“The thing that sets apart your product from others is the ability to get stocks and crypto / defi all in one platform. I do wish that you had budgeting features. The lack of this causes me to have an additional app.”
“Kubera got me out of a spreadsheet and into the modern age when it comes to our increasingly complex balance sheet. I've researched and used several services, but none compare to the straightforward approach that Kubera takes.”
“I’ve used multiple net worth tracker apps in the past and Kubera is the best one so far. I like the simple UI, that I don’t have issues with account syncing, and the dead man’s switch feature. Although I wish they allowed adding more than one beneficiaries, which would be a game changer. I also like the fact that they don’t sell users data. I would rather pay a premium to keep my data safe.”
“So much better than all the other tools out there! Actually useful as a single source of truth for both what we have at the moment and what we will have in the future based on different scenarios. Highly recommend!”
“Kubera has helped me tremendously in my portfolio. The ability to setup different streams into the portfolio, estate paperwork, and have call out resources is incredible. Thanks for a great resource. Tammy”
“We love Kubera so far. Everyting integrates seamlessly and we can login any time for a real-time snap shot of all of our accounts, all in one place. They also have great features that allow you to look forward for future planning purposes. We would highly recomment Kubera if you are looking for a tool to keep track of multiple accounts, investments and assets in one place.”
“Not only has this app been very helpful for understanding the entire financial picture. It’s also really fun to understand exactly future growth or loss as well as I must say that the customer service team has been terrific in regards to their ability to handle situations in a very timely manner and even make product improvements via that feedback in the couple of months that I’ve used the app really nice stuff definitely five stars”
“Kubera is a neat "snapshot" tool and their service has been excellent when I needed to contact them. While I do not yet see it as an essential part of my portfolio management, it serves a useful function to occasionally monitor net worth. It could be improved greatly with an upgrade to its mobile app functionality.”
“The Kubera platform is very user friendly. Where it is capable of complex insertions, the dasboard presently a very clear overview of all assets. Procedure for contacting benificary is also right on the money!”
“Great aggregator that is easy to set up and use, and keep everything organized by creating hierarchies of accounts. I only wish that in the future they will provide 3 things: 1) A greater ability to drill down into investable assets in more detail, so you could, for example, click on an asset class and see the actual positions making up that number. 2) The aggregator provides a consolidated view of concentration risk. For example, if I own 5 mutual funds investing in equities, how much exposure do I have to XYZ company across those 5 funds. 3) An ability to track, across all selected asset accounts, YTD and QTD interest, dividends, and capital gains. This would be an amazing time saver when it comes to paying quarterly estimated taxes.
Overall, very happy with this product, the thought that obviously went into it, and it's ease of use. It is my go to dashboard.”
“Kubera is the first app that I’ve used which understands IRR. It allows a completely custom breakdown and grouping of investments, making it match any manual spreadsheets I used to use. It’s great.”
“Kubera has made tracking the value of our investments a lot easier. Kubera easily it connects with most financial institutions, making the setup process a breeze. The integrations mean I no longer have to spend hours manually updating my Excel spreadsheets every month—Kubera automates this process, saving me a significant amount of time and effort.”
