“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.”
“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.”
