Solid platform for tracking your various investments. Not a lot of frills, but doesn't get in the way of easy, centralized, tracking of everything from bank accounts & stocks to alts of any kind. Auto syncs for banks and brokerages. Could benefit from smoother handling of docs (you can upload whatever you want, but there's no way to, say, bulk download all the 2024 K1s), but usable, easy, and centralized.
3 weeks ago
Kubera has a
4.8
average rating
from
1,071
reviews
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