“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.”
“Its a great platform on how it pulls together the streams of the various assets incl. multi-currency and hard assets eg gold. The ability to create various tabs to structure and organize assets eg retirement vs others makes it also easy to sort through. The dashboards allow to assess teh segmentationa nd allocations across different financial instututions which help to make more informed decisions.”
“So far, so good. Support is really fast and responsive with any questions that I've had. I'm still learning the system so there are some things I'm not familiar with. 4 stars for now until I can see if it has all the functionality I'm looking for. But, generally speaking, happy with the system and much better than spreadsheets.”
“Provides great situational awareness of your personal balance sheet, but definitely takes some work to set up and categorize inflows/outflows such that you can use some of the more useful calculations like IRR.”
“It's a convenient way to have a net-worth snapshot - I can't think of any other platform attempting thing; still early days though, and I hope for more use cases!”
“I have enjoyed Kubera the tracking capibilities for various assets is very nice. I enjoy the graphical interface as well. Additionally, Kubera is the only platform that allows me to plan for future growth of assets and I can set the growth level without restriction for those "crazy" growth scenarios.”
“Kubera is a sleek and modern platform for tracking personal net worth and investments across multiple accounts and asset classes. The website is clean, user-friendly, and well-organized, making it easy to link bank accounts, brokerages, crypto wallets, and even manual assets like real estate or collectibles”
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