“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.”
“I’ve been using Kubera for a while now and overall it’s a really solid finance app. The interface is clean, the dashboard gives a clear picture of my net worth, and I like how it supports a wide range of assets beyond just traditional bank accounts. It feels powerful without being overwhelming, and the reporting tools are genuinely useful for long term tracking.
That said, a major downside for me has been the bank connectors. None of my bank connections are currently working, which is a big disappointment. For an app that positions itself as a comprehensive net worth tracker, reliable automatic syncing is essential. Having to manually update accounts takes away a lot of the convenience.
If the connectivity issues get resolved, this would easily be one of the best personal finance tracking apps out there. Right now, it is very good in concept and design, but the broken bank integrations are a real bummer.”
“Kubera has been a very powerful tool aggregating my portfolio. I would love to see a better way to set up and view my asset allocation in order to make decisions as to how I might rebalance in a holistic way”
“While it does not connect to all my bank and investment accounts for auto-updating, I have experienced that the AI Import feature has been simple to use and 100% correct, which makes for easy updating. The Fast Forward feature has been an amazing tool, and I find myself tweaking it constantly as I plan my future! Emails to support have also been returned in a timely manner, which is great. So far, I've been pleased with Kubera's performance!”
“Very user friendly UX, helps consolidate all investments across countries and accounts in one place, and clearly has a lot more features which I havent explored fully yet. Love the portfolio notifications and its integration with chatGPT.”
“Kubera does a good job of showing assets from various sources. It is not super intuitive to use initially, but it can be learned with a little effort.”
“Kubera has proven to be a useful tool which is continually improving. I especially appreciate the responsiveness of the staff to provide help and accommodate my needs. I'm disappointed that many of my bank and investment accounts cannot yet be linked to it, requiring manual entry. i hope that will improve. Go, Kubera!”
“Very good management, but needs better performance tracking.
Kubera is a great tool for asset management. It gives me a clear picture of my total net worth in one place, and the bank account synchronization works reliably, which saves me a lot of time. The interface is clean and easy to navigate.
However, to be a truly perfect tool for investors, it needs better reporting. Currently, a clear monthly ROI table is missing. It is also difficult to see how much cash was actually added to or removed from the portfolio versus actual market growth. Adding a breakdown of net deposits would make this 5 stars.”
“Very useful for getting a broad overview of financial picture. I got it for free for the first year and have debated whether I'll renew but have decided to do so. But there's definitely room for improvement too - Easier ways to understand individual stock holdings (like, what's my cost basis for each one, etc without drilling down to individual items) and there's other little annoyances like the fact that margin loans don't show up as 'debts' even though obviously they should be.”
“For me the value Kubera is the ability to get an instantaneous overview of all my investments. This encompasses commodities, stocks and shares on multiple global exchanges.”
“Allows me to aggregate all my financials. Some of the accounts too some time to link but it’s not the fault of the app. I really like the forward and how the future may look given certain parameters.”
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