“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.”
“Kubera is an absolute game-changer for tracking network and investment in different currencies. It’s saved me countless hours every week while analysing investment across various demographics.
The team has been absolutely fantastic in answering all my questions and has been super helpful in taking new recommendations.
If you’re serious about tracking your assets, I highly recommend giving it a try. It’s worth it!”
“Excellent Net Worth Tracking with Outstanding Support
I’ve been using Kubera for over a month to consolidate my financial picture across multiple banks and brokerages, and I’m thoroughly impressed. The platform makes it incredibly easy to get a comprehensive view of my net worth in one place.
Setup was surprisingly straightforward.
Connecting accounts from different financial institutions was much smoother than I expected - the interface walks you through each connection clearly, and most of my accounts linked without any issues.
The functionality is robust.
Having all my assets and accounts aggregated in real-time gives me the visibility I need to make informed financial decisions. The dashboard is clean and intuitive, making it easy to track trends and analyze my overall financial position.
What really sets Kubera apart is their support team.
On the few occasions when I had questions or needed assistance, their response time was exceptional. They’re clearly committed to ensuring users have a smooth experience.
For anyone looking to get serious about tracking their net worth across multiple institutions, Kubera delivers on both functionality and user experience. Highly recommended.”
“I have been using Kubera for a few months now and it has changed how I understand my asset allocation dramatically. I now can monitor daily changes in all my accounts and stocks in one easy place with daily email notices. I highly recommend Kubera.”
“Great platform that imports data easily, even when there is no direct feed, the statement import works really well. Love integration with ChatGPT, finance recommendation like a dream.”
“Kubera is a clean, secure, and powerful tool for tracking net worth and managing diverse assets, including crypto and real estate. Ideal for long-term financial visibility.”
“Overall pretty good, but quite a few things that could be better.
- Better crypto network coverage for wallet tracking
- Easier manual cost basis updates (ie would prefer easier flows on purchase / sale of assets)
- Custom integration, would be nice to develop simple automation on my end, that keeps positions updated on kubera”
“I've been using Kubera for a while now and I have to say, I'm really satisfied with this tool. As someone with a diversified portfolio, I’ve always struggled to keep track of all my assets in one place. Kubera changed that for me. It’s an excellent platform for anyone who owns a wide range of assets—from stocks, crypto, real estate, to bank accounts and even collectibles.
What I appreciate most is the sense of control it gives me over my finances. With Kubera, I finally feel like I have a clear overview of my net worth at all times. The interface is clean and intuitive, and adding or updating assets is very straightforward. The ability to track everything in real time makes it much easier to make informed financial decisions.
If you’re looking for a reliable solution to manage a complex portfolio and want to feel truly on top of your finances, I highly recommend giving Kubera a try. It’s definitely made my financial life much more organized and stress-free.”
“Kubera is capable and beautifully organized, with exciting new features constantly being added. It makes tracking diverse assets very convenient. It's just a pity that there is no native mobile app.”
“Set up is easy. Seems like a secure site which is important due to the nature of the financial data it holds. Kubera gives you a concise valuable snapshot of your assets such as an individual stock even though they might originate in different accounts.”
“I get more value from my Kubera subscription than I do from any other software I have ever used. The connectivity, the clarity, the big picture, the looking ahead - it is all so dialed with Kubera and I am very thankful for it and have been glad to recommend it so many times.”
