“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.”
“I tried several consolidation.apps a d finally settled on Kubera since it offers me the widest range of asset consolidation, and the support Team is very prompting adding some ISIN that were not automatically recognized.”
“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.”
“The fast-forward feature is VERY basic and doesn't actually calculate scenarios properly. The developers acknowledge this issue but there's no time table to fix it.”
“I am an ex-pat from the US living in the UK and found Kubera as a method to consolidate my USD/GBP investment accounts and track my net worth. The main features I find useful currently are:
1. Total net worth and being able to convert between currencies
2. Daily change of total net worth
I would also say the integration process was much smoother compared to when I first onboarded during a trial.
Still, from these positives, I would not say that Kubera is worth my subscription. I think there are a lot of features that I use frequently from brokerages that would improve my experience to be minimally viable. Most of my comments apply to the mobile version of the site as I do not use the site on desktop. To that effect, I am also waiting on an actual Android app :)
1. Graph visualisation--this exists at the bottom of my page but there is no way for me to view data points. There is also no way to change or know the time basis
a. Would be useful to see graph visualisation per-account or per-asset
2. Way to view total assets across all accounts, and/or ways to group assets together and then subsequently view visualisation
3. % change in each account -- I have no idea what time this percent change spans across. I also have no way to change it. It is not consistent with daily/monthly percentages at the top”
“If only Kubera could give me the time I spent over the years trying to do the same thing in excel and never succeeding back... A great platform, simple and flexible with bags more potential, excited to be part of the journey and grateful for being able to track my investments across platforms with such ease.”
“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.”
“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.”
“I’ve been using Kubera primarily for wealth tracking, and overall, I’m really happy with it. What I like most is how clean and simple the interface is — it gives me a clear snapshot of my entire net worth without clutter or distractions.
It’s not built for budgeting or daily expense tracking, which is fine by me since I use it purely to monitor the bigger financial picture.
It’s a paid service, but for me, the value it provides in giving a consolidated, up-to-date view of my finances makes it worth it.”
“This is the best software tool I've found for insight into my entire financial picture. The interface is clean, clear, and just customizable enough.
Syncing is generally very good, with responsive support. Though, other platforms that sync using the same underlying Yodlee/Plaid engines seem to match the exact share/dollar numbers of the actual account more precisely for some reason.
Overall investement analysis is pretty good. The most important factors are covered. There is class, geography, sector, market cap, but not investment style (value, blend, growth), and there is no analysis of fixed income/bonds (e.g., duration/interest rate sensitivity, quality/risk).”
“I'm really enjoying the Kubera experience. The thoughtful design lets me document angel investments and keep them where I can share them with our financial advisors and family members so they can see everything in one place if needed.”
“I’ve used multiple net worth tracker apps in the past and Kubera is the best one so far. I like the simple UI, that I don’t have issues with account syncing, and the dead man’s switch feature. Although I wish they allowed adding more than one beneficiaries, which would be a game changer. I also like the fact that they don’t sell users data. I would rather pay a premium to keep my data safe.”
“Pros: very solid account linking. Clean interface. Easy to use.
Cons: forecasting functionality is pretty confusing. Some annoying and unexpected limitations (such as inability to manually reclassify certain assets). Missing a “drill down from asset class to asset to where a security is held” - you have to jump around reports to do that. No transaction history of explanation of “why” numbers are moving around (eg no ability to monitor fees).”
