“Overall useful tool to connect all investments together. Decent user interface, good support.
I did have few hiccups where it was not picking up accurate numbers for some investments and needed back-end person to fix something manually - not very happy about that one - as I only realized something was off because I started looking - kind of "fail in silence." But to be fair it was only one instance and support was very quick.”
“I have a semi complex estate with various entities and have been very pleased with Kubera’s features and ease of navigating and how it updates the various account’s. This is the best option on the market for estate Finacial tracking.”
“Its very easy to use with excellent access to accounts and great visibility. I like its minimalism but it could benefit from a few more features that other apps are offering. Also bringing the fee down would make it more attractive to broader audience”
“So far so good! Looking forward to trying out the pre-IPO stocks functionality soon.
The mobile app could be a little better, but overall great product as connectivity across multiple sources is always hard and I never found a platform that allowed me to connect all the accounts that KUBERA has access to.”
“The best software I found to my liking to date. Interface is clean, simple and easy to use. You get the information you need quickly.
The best part is the setup is modular and customizable. The accounts can be setup in multiple ways to your liking and you fast forward your projaections based on your assumptions. Customer service is personal and quick.
Kubera is fairly new to the market and improvements are a work in progress. Connections could use some consistency.”
“I've only been a subscriber for a month or two. Overall it's very helpful. One quibble, the treatment of cash inside of accounts when assets are purchased or sold seems a little weird when you look at changes over a day-to-day level, but it's a minor quibble. The totals seem stable and no complaints otherwise. An ability to organize assets by custom tags would make this elite.”
“Good tool for my primary use case which is estate management with Google Gemini and with custom software written to use Kubera's exports for capital gain, tax, income, and other what-if and forecasting tasks. Most of my problems with usage involve brokerage platform (e.g, Morgan Stanley, etc.) inaccurate or misleading data via the JSON file generation. In future, hope that Kubera will take steps to increase LLM interactivity and allow Kubera to become a "system of record" not just for financial providers but for third parties importing data back into Kubera to correct issues.”
“Recent subscriber. Excellent way to keep tabs on a portfolio, it updates live or at the end of the trading day. The graphics are easy to read and show trends. The 'dead-man' system may well be useful one day! Customer support has been excellent with personal responses within hours. It connects with ChatGPT for more insights.
Slight worry is that it will be overtaken by AI, but have faith that the team will make sure that it has compelling features.”
