“THE best tool for asset visibility I can find, and it keeps getting better. If you don't know where all your money is invested, and therefore have a hard time assessing how to allocate it, this is the tool for you. Helps growth, retirement, & estate planning conversations tremendously.”
“Kubera has become an indispensable part of my money management process. No more static spreadsheets and tracking assets. Intuitive to use I see this as the gold standard for being my real-time balance sheet that is aways up to date. Very cool company and app.”
“Kubera has been exactly what I needed They are the only service that puts stock bonds preferred stocks in the right asset class I would highly recommend this service if you are looking for a service to help you track your assets”
“I've tried other tools in the past but Kubera is a leap above - easy to use, good insights, reliable connectivity. And it's not tied to someone elses financial services so regardless of who I'm using, I always have my own data available at my discretion.”
“Love the interface! Excellent platform to aggregate all your financial accounts into one simple view and track your net worth in real-time. Highly recommend Kubera!”
“Very useful tool for keeping track of net worth! Pretty much automates everything I was doing on a spreadsheet and has some cool IRR and past review and future projection capabilities.”
“Kubera is an essential tool for anyone who wants to get visibility into their financial performance across all their accounts and investments. Highly recommended”
“I've tried several wealth tracking tools through financial advisors, and I like Kubera better. It is easy to connect all of my financial institutions, and the interface makes organizing and understanding my entire portfolio simple and intuitive. For anyone who wants a complete view of their wealth without unnecessary complexity, Kubera is a big step above the alternatives I've used.”
“Great tool! Having tried a lot of finance tracking tools, I found most were primarily used for budgeting, and others lacked integrations or level of detail for complex financial investments like funds, and Kubera is really tailored to help you track your full financial picture including complex investments beyond equities, in one place.”
“I was back and forth on subscribing to Kubera. As an expat, I have accounts in multiple countries. To this point, I haven’t found a better integrator for the banks I do business. Moving forward, I look forward to leveraging Kuberas AI enabling capabilities. What I would like to see is more historical and current growth of portfolio vs. major market indicators like S&P. Regardless, I am happy with my choice to buy the annual subscription.”
“I have done a lot of investing in private makets and needed a wat to keep track of these assets, along with the rest of my porfolio. Gave my wife read access in case anything happs to me.”
“Kubera finally unlocked a full view of my partner and my shared wealth and has been helping us wrap our heads around our investment strategy together!”
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