“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.”
“Simple to use, accurate data despite external synching issues, great service. I trust that they will grow their feature over time. But the simplicity has enabled me to take actions that were not clear to me in more full-featured competitors”
“Best product I’ve tried so far for connecting my financial life. Love the flexibility of being able to split investments, work in different FX, track crypto investments and drill into accounts for individual investments. the connectivity and uptime has been better than quicken and would recommend for anyone who has multiple accounts and asset classes.”
“I like the product but it could do so much more at a relatively low cost. Products like track your dividends and snowball are really good at projecting income. I would like to track passive income via public and private securities. On the private side I would like to put in an IRR and timeframe and have the tool estimate. I would also like it to track passive/capital losses via K1 or tax worksheets. Without these tools unlikely to renew subscription”
“Gathers your data from quite a wide variety of sources which is super useful. I used to track my wealth in a spreadsheet and I will never go back now. Kubera if you're listening please build more tools and settings for the graphs! That would be awesome”
“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!”
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