“I've found Kubera to be super useful to check all my bank account balances in one place.
One major weakness is that it does not update my Merrll Edge stock holdings in real time when I've made trades that day, and often have to wait until the next day to get a true idea of what I have in my portfolio.”
“I never thought I'd pay that much for a site to consolidate my investments but you get what you pay for, and Kubera nails it with their functionality. I looked at lots of other products but none of them matched Kubera. And I was also impressed with the responsiveness of their customer service, even during the trial period before I had paid anything.”
“Kubera is a unique and well built app - I was using others before but the level of simplicity , functionality and constant updates conquered me! and the Support is amazing!”
“Two months in, Kubera has been a great help in keeping an eye on my assets split across the US and UK. I particularly appreciate its multiple ways to automatically update the numbers.”
“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.”
English