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.”
“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 run into where I can't get it to recalculate things in the past that I've manually overridden. I can't find a way to tell it that this change isn't a change on my story I'm just correcting something that the originally entry is incorrect”
“A brilliant solution to keep track of all my assets, especially important now that I have cryptocurrencies, as it easy to forget where they are. And with the executor option, I don't have to worry that nobody knows where anything is in the event something nasty happens to me.”
“Kubera makes it easy to keep track of my finances all in one place, you only have to set it up once. Specially useful are the daily emails that point out any changes in your portfolio and makes it easy to monitor more effectively.”
“Kubera’s strength is the ability to incorporate data sources across currencies and countries. This is rare for any money management tool.
However aside from that the number of useful features are limited. There are other apps which much better data viz, as well as useful tools for budgeting, transaction monitoring, and passive income tracking.”
“KUBERA is a very convenient way for me to view and consolidate my assets across countries, banking, and investments and to be able to view these all on one screen. The ease of multi-currency valuations of your assets is simple and easy to use. Excellent for Expats trying to quickly and easily understand their overall financial status in one app.”
“I have tested almost every tool that gives you and overview of your financials out there. While kubera isn’t perfect (largely not their fault, but banks tech issues with the APIs), it is by far the best out there. UX and connectivity is unparalleled.”
“Kubera is great, it shows me an uncluttered and simple-to-digest view of my net worth.
This is not necessarily a Kubera issue, it's a bank/institution issue, but my biggest problem with Kubera is the same problem that all of these types of services suffer from, which is the constant re-entering of credentials for various financial data.
The connections to my financial institutions seem to fail regularly and require reviving. This results in a slight "distrust" in the data I'm viewing.”
“Kubera has an excellent interface and some well-thought-out features to memorialize your assets, insurance, finance and debts. It's complemented by great technical connectivity to your accounts and reporting. Given the information you share with Kubera, security is paramount and appears to be typical. However, I would like to see some more enhancements, proactive sustained communications and documentation that will continually help assure users that Kubera is doing everything it can to help ensure the security of your information and privacy.”
“Simple to use and powerful net worth tracker. Links well to most banks and brokerages, as well as handling crypto transactions. Sometimes links break and need updating regularly but apart from that has all the main functionality needed to track performance of assets, debts and aggregate net worth”
