Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“I was looking for a flexible, well connected, and fast tracker for Net Worth and assets and found Kubera after some searching. I found others as well and tried several and settled on Kubera. Their system was the most flexible, it was fast, and the connections worked very well.
I give them 4/5 only due to the pricing, the experience, app, and capabilities are exactly what I needed. They're quite a bit more expensive than the competition and some of their more unique features are locked behind a pay upgrade that's 12x more expensive. At the base price it should just have all those extra features to justify the price.
I understand the target audience may be high net worth individuals (though it works great for anyone), but most of them got there by being financially prudent.”
“Great all-in-one dashboard for monitoring my finances! The integrations work really well and the UI is fast and updates quick. They don't do any budgeting but it's not meant for that. I wish the upgrade to the look ahead feature wasn't so steep, I don't think that's a very good value.”
“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).”
“Solid platform for tracking your various investments. Not a lot of frills, but doesn't get in the way of easy, centralized, tracking of everything from bank accounts & stocks to alts of any kind. Auto syncs for banks and brokerages. Could benefit from smoother handling of docs (you can upload whatever you want, but there's no way to, say, bulk download all the 2024 K1s), but usable, easy, and centralized.”
“generally the app is good. The only thing I think it can be improved is crypto related management. I think it can be improved by adding “per wallet”, “per chain” and “per coin” view”
“We have just started using kuber and it has been very easy to use. I really like the graphic flow chart presentation of multiple accounts Adding data is easy and intuitive.”
“Great product, most comprehensive portfolio manager, only for which I've found trad assets + crypto tokens + NFTs close to properly priced. Would love to see them double down on crypto tracking providing additional visibility, categorization, analytics, and whatnot for crypto assets.”
“The thing that sets apart your product from others is the ability to get stocks and crypto / defi all in one platform. I do wish that you had budgeting features. The lack of this causes me to have an additional app.”
“Kubera has helped me tremendously in my portfolio. The ability to setup different streams into the portfolio, estate paperwork, and have call out resources is incredible. Thanks for a great resource. Tammy”
“The Kubera platform is very user friendly. Where it is capable of complex insertions, the dasboard presently a very clear overview of all assets. Procedure for contacting benificary is also right on the money!”
“I’m overall happy with Kubera’s financial reports of my portfolio. I only would like more of my financial assets to link up with them instead of having to manually update them.”
“I think it's great for a V1, and it's just what I've been looking for. It would be great if it took a more active role in monitoring stale accounts (many of the links break frequently) in addition to monitoring abnormal or unnusually high spending activity on accounts.”
“Overall, I'm happy with Kubera as a net worth tracker. I'd love to discuss desired additional features. Additionally, not all of my accounts automatically update due to 2-factor authentication, which is a bit of an inconvenience. Keep making minor changes here and there to increase the value.”
“I have used Kubera now for a few months. I like the simplicity and the ease of connecting crypto wallets and that it can keep stock participations value up to date. It still misses a few hardware wallets like Tangem as it seems mainly focused on US customers. I like the daily update emails on changes in the net value.”
“It works very well and gives you a fairly accurate picture of the evolution of your assets. It would be ideal to include more information sources for real estate and funds.
great work”
“I look around to find a project to track my assets and portfolio and in particular can update live assets. On the whole this works pretty well and I am happy with it.”
“Very full featured and worth the money overall. Wish they made it a bit easier to factor in future contributions to investment accounts in the fast forward view, and incorporating the future growth of those investments.”
