“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.”
“The best software I found to my liking to date. Interface is clean, simple and easy to use. You get the information you need quickly.
The best part is the setup is modular and customizable. The accounts can be setup in multiple ways to your liking and you fast forward your projaections based on your assumptions. Customer service is personal and quick.
Kubera is fairly new to the market and improvements are a work in progress. Connections could use some consistency.”
“The first really good net worth tracker that you can actually use, it links so well to my crypto banking, property, everything...... so good and so glad I found it”
“Extremely easy to use and very well thought out and clear presentation with minimal work required to set up. I would recommend it highly to anyone with multiple investment accounts.”
“Powerful accurate app with quick account syncing, no fluff and is simple to use. Create multiple scenarios with ease. My go to investment tracker and strategic planner.”
“We were looking for a financial app that would account for our varied portfolios, refresh holdings automatically and didn’t sell our data or selll us advisory services. Kubera checked all the boxes. Highly recommend.”
“This took my net worth tracking out of Google Sheets and into the modern age. It rethinks how I manage and grow my net worth and has been a huge unlock. Totally worth it.”
“Love the 'single pane of glass' dashboard for all my financial tracking. Makes it so much easier than logging into 7 different checking accounts to check balances 4 times per week.”
“Great service and clean interface that provides investment insights I haven't been able to find with other platforms, both free and paid. Highly recommend for having an additional view across your portfolio.”
“Great tool to get insights on the performance of your assets. I've tried Google Sheets to track my stocks, but that really doesn't compare to what Kubera is capable of. No-brainer for anyone trying to keep an eye on their net worth.”
“Making an account for my husband and I and connecting our entire financials lives has been tremendously empowering because we can now monitor our spending and out networth and we can more easily make plans for the future based on what we have.”
“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.”
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