“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”
“I appreciate how Kubera offers a variety of options to connect bank accounts from different countries, and how sleek the UI/UX is. I wish it would look at historical transaction data when accounts are connected, not just the current balance. It would be great to see how all the investments I made in the past performed over the years.”
“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!”
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