“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.”
“Really helpful product. Seamlessly pulls in data from multiple financial institutions and lets you keep note, store return history, and group assets by type. Goodbye inefficient and impossible-to-update spreadsheets. Thanks Kubera!”
“I've been impressed so far. however there are some challenges. I need to update the bank accounts on a regular basis by entering the user name and password often. some of the securities are not available. for the large premium we r paying, I am sure kubera will continue to add more features. it would also be great if it can provide some advisory reviewing clients portfolio”
“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.”
