This is the first asset management tool I have used, I wanted something simple and streamlined that could consolidate and present my finances in a simple fashion - Kubera offers this. It has built into crypto tickers as well as integrations with major banks and investment institutions, most of which integrated seamlessly.
I can see the team are actively working on the project, I am regularly asked to refresh the application and changes are often visible straight away (I saw the pluses and minus' added recently!).
However, I feel there could be further customization on the Net Worth section. Data presentation can often feel cluttered when certain "sections" are displayed alongside the "governing asset".
For example, I have a crypto assets, within this I have various "sections" to represent crypto purchase dates, it would be good to be able to remove these "sections" from the overall data presentation OR provide a way to pull in the data which you would like to see specifically, rather than just dumping everything on a single page, it can get kinda messy. Give the user some customization as to how their assets are summarized and presented.
Take the pie charts, instead of dumping them all on the Net Worth page give the user the option to "Add New" and select a specific asset/section which they would like presented, then generate and save that view. I don't want to see all my specific sub sections here.
Additionally, you could add further customization to the "Top Investments" section by providing a filterable drop down, rather than just providing a static data feed. This could include "Top investment by net worth" "Top investment by % gain" "Worst investment" because what you are displaying currently does not represent a "Top Investment", rather which investment is worth the most.
Love the excel exports really handy and the sections nicely format within the spreadsheet so this is another positive.
Overall, love the product and simplicity, as somebody who is new to explicitly "managing my finances" it's been everything I could want with out all of the unnecessary overhead, however there needs to be more customization offered and the net worth page needs some work, but has real scope to become a fantastic product.
Pricing perhaps slightly high compared to more "sophisticated products" but the simplicity is what attracted me in the first place.
4/5
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