Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“Kubera provides a great experience of having my portfolio and net worth at a glance. It provides the ability to easily add and remove assets and to connect with brokers and such.
The response from the team is quick, and I got my questions answered and issues resolved in no time!
Highly recommended!”
“I've been waiting for a tool like Kubera for so long. Finally, there is a platform that makes it easy and automated to track my ENTIRE portfolio in one place. I love the minimalist design and ability to separately track different groups of assets. Also, the forecasting tool is extremely powerful.”
“I love that Kubera does not get distracted with tracking individual transactions. They do aggregate account & net worth tracking and they do it well. Kubera is also the best platform I have seen at managing and reporting on the individual account connectivity challenges that sometimes exist. Lastly, they have their own Discord space with some interesting conversation.”
“I like how Kubera consolidates everything and keeps all of my accounts current. This was exactly what I was looking for when I first decided to use this platform.”
“Kubera is the best net worth calculator/manager software I've found. I particularly enjoy the fact that the team is very approchable and listens to their users.”
“I manage our private equity investments in Kubera and have found it to be the most efficient and easy system out of several I've tried in the past. I store all documents, cash updates and notes in 1 place so my partner and I can have total visibility. I love the simplicity. Anyone can learn this in minutes!”
“I had spent so long looking for a reliable detailed way to track my net worth and nothing quite had everything I needed. Then I found Kubera. Able to connect to bank and investment accounts, crypto wallets, track stocks and evey asset I have. It's been a game changer and I would highly recommend!”
“I have been searching for the best Net Worth and asset tracking app for years now. Kubera is the closest thing I have found and the good news is that they are innovating fast and I think they will be able to get there in the next couple of years. I have diversified assets across stocks, gold, real estate, private equity, and crypto. This platform does a great job of seeing where I am with all of these at any given time PLUS if I input the cashflows it can keep track of IRR performance. I'm still doing this in spreadsheets but over time I may fully migrate to Kubera.”
“Very easy to get set up. Interface (both via computer & phone) very intuitive. Checks my boxes for keeping track of net worth/all accounts that are inputs to that (both traditional and non-traditional). Cheers Kubera!”
“Great net worth tracking tool. The fast forward feature is nice to project out various future income and expense scenarios to see how it affects your net worth. Very user friendly.”
“I was looking for a solution to manage and keep track of my portfolio. I found many of the well established products from the competition to be quite lacking in terms of customization and integration.
Kubera stood out to me as it makes very few assumptions about how you want to classify and visualize your assets. It connects to an impressive number of banks/brokers internationally, seemlessly fetches spot data for a wide variety of assets, handles crypto very well (including staked assets). And you can easily add assets manually (typically non listed investments, homes, etc.)
The support is top notch, you get very quick answers from the team through email or their Discord channel.
All in all Kubera gives me great control over my investments, and with its sleek interface it also makes portfolio management very fun.
Highly recommended if you're looking for a product that's both simple to use and very customizable, with a good potential for additional features in the future.”
“Kubera is a superb net worth tracking app. I've used most of the main stream alternatives (Quicken, Mint, Personal Capital) as well as a few outliers (New Retirement, BoA/Merrill dashboard, Xillion) and have found its ability to simply track, connect to accounts, and classify/organize all my accounts superior to the competition. Further, the support from the Kubera team is highly personalized and reachable when the occasional issue pops up (for me, it was misclassified bonds resolved in under 12 hours). Support is reachable within the app, via email, and on Discord. Finally, don't let the simple premise of Kubera detract you. For me, I thought it be nice to track all my traditional and crypto assets, while it did that, the real benefit was generating a net worth CAGR, that allows me to manage debt to assets as an investor. As a result, I use Kubera most of the time to track macro performance, and occasionally dip into Personal Capital if I need micro budgeting or micro retirement planning details.”
