Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“Good service and price-worthy. However, would like better UI regarding new valuations to private/non-listed assets, such as private stock. There should be an input possibility to connect a new valuation to some supporting document.”
“Very robust platform with good interconnectivity with many local and international banks. What won me over to subscribe was their support - very fast, efficient and responsive.”
“Really like it, but would like to see better details around asset allocation (stocks, bonds, international, alternatives like crypto, company stock options/RSUs), and retirement vs non-retirement/tax-advantaged savings. More tools to help users understand their early retirement/change in lifestyle. I think most users willing to pay for something like this vs a free option like personal capital are going to want to leverage tools that help them financially plan for early retirement or potentially changing careers to a lower stress job once enough assets are accumulated.”
“It's a really nice platform, although most of its functionality is available through free tools like Personal Capital. The new fast forward feature is nice though.
Personally I'd like to see less focus on supporting the latest crypto stuff and more on better support for funds and underlying equities etc. My ideal tool would provide better support for tax loss harvesting, and portfolio rebalancing”
“Very clean and well put together software. Ability to add your own asset values and other alternative investments is a great feature. Have recommended this to many people as a way to keep track of Net Worth.”
“Comprehensive, easy to use, and it makes sense. I prefer Kubera over the app I previously used because it includes all the accounts I want to track and it keeps up to date.”
“Kubera is the tool I was looking for to track my net worth. I love the simplicity, the automatic updates, the reports, the support for multiple currencies and especially the beneficiary and trusted angel feature, it certainly gave me additional peace of mind!”
“A good software overall, unfortunately it seems to be lacking quite a bit of flexibility such as adding transactions or changing names of categories or have subcategories and more. Also connections don't work well at all, none of my bank could connect properly and one of the biggest exchanges in Canada is not present. Fine with me as I prefer to do these manually.”
“While getting our finances in order, my husband and I tried so many apps (like Personal Capital) that would constantly disconnect and failed to bring data in from our financial institutions, and/or couldn't connect with half of the institutions (especially to track crypto), that we would end up with an incomplete and inaccurate snapshot of our finances. We had almost given up hope until we found Kubera. It has now become an essential part of our day, to track balances and net worth. It's a great tool for couples looking to establish (and hit) long-term financial goals.”
“I tried lots of different money management platforms that were designed around an opinionated approach that I didn’t agree with. Kubera is the first that is powerful and flexible. It has the broadest account support of anything I have tried, and incredibly responsive customer service for any questions.”
“I used Personal Capital (Empower now) for the past 8 years and just switched to Kubera. I really like that Kubera offers multiple connectors (Yodlee, Plaid, Mastercard) to connect to accounts - I had issue connecting with my Fidelity account on Personal Capital but with the multiple connections on Kubera, havn't faced the issue. Also, I really like some of the customization features that Kubera offers - ability to compare growth in net worth and investible assets to benchmark indexes like Dow, S&P; or looking at the distribution of net worth between different asset classes.
Personal Capital does offer more views and sectoral analysis of the portfolio so there are some cons to Kubera. Plus it is a paid product vs Personal Capital which is free :)”
“Awesome tool, once all the connections are synchronised to start up (took me about 90 minutes), this was a super helpful tool to track wealth over time, including for listed securities”
“Wonderful application for tracking all your assets, beautifully clean and simple. I tried so many applications before Kubera and I'm extremely happy with it. It supports pretty much everything.”
