Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“Great platform to keep track of all dispersed assets in one place and have peace of mind if anything happens it will be easy for the wife to deal with it. The functionality is still basic, but that makes it super easy to use, which is better vs. uber complex design. Looking forward to a mobile app and a secure vault to store passwords :) Also, the team is super fast to reply and provide actual useful support - BIG THANKS!”
“Simple, straight forward interface with no BS, easy to add data and organize data. Kubera team highly responsive if you have an issue or question. It just works, and works well.”
“I've really loved using Kubera. The platform itself is super easy to use and I love that I can track a wide range of assets and accounts with it.
The only request I would make is for Kubera to develop a proper smartphone app with full functionality so we can track our assets more easily on the go. There are also (understandably) some financial institutions and credit cards that aren't yet supported by Kubera, like the Apple Card, so it would be great if there was more support for some of these other accounts.
But overall, Kubera is awesome and it is something that I recommend to my friends and family who need to track many different assets.”
“Kubera has a very clean and minimal interface and it's exceptionally easy to keep track of ALL your assets and debts. There have been some difficulties with the crypto connections (especially due to the acquisition value being erased with updates), but this is mostly because of errors from the integration API providers. The support provided by the Kubera team is quick and helpful in addressing any concerns.”
“Overall I have been quite satisfied with Kubera and have recommended it to many people. In particular, I have been impressed with the customer service quality and speed whenever I have had a question or issue to raise.
I rate 4 stars rather than 5 because I would like to see more visualizations (e.g., similar to what's on the net worth page, but for certain slices rather than the full portfolio) and also better breakdown of how much the changes over time are due to price changes (i.e., asset appreciation / depreciation) vs. just purchasing additional assets.”
“Kubera provides several valuable aspects. 1) It makes it extremely easy to keep tabs on your financial situation, 2) I love the ability to add insurance policies because that is something that is often overlooked and difficult to track when you factor in employer-offered insurance, 3) It has allowed my wife, who is not as involved with our family's finances, to easily track and understand all aspects of our financial situation, 4) It provides peace of mind knowing that, God forbid, something bad happened, someone could easily find all of the necessary financial/insurance information in one place. If I had to provide some potential growth opportunities it would be to make the document center component of Kubera secure enough that login information could be stored there. I use 1Password and it would be nice to be able to upload my emergency login sheet to Kubera. Also, an app would be helpful at times when I don't have access to my desktop. Overall, I love Kubera and have recommended it to all of my friends. I think anyone who doesn't use it is missing out.”
“Beautiful interface and all financial picture at one single place. Saves lot of time and energy especially if you have accounts everywhere!
I would give this 5 star but,
1. $150/yr subscription is too steep, I would give it $50/yr as reasonable for a platform like this especially given personalcapital has my portfolio managed
2. Connections to banks and financial brokers in india doesn't work or often disconnected”
“The best all-around product I've used to see a real-time snapshot of your net worth - especially if you have crypto holdings. Super simple. Very intuitive info. And the feature to see what your IRR is, particularly for something complicated like home ownership, is amazing. Highly recommend.”
“Great app to have a general view onf all your assets and investments. There are constant updates and improvements; and they support service / engineers has been very reactive the couple of times I have reported a glitch.
Looking forward to have more visualizations of the data.”