“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.”
“Great tracking and visualization tool for portfolios. It updates everythign well on it's own and I like that it gives me stats on what accounts\brokerages have less than stellar uptime scores.
What I find especially useful is the charts that show stocks vs geography or sector or market cap across the whole portfolio. WIth multiple retirement and investment accounts for a couple, this type of aggregated view is especially useful.”
“I've only been a subscriber for a month or two. Overall it's very helpful. One quibble, the treatment of cash inside of accounts when assets are purchased or sold seems a little weird when you look at changes over a day-to-day level, but it's a minor quibble. The totals seem stable and no complaints otherwise. An ability to organize assets by custom tags would make this elite.”
“kubera is the product I’ve been searching for for the last 5 years. The ability to track long term net worth and individual security values, plus the increasing AI integrations, make it the best product on the market to manage my high level finances anymore.”
“Kubera has been a great tool for getting a clear, real-time overview of my entire net worth in one place. I appreciate how easily it connects different assets—from bank accounts and investments to crypto and real estate—without unnecessary complexity. The interface is clean, fast, and focused on what actually matters. It’s especially useful for long-term tracking and making more informed financial decisions without being overwhelmed by noise.”
“Great tool. Helps me organize, track, and get a high level view in real-time of all my assets in one location. The ability to easily share this with my investment team and beneficiaries has been a great benefit.”
“Nice user experience and some interesting ways to forecast based on layering off-the-shelf assumptions that you can customize. The LLM connection via MCP is also a useful feature that I appreciate. Not sure anything else exists today that compares favorably in the niche Kubera occupies.”
“Concise, precise and clear overview of all your assets, with plenty of extra charts and datapoints to learn from. The gpt feature is definitely a game-changer.”
“Kubera helps me immensely by creating one platform that tracks my personal wealth. The daily report it provides saves literally hundreds of hours annually of work!”
“I have been looking for a financial net worth management tool like Kubera for many years. Kubera provides the metrics to manage one’s financial growth goals.
Should Kubera be lacking with its metrics one can also use the Kubera API to produce custom metrics. Having a software background, I use cursor.com and the Kubera API to provide the much needed metrics.
All in all an excellent product which has allowed me to retire my labor intensive maintenance of Excel spreadsheets. I cannot believe I wasted so much time over so many years.”
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