“Great software, fair pricing, nearly does everything, i only wish there were more connections to european banks, but it will probably happen at some point.”
“As investment club we are grateful we found Kubera. They have build an easy and good product to track our assets & networth in different portfolios. Their customer support is also outstanding. One minus point is the price difference between the normal portfolios and the linked portfolios. It for sure the difference has a value, in our opinion is 10x more than the standard overrated. We would be happy to use it and link our different portfolio’s when it was closer in the price range of the standard price.”
“Love the clean look and responsiveness of the interface. Also, I've tried many apps and Kubera seems to have the most reliable account syncing. Finally, the team is very responsive to bugs requests.”
“I love the design and functionality of the app. It accommodates for many scenarios and even has api. I do wish it imports options with strike and expiration so i have more data to work with on chatgpt and api.”
“Kubera simply works - it does what you expect, you can run simulations, it has accurate and detailed position breakdowns cross-account and cross-portfolio. It's the only system that I use where I can get an accurate overview of where my net worth is and how I'm allocated at a glance. I have previously tried products such as a monarch, but while they do better on budgeting, they're terrible at investments. Kubera doesn't even try to do other things, its single purpose and exceptional at the one thing they focus on. The team is cracked too, they respond to emails instantly.”
“Kubera is very well organized and laid out. It connected to nearly all of my accounts without issue, and where there were problems (not Kubera's fault, but the other party) they quickly found workarounds. They have actually responsive customer support, which is a rarity. Highly recommend.”
“I reviewed multiple platforms that track wealth (not spending / budgeting). Kubera had the best connections to third parties, which saves a ton of time. I also like how estate planning is so integrated.”
“Kubera is a one of a kind tool. I haven’t found anything that matches the ability to connect all my private accounts and all my bank accounts and give me accurate forecasting.”
“They say that you can't manage what you don't measure. Kubera is the perfect tool for that. Simple, elegant, has enough features without being too complex, the learning curve was gentle and the outputs arranged perfectly. I really like the flexibility to track all types of assets, the account linking features, and the ease of editing assets and groups.”
“FINALLY a tool that cracked the problem of wealth tracking. It's like a Google Spreadsheet on steroid that gives you enough flexibility to group your assets combined with well thought structured features.”
“Simple to use, accurate data despite external synching issues, great service. I trust that they will grow their feature over time. But the simplicity has enabled me to take actions that were not clear to me in more full-featured competitors”
“Best product I’ve tried so far for connecting my financial life. Love the flexibility of being able to split investments, work in different FX, track crypto investments and drill into accounts for individual investments. the connectivity and uptime has been better than quicken and would recommend for anyone who has multiple accounts and asset classes.”
“Gathers your data from quite a wide variety of sources which is super useful. I used to track my wealth in a spreadsheet and I will never go back now. Kubera if you're listening please build more tools and settings for the graphs! That would be awesome”
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