“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.”
“I have used Kubera in the past but figured I am better off just manually tracking my portfolio in Excel. Though it didn't take too long for me to return after missing the features that Kubera offers (for example, very stable connections to my accounts, convenience, flexibility in organizing my assets, great customer support in case of any issues). Can't recommend Kubera enough - especially if one has accounts spread across different countries/currencies.”
“It's great. It ingests tough assets like my PCAP statement as well as links to everything. Great insights and updates. I really like it and find it very useful.”
“While it does not connect to all my bank and investment accounts for auto-updating, I have experienced that the AI Import feature has been simple to use and 100% correct, which makes for easy updating. The Fast Forward feature has been an amazing tool, and I find myself tweaking it constantly as I plan my future! Emails to support have also been returned in a timely manner, which is great. So far, I've been pleased with Kubera's performance!”
“Very user friendly UX, helps consolidate all investments across countries and accounts in one place, and clearly has a lot more features which I havent explored fully yet. Love the portfolio notifications and its integration with chatGPT.”
“I have been struggling to get a full picture of my assets for a long time. Kubera has made this task very easy. Of course with data you get what you put in. So carefully add your assets one by one. Kubera does all the rest. A simple , straight forward app to keep track of all your assets in one place.”
“Seamless UX making tracking assets and debts very easy and enjoyable, would reccommend to everyone has definitely helped me keep track of my finances and plan better”
“I run a consulting business and have assets spread across seven different categories (real estate, investment accounts, index funds, individual stocks, crypto, cash, and a small private equity stake). Before Kubera, I was cobbling together spreadsheets and logging into a dozen different platforms just to answer the basic question: "What's my actual net worth?"
Kubera gives me one place to see everything. Real estate equity updating alongside my brokerage accounts alongside my crypto wallets. I can see my allocation at a glance (turns out I'm heavier in real estate than I realized) and track cost basis across the whole portfolio.
The debt tracking is underrated too. Seeing assets and liabilities together gives you the real picture, not the fantasy one.
Clean interface. No upsells. Just a clear view of where I actually stand.
- James”
“I've used many such products over the years but this seems to be the best and most comprehensive in terms of number of connectors, multi currency support and the AI import features.”
“Easy updates of all your assets with clear customizable classification has really helped me in focusing on asset management instead of data gathering. Constant improvements including incorporation of AI tools has enhanced user experience significantly. Hope more international financial institutions are added to limit manual updates.”
“Very useful for organizing, viewing and projecting asset values and net worth in real time under various scenarios, and very good with diverse asset types, but rather limited flexibility for more in depth analyses and weak with extracting real time values of assets from web-based resources that require navigation beyond the website face page.”
“Multiple ways of connecting to your accounts make this app standout from others. Customer support is very helpful and quick to respond. I wish all apps were this reliable!”
“Very easy to use, with multiple currency support and currency tracked investments. Sharing feature is sensibly implemented and the trusted relative/third party feature (should anything happen) is excellent. Best system I’ve found.”
“Kubera does a good job of showing assets from various sources. It is not super intuitive to use initially, but it can be learned with a little effort.”
“Kubera has proven to be a useful tool which is continually improving. I especially appreciate the responsiveness of the staff to provide help and accommodate my needs. I'm disappointed that many of my bank and investment accounts cannot yet be linked to it, requiring manual entry. i hope that will improve. Go, Kubera!”
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