Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“A beautiful, versatile tool for tracking your net worth over time. Good integration with existing accounts, for automatic updates, plus support for manual updating for accounts where automatic updates are available. Great reporting capability as well, for focused reviews with a spouse, clients, etc. Well worth the money to eliminate manual tracking.”
“Overall, very impressed with the Kubera. It is the ideal portfolio monitoring and critical document storage site for me and the functionality is good and well thought through. Has really taken away the pain of monitoring a portfolio.
I do notice that sometimes links break but this may be third party issues.
Good product and I am happy as a customer.”
“Excellent site. I have been looking for a platform that will accurately track net worth with little effort as well as keep up with private placements. This is the perfect software.”
“LOVE the one-stop-shop view of all of my assets and debts. LOVE how it dynamically updates the value of my home and car. LOVE how easy it was to set up. Does everything I want it to, in an extremely clean interface. Couldn’t ask for more!”
“I've enjoyed Kubera so far. I have two asks:
* Change the allocation balance to have a range tolerance. If you are within 5 or 10% of your allocation range then there isn't a warning.
* Not all of my accounts were able to be ported. That is a negative from my pov.”
“I’ve tried lots of solutions for managing my financial data. Kubera is a comprehensive, easy to use option. Many useful features, including options for dealing with data inheritance. Tech support is also quite responsive.
Highly recommended!”
“KUBERA is a very convenient way for me to view and consolidate my assets across countries, banking, and investments and to be able to view these all on one screen. The ease of multi-currency valuations of your assets is simple and easy to use. Excellent for Expats trying to quickly and easily understand their overall financial status in one app.”
“I have tested almost every tool that gives you and overview of your financials out there. While kubera isn’t perfect (largely not their fault, but banks tech issues with the APIs), it is by far the best out there. UX and connectivity is unparalleled.”
“Simple app, use it alongside personal book keeping software for quick and accurate balance sheet. Easy to share with spouse and anyone who needs to see.”
“Great platform. Highly recommend for wealth tracking.
Would love to see the option to share reports or snap shots. Would make sharing with banks and lenders so much easier.”
