Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“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.”
“Amazing simple tool that connects in a frictionless way to all of my assets and 3rd parties. enables me to track and make decisions fast ! Strongly recommend”
“Kubera has quickly become my "primary" automatically updating net worth tracking / finance tool. It has been compatible with ALL of my accounts, thanks to their support for the multitude of connector companies.
When I run into a connector issue, the support team is on my issue and works it to completion. Every ticket I have hit has been fixed in just a few days' time. Impressive!”
“Great app for simplifying net-worth tracking, easily the best I've found for this tasks and ver helpful for looking backwards and extrapolating forwards under specific examples.”
“Very complete, flexible and clear management software. There are different options to centralize all types of estate you have, direct and secure connection with your banks. It is so far, the most complete and well made system I have found to have a clear and detailed on my portfolio.”
“Tried several competing programs before finding Kubera. Couldn't be happier with the program and have recommeneded it to others. Easy to use and very effient way to track my assets.”
“I tried several consolidation.apps a d finally settled on Kubera since it offers me the widest range of asset consolidation, and the support Team is very prompting adding some ISIN that were not automatically recognized.”
“I was looking for software to track real net worth. The Internal Rate of Return calculations do that. The integrations via open banking with a large number of accounts is a bonus as it saves tedious data entry down the line.”
“Kubers has been a game changer. No more need for spreadsheets and constantly looking at a different websites for financial information. Having it now all in one place has saved hours a month of time and work.”
“Absolutely the most simple, insightful and intuitive online platform for tracking assets across all classes. Wish I’d found it years ago after so many square peg / round hole solutions which do some of it OK but never actually cover it all….needing manual spreadsheets and tracking for the rest.”
“Terrific net worth reporting tool! The seamless connectivity to our bank, brokerages and financial providers just works, and it works all the time. Separate portfolios based on ownership and ability to integrate them for a consolidated view allows us to have good internal discussions about individual holdings without losing track of the big picture. The simple user interphase is refreshing, as the visual focus is on the numbers and the portfolio actions that can be taken.”
“Kubera requires a bit of work from the customer to get the most out of it, but when you do spend the time and effort to get the information right it becomes an invaluable tool for measuring, tracking, and analysing your wealth.”
“I was looking for a single platform to integrate and track all my financial holdings including cash, term deposits, mutual funds and shares in multiple currencies and exchanges as well as real estate assets. I found Kubera had many features which makes it a delight to use. It can ingest data from multiple exchanges and financial companies and automatically keep my portfolios up to date. It is easy to use with multiple ways to organise your portfolios using a minimalist theme. The support team was quick to respond to requests. I believe it is well worth the money rather than dealing with the headache of spreadsheets.”
“Kubera is a game-changer for personal wealth management! What used to be a tedious and time-consuming process of tracking assets has been transformed into a seamless experience. The platform excels in three key areas:
Comprehensive Asset Tracking: Automatically consolidates and monitors all your investments, properties, and assets in one place.
Advanced Analytics: The trend analysis features provide valuable insights into your wealth growth and asset allocation patterns.
Estate Planning: The beneficiary setup support adds an essential layer of financial security and peace of mind.
The platform's intuitive interface and robust features have completely revolutionized how I manage my wealth portfolio. I'm so impressed that I actively recommend it to friends and colleagues who could benefit from better financial organization.
A stellar example of innovation solving a real problem. The team behind Kubera deserves kudos for executing this concept brilliantly!”
