“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.”
“Fantastic net worth tracking app. I tried many (Empower, Monarch, Roi, Compound, etc), but Kubera is the best. Great UX, great forecasting, responsive team. Overall very positive experience.”
“Has everything i needed. Integrates with my broker, my bank, digital wallet, crypto wallet. Does not send annoying notifications. Does not present hidden charges or purchases after subscription. Super simple to use. Only issue i had is that integration with payoneer only works for USD and EUR, not CAD or other currencies. Very specific.”
“Kubera is best resource I have found for consolidating complex investments. Previously I have done a mediocre job of maintaining spreadsheets in excel. Kubera provides visualization, real time passive updates and clarity to my situation.”
“Fills a need not met by other financial management applications: real-time pricing updates, access to ChatGPT for portfolio evaluation, and a focus on investment performance rather than expenses. A great tool!”
“A very solid way to keep track of your net worth. What you focus on, expands. This is the right tool to focus on creating a legacy. It is very well built and it is very well thought out. The support team is very responsive too. I took 2 trials and evaluated several competitors before deciding this was the best for me. Nothing else feels as robust.”
“Overall experience has been great. Data is insightful. Customer service has been quick and helpful. Plan to continue to utilize as part of my financial management.”
“The Kubera platform is the only service I have found that allows me to almost effortlessy keep up to date on investment costs in real time. Additionally, if I need to adjust anything manually its incredibly easy. No more having to navigate numerous websites and lengthy bank statements to manaully compile my net worth and track performance. Yet, the most interesting part now is being able to upload your your complete balance sheet into your AI service of choice and strategize with AI.”
“The convinience of having a tool that organizes your investments is priceless. Kubera delivers! I am able to quickly ananlyze my porfolio performance with great detail as well as asses my investment assett allocation in my portfolio. It is truly a time saver!”
“Kubera has been amazing. It is a key piece in my family vault which allows us to track mostly everything we need to. Cannot recommend this system enough!”
“Simple, smart, and support is responsive. Kubera gives me a view of my portfolio I cannot get with my other apps. It fills a niche.
I tried it out to know if it provided what I needed and it was BIG YES.
I hope it grows and matures with some additional functions in future.”
“Kubera has been the first personal finance app that actually brings all my accounts and assets together in one place and keeps everything organized without turning into busywork. It handles traditional accounts, alternative assets, and even the odd holdings I used to track in spreadsheets. The real surprise is how smoothly it works with ChatGPT. I can ask questions about my positions, trends, or specific accounts and get clear answers quickly. It’s the rare tool that feels both powerful and genuinely useful day to day.”
“I have really enjoyed this product. Being able to download detail and Excel is very helpful. The mobile application works well. Thank you for all you do!”
“Very useful for getting a broad overview of financial picture. I got it for free for the first year and have debated whether I'll renew but have decided to do so. But there's definitely room for improvement too - Easier ways to understand individual stock holdings (like, what's my cost basis for each one, etc without drilling down to individual items) and there's other little annoyances like the fact that margin loans don't show up as 'debts' even though obviously they should be.”
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