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.”
“Kubera has been great! I've tried a lot of financial dashboard products for my family and Kubera is the only one that had the flexibility to accurately reflect all the different types of asset classes that we invest in. It's highly customizable and really suits our needs.”
“Really useful and easy to use platform, with great customer service. Can strongly recommend it to anyone who just wants an out-of-the box wealth tracking solution that works”
“Very full featured and worth the money overall. Wish they made it a bit easier to factor in future contributions to investment accounts in the fast forward view, and incorporating the future growth of those investments.”
“Easy to use, simple interface and nice plug in functionality to different investment/brokerage accounts. Still missing some international brokerage plugins but assume those will be added over time.”
“Kubera is the best personal financial tool I've ever used, and it's not even close. As someone with a complex financial situation, Kubera is a game changer for keeping my finances organized. It's the most underrated tool on the market, and I tell everyone I know about it.”
“Excellent features, customer experience and flexibility. The only truly traditional assets x crypto tracker out there!
UI/visualisation customisation options would be greatly appreciated in the future, the only area I can see improvement needed.”
“Kubera is the best tool I've found for tracking my net worth in both the UK and the USA. It seamlessly connects all my accounts in both countries without any issues and manages a wide variety of traditional and alternative assets, such as precious metals and cryptocurrencies, brilliantly. After testing several net worth tracking apps, I found Kubera to be the simplest to set up and the most user-friendly. I highly recommend this app.”
“I've used other products (like Mint) in the past nothing is as comprehensive or flexible as Kubera. Further, as a professional in the digital assets space, I have a lot of exposure to the space and you will be pleasantly surprised as to how robust the offering is for digital currency. The team and support features are great and they are always improving. If there is a publicly available pricing source available on the internet, these guys will connect to it! Since I have been using, I have already had a friend's Venture Capital Fund sign up as he was quite impressed with the ease of tracking and moving things around. I have shared read only link with my financial professionals and accountant and I will be surprised if they dont sign up to use for their clients. It's that good. Do a trial, you will be hooked like me!”
“Kubera is fantastic. It lets me see all my assets in one place. The biggest feature, however, are the super easy to use projections. They help me plan for the future more effectively than tools I've seen from the major brokerages.
I also like how they take my mutual funds' underlying holdings into account when displaying my allocation by sector.
I think syncing could be improved (i.e. with e-trade employee stock) but they've also built it in a way where even when syncing breaks, it still tracks pretty well (based on the number of units of each stock).”
