“The Kubera platform is so flexible and captures such a broad range of applications. Not only does it make reporting and tracking of asset values and net worth very straightforward and automated (using direct feeds where possible, and user-friendly AI statement upload tools), but it also allows for notes and document uploads against each asset as well as a broader document vault for succession information (wills, insurance policies etc). It truly encompasses almost all the elements I could want for portfolio monitoring and succession planning - and all in one user-friendly, economically priced platform. I look forward to familiarising myself further and hopefully getting more of my bank and other asset feeds connected automatically over time.”
“I am so glad I found Kubera. I would even consider myself lucky. I really needed a robust software that could let me manage all my assets. So I am finding Kubera very useful. I also finally feel that I am in control. It's extremely well designed app and it gives me the flexibility to not only to manage the connected accounts but also the non-connected accounts. And I can get a good view of the current status of my portfolio.”
“So far so good - I use Kubera to track my mother's finances and allocate investment accordingly. I would like to see a % allocation of each section that I create to help me identify where i put my money. I also want to do that per sheet - allocation per the whole sheet for the sections of each sheet.”
“Wonderful platform, it is the only platform I have been able to find that is able to incorporate numerous investment types beyond typical brokerage accounts.
They use several services to sync accounts, ensuring access to most investment platforms. Most importantly, Assets\Liabilities, such as real estate, private placements, or even importing a photo into discrete accounts are a breeze to do.”
“The best wealth management app I’ve used so far. Simple, intuitive, and incredibly comprehensive. It’s worth every penny for the peace of mind of having all my numbers updated in real-time in one place. 5 stars.”
“The focus on minimalist UI design and reliable account connections is so valuable. Kubera really pinpointed the most important user needs for tracking personal financial assets. (And I've tried a LOT of these apps and services.) I loved Personal Capital until they were absorbed by Empower, but Kubera is much better than that app was even at its peak.”
“It’s been a pleasure using Kubera over the last few months. The platform does an excellent job of bringing everything together—traditional bank accounts, investments, and crypto—into one clear, unified view. Account connectivity has been smooth and reliable, and the updates and alerts are timely and useful without being overwhelming. What really stands out is the user interface: it’s simple, intuitive, and easy to navigate, even with complex portfolios. Overall, Kubera makes tracking net worth and financial data effortless and well-organized, and it’s been a valuable tool for staying on top of finances.
-SAGAR”
“I've been looking for a net worth tracker for a while. I tried several systems. Some are so expensive and not geared toward individuals. This one is right sized. The support team is also amazing.”
“Kubera has been a very nice and organized way for us to keep track of everything. Additionally, we gave viewer abilities to our financial advisor who is able to monitor and help direct the overall portfolio this way. Highly recommend.”
“The software is a great tool for assessing accounts located at different brokerages. The club benchmarks are also a good resource to assess your portflio.”
“Great customer service. Comprehensive tools to add future income, debt payoff, etc. To include “start” and “stop” dates for all transactions. Makes it easy and fun. I would recommend their service as they are also easy to communicate with and I have always received quick responses via email.”
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