“Good product but the annoying thing is that they keep emailing me for updating some of the features which I simply don't use.
I already mailed them about this but the answer was that I had to unsub from the general mailing list but come'on, that was one very poor answer because I still want to get all the other mails.
That's why I rate this app/service only 2 Stars.”
“I’ve been looking for a way to aggregate all my investments in one view for so long. No service would do brokerages and crypto. I love that Kubera is no frills, just clean UI and the numbers. Most of all, I like how I’m paying a subscription for the service. It makes me confident you’re not using my data (financial data nonetheless!) and you’ll never start serving me ads or trying to get me to buy an investment product from you. Great work y’all. Thank you!”
“Overall the platform is great. Very pleased with the ability to track a variety of asset classes and allocate them to different categories. The breadth of integrations is also really strong; particularly international assets. When I relocated internationally, the previous platform I used (major US platform) no longer met my needs and Kubera stepped in to fill that void. That being said, I still see a couple of significant gaps. First, the reporting is pretty terrible and outside of the roll-up, there's no material way to report on trending groupings valuation over time. Second, there is no mobile app / interface, so if you're interested in looking at a particular account (crypto is a good example where this might be important), you need to be at a desktop / laptop. These are pretty significant misses given the fact that it's a very expensive paid service, so hopefully these improve soon. As it stands, it's a great place to see the value of individual assets and your overall portfolio value...”
“Easy to set up and manage. Bank feeds for some accounts don't work, unfortunately, but for the most part, they're pretty robust. I wish there was a tax view where I could see cost basis and where assets were held between taxable, tax-deferred, and Roth.”
“Kubera is the app I’d craved forever! Now it’s easy to see my total net worth from all assets very easily. All my investments linked including crypto, banks holdings and real estate. Easy to use, links to everything with a sexy UI😀 I’m viewing it several times a day to inform my investment decisions. Highly recommended!”
“Kubera is a great resource to monitor all my accounts in one place! Plus the added feature to safely secure private documents like insurance policies or contracts is a necessity.”
“Kubera is my favorite of all time finance tracker. It is the most modern, clean, simple and diverse portfolio tracker on the market. Please do yourself a favor and at least try the 14-day trial before you look elsewhere because I’m confident after using it just for a little bit, you’ll realize how simple and clean your entire net worth looks on a single page (that includes every asset to your name). It’s extremely customizable, and rearranging orders, moving things around from section to section is a breeze. I’ve recommended it to many and everyone loves it.”
