“Simple, smart, and support is responsive. Kubera gives me a view of my portfolio I cannot get with my other apps. It fills a niche.
I tried it out to know if it provided what I needed and it was BIG YES.
I hope it grows and matures with some additional functions in future.”
“Kubera has been the first personal finance app that actually brings all my accounts and assets together in one place and keeps everything organized without turning into busywork. It handles traditional accounts, alternative assets, and even the odd holdings I used to track in spreadsheets. The real surprise is how smoothly it works with ChatGPT. I can ask questions about my positions, trends, or specific accounts and get clear answers quickly. It’s the rare tool that feels both powerful and genuinely useful day to day.”
“I have really enjoyed this product. Being able to download detail and Excel is very helpful. The mobile application works well. Thank you for all you do!”
“I have only had Kubera for a few months but it has been great to get updates every day on how my portfoloi is doing. I wish I knew about Kubera a long time ago.”
“I have enjoyed Kubera. I have several different brokerage accounts, private equity investments, and real estate. Kubera coordinates between all investments so I can see the big picture.”
“I love that there's a Kuber GPT feature! The ease of use makes it quick to understand your Net Worth—very good tool, highly recommended.
- Devin Pillemer”
“Kubera has honestly changed how I manage my finances. It pulls everything together stocks, ETFs, bonds, VC and real estate in one clean, reliable dashboard. Highly recommended for managing diversified portfolios.”
“I have used many financial programs and apps. I find Kubera to be the easiest way to total and categorize all assets held in multiple institutions and "real" assets not held at institutions.”
“So far I'm a huge fan of Kubera as a tracker for my investments. The Recap and Fast Forward tools allow me to simulate different scenarios and consider whether to adjust my goals at for different time periods. Looking forward to seeing this service grow and become even more valuable over time.”
“I've tried some portfolio trackers and Kubera stands out. It’s easy to use and connects with almost all my accounts. I like how it handles crypto and it gives me a complete view of my net worth by categories.”
“Kubera is excellent for keeping track of multiple accounts and types of investments, including alternative investments not easy to track otherwise. Reporting by categories is flexible, although I'd like a bit more control over drilling into and manually categorizing the multiple holdings in an account. It's also my focal point for managing documents for my estate and investments.”
“This program is able to give me more information than my extensive spreadsheets. I have allocation information that would need to be researched and currently not in my spreadsheets. It is all organized and easily understood by my wife. This makes things easier for her if I unexpectedly had a health issue.”
“I have tried all of the Net Worth systems out there - this one is by far the best. Kubera is the easist to use, the easiest to synch and keep updated, and it has the most logical an intuitive interface. 100% reccomend as it is worth the price of admission.”
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