“Super straightforward wealth tracker with heavily customizable dashboards. Better than empower or any of the legacy wealth trackers out there. And you won’t get spammed to use some unknown wealth advisor.”
“Very useful aggregator.
Some unique features that are very helpful for me, that others don't do:
* Excellent multi-currency support. Can have assets in a variety of currencies, and they're all normalized to your home currency
* Recap view groups together the same stock when held in multiple different accounts, so you can easily see your total exposure to that company
* AI ingestion of statements for services that don't have connections to plaid/yodlee/etc
* The team is extremely responsive to bug reports and user requests”
“Kubera is simple, clear, and helpful for helping understand our family financial picture. CEO is quick to reply and attentive to customers. I recommend”
“Excellent tool to have a realtime overview of ones networth. Also, makes it easy to provide realtime reports to financial institutions etc immediately as needed. The subscription price point definitley covers much more the time and effort it takes to manually chalk up the networth everytime it is required. Has streamlined my finances and has saved me a lot of time. Highly Recommended!!”
“This is the balance sheet dashboard that I have been looking for. Very easy to learn and use even for someone with little tech skills. The support team have been very responsive and great to work with. Highly recommend.”
“Really enjoying Kubera as a way to get an always-accurate look at my investments, as forecasting potential scenarios. It's made me feel much more in control of my finances.”
“Kubera is a great way to easily, efficiently monitor your portfolio. It gathers together all of your accounts to give you the "big picture" in one place. It does take some time to set up and fine-tune, and I found along the way that customer service is prompt and useful. Kubera does what it promises to do.”
“The interface is super clean and the bank feeds are rock solid. Also, the support team is incredibly responsive and if any issue arises they fix it super quickly.”
“It can be slightly addictive to review your net-worth performance on a daily basis. It's hands-down the best financial aggregator out there. Their AI integration is very helpful for "what-if" scenarios. Keep up the good work!”
“I really like how easily it integrates with my AI tools. It was so easy to automate the process of getting my asset allocations summary from a script.
I also like how well it is able to maintain a stable connection with my financial institutions.
Great product.”
“Kubera has been tremendously helpful and really filled a need for us. It took what we were doing in Excel and made it much more intuitive and useful. It has cut down on the time we spend on these tasks.”
