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Kubera Reviews

4.8 Rating 1,329 Reviews
97 %
of reviewers recommend Kubera
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The Balance Sheet HNIs live by.

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Anonymous
Anonymous  // 01/01/2019
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Fantastic personal balance sheet software! I am at the point where I don't really want/need a *budgeting* software, but I do want to keep track of my "personal balance sheet"/net worth in one convenient place. Kubera is awesome for this. 10/10 highly recommend.
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Kubera is the net worth app I was looking for! Great to see all my assets and accounts in one place, my gold holdings right next to my real estate and my stocks, and the tools needed to compare returns. Plus the fast-forward features are incredibly helpful as I think through my allocations and planning.
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I've been impressed with Kubera simple, yet effective approach at tracking and illustrating your net worth. Sync issues have been rare, especially relative to other products that offer similar functionality. I would love to see a roadmap with where the product is headed, but so far, so good - one happy customer.
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Clean easy to digest interface.
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The cleanest and most serious wealth tracking platform I’ve used. Perfect for complex portfolios across banks, assets, and jurisdictions.
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Fantastic service. This has made net worth tracking very easy.
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Very useful app
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Well built software.
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Hey everyone, if you're tired of juggling finances across multiple apps, check out Kubera! This app is incredible—it lets me consolidate all my net worth in one place, including traditional investments, crypto assets, and even DeFi protocols. That's a huge standout feature! Before, I'd waste hours switching between platforms. Now, with Kubera, I track everything simply and seamlessly. Clear visuals, automatic reports, and support for tons of exchanges and wallets. Highly recommend for anyone wanting a full view of their finances without hassle!
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Very impressive tool. The integration with ChatGPT is pretty amazing and it actually saved me money with a few of it’s recommended suggestions.
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Connecting data with ChatGPT is pretty useful!
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I LOVE Kubera so much! It’s the simplest way to always know my net worth and track my investments. I love how I can see it all in one place! Crypto, stocks, gold, and silver, and more. Highly recommend!
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Amazing service to organize the wealth of my clients
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Finally a net worth tracking software good enough to replace Excel.
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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.
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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.
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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.
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Its been exceptional, does the job exactly right for the funtion. Very happy user and looking to use it for a long time!
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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.
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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.
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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.
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Kubera is rated 4.8 based on 1,329 reviews