“I'm very happy with Kubera's web-based functionality. It's the first online platform I've used that reliably updates my accounts and its simple and intuitive UI is effective. Only room for improvement would introducing a smartphone app.”
“Quite useful overall to track for people with a lot of different accounts (cash bank accounts, crypto, standard shares portfolio etc). Some of the functionality needs to improve though (better portfolio tracking over time, portfolio drill-downs, contribution of asset buckets/classes to performance etc, separating out portfolio returns from monthly savings from other income)”
“Kubera is a great service to consolidate all your financial assets and get a bird-eye view of your financial situation. The only reason I'm giving a 4 star review is that, I frequently have issues with stale information shown to me for a couple of my accounts. Other than that, I highly recommend the tool to everyone that care about their financial health.”
“Very solid platform for accumulating all your assets into one place. As you would expect, they were a little weak on Crypto assets but have made recent upgrades which seem to solve a big chunk of the weakness.”
“Kubera is a great product. However, I wish it was more flexible such that I could manage multiple separate portfolios (which I can) but then also report on the combined assets (or debts) of multiple. My use case is that I have multiple companies, so I'd like to track their assets and debts as separate portfolios, but be able to report on all of them together to get a full picture of MY net worth.”
“I started using Kubera after using Personal Capital (free service provided by a broker). Kubera's support for cryptocurrency makes it much better, but Kubera doesn't offer any advice or projections unlike Personal Capital.”
“Amazing app, one of its kind. i only use it for crypto.
One feature that i was hoping it would have, is when i export the list of crypto coins i have on connected exchanges, it should export the coins inside, rather than just to totals on that exchange, i want to do projections based on this and i have to manually write them down.
other then that, love the app”
“I love having confidence my data is protected, I'm happy to pay for that. The simplicity of the app is nice, Personal Capital got way too clunky for me. I understand the product is newer but I am looking forward to seeing the feature set grow.”
“I've used a variety of financial account tracking tools and Kubera's simple design and customizable layout makes it so much better than the others. But what won me over was their outstanding customer service. They respond quickly to resolve issues and seem to care about customer satisfaction.”