crypto assets, unlike other financial apps that are solely providing TradFi options (finally). All in all, Kubera is the app I've been hoping to find for quite some time, since we can see our entire portfolio all under one roof. Highly recommended.”
“It's very useful to have an overview of my finances, it's so difficult to do it by hand.
Some of the connections don't refresh automatically and some others seem to be broken, but I'm not told about it. I suspect the numberi get were only really accurate when I added the connections and they aren't anymore. They are good approximations anyway, but it would be great to be able to have the real accurate and real time view of my finances”
“It’s been great. I enjoy getting the daily summaries and to also arrive at particular scenarios. Kudos Kubera. Easily one of the best new worth tools I have seen out there in”
