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.”
“The Kubera platform is very user friendly. Where it is capable of complex insertions, the dasboard presently a very clear overview of all assets. Procedure for contacting benificary is also right on the money!”
“Great aggregator that is easy to set up and use, and keep everything organized by creating hierarchies of accounts. I only wish that in the future they will provide 3 things: 1) A greater ability to drill down into investable assets in more detail, so you could, for example, click on an asset class and see the actual positions making up that number. 2) The aggregator provides a consolidated view of concentration risk. For example, if I own 5 mutual funds investing in equities, how much exposure do I have to XYZ company across those 5 funds. 3) An ability to track, across all selected asset accounts, YTD and QTD interest, dividends, and capital gains. This would be an amazing time saver when it comes to paying quarterly estimated taxes.
Overall, very happy with this product, the thought that obviously went into it, and it's ease of use. It is my go to dashboard.”
“Kubera is the first app that I’ve used which understands IRR. It allows a completely custom breakdown and grouping of investments, making it match any manual spreadsheets I used to use. It’s great.”
“Kubera has made tracking the value of our investments a lot easier. Kubera easily it connects with most financial institutions, making the setup process a breeze. The integrations mean I no longer have to spend hours manually updating my Excel spreadsheets every month—Kubera automates this process, saving me a significant amount of time and effort.”
“Kubera is a game changer that makes it effortless to track your net worth. The APIs automatically import your data, and makes a bunch of beautiful and useful graphs. My favorite is the flow chart.”
“Great app for tracking your networth. Offers good integration with banking platforms and solves the need of constantly update your debts and asset values.”
“I’m overall happy with Kubera’s financial reports of my portfolio. I only would like more of my financial assets to link up with them instead of having to manually update them.”
“I think it's great for a V1, and it's just what I've been looking for. It would be great if it took a more active role in monitoring stale accounts (many of the links break frequently) in addition to monitoring abnormal or unnusually high spending activity on accounts.”
“Switching from a manual spreadsheet to Kubera has been a huge time saver. Instead of spending hours updating balances and tracking investments, Kubera automates everything, giving me a clear, real-time view of my finances in one place. The intuitive interface makes it easy to monitor assets, liabilities, and net worth without the hassle of manual entry.
Beyond the platform itself, Kubera’s support team is outstanding—incredibly responsive and helpful whenever I’ve had a question. Their prompt assistance ensures a smooth experience. Highly recommended for anyone serious about managing their finances efficiently!”
“I’ve been tracking my net worth for years, I relied heavily on spreadsheets to keep everything organized. It worked, but it was a slog—manually updating values, cross-checking accounts, and trying to make sense of my increasingly complex portfolio across investments, properties, and even some crypto. Then I discovered Kubera, and it’s been a game-changer. I’m a huge fan!
What I love most is how it’s built for people like me—someone with a complicated mix of assets who needs more than a basic budgeting app. It’s thorough yet simple, letting me track my net worth’s ups and downs effortlessly while giving me deeper insights into allocation and trends.”
“This service was the solution I was looking for. No more hours every quarter updating spreadsheets and still having an incomplete view of investments and their performance. No other automated services compare (I've tried many!). Coming to this from other services... it's a pleasure to set up and takes no time.”
“Kubera has completely changed the way I track my net worth. Unlike other portfolio trackers that feel cluttered and tedious, Kubera gives me a clear, real-time view of all my assets—stocks, real estate, alternative investments, debt, and insurance—without the hassle of constant manual updates. I love that there’s no auto-commitment after the free trial, which shows they trust their product enough to let me decide if it’s worth it. But what truly sets Kubera apart for me is the Dead Man’s Switch—a feature that ensures my wealth is smoothly transferred to my family if something ever happens to me. It’s an extra layer of security that gives me real peace of mind. And let’s not forget—Kubera is also the God of Wealth—how fitting is that? I absolutely love it!”
