“A fantastic way to summarise my net wealth from multiple accounts. Some connections require a few attempts to connect, but otherwise a great product.”
“My first time using a service is this kind, I like it so far, I just notice a bit of a lag on daily updates, other than that it's great to see my entire portfolio in one page.”
“For what it does Kubera is a good and useful app, although I fee the monthly fee is a little high based on the current features. Im hopeful more features will be added over time that provide more value. For example, It would be good to be able to build custom reports/charts based on the asset data.”
“I am excited to be a customer of a company that understands the impact of the new cryptocurrency sector when it comes to tracking net worth. They are ahead of the curve when it comes to this. I recently had an experience where I requested a crypto ticker to be added to the Kubera platform, and I received a response and implementation within HOURS! Keep up the good work, team!”
“Kubera is a no-nonsense tool that helps us visualize our traditional broker/bank investments along with crypto and real estate. It excels in not trying to be more than that. Just a great way to see our complete fiscal picture summarized and easy to read in one place.”
“This is a very useful and easy-to-use app. When I began using it I had several questions and was surprised to receive clear email replies to each topic. not the usual copy/paste generic replies that most businesses substitute for customer support. I gave Kubera 4 stars instead of 5 because some financial exchanges are not compatible with the app and one of those happened to be part of my portfolio. I also think the subscription cost is a bit too high. If they lower it I will remain a customer forever!”
“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.”
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