“Overall, I love that it connects with many different financial institutions and that it’s configurable. Would love the mobile app/experience to not only be read only.”
“Kubera has become my financial compass. It simplifies my net worth across personal finances, business investments, trust funds, share portfolios, property, loans, credit card debt, foreign currencies and can do much more beyond my own needs. Kubera tracks my wealth daily through live feeds without any input from me. The reporting features are informative and the team keeps adding new features. I highly recommend others to try as it is simple and easy to use and the results are obvious day-in / day-out. I wish Kubera had existed years ago.”
“Kubera has truly set a new standard in personal finance software. The user interface is nothing short of exceptional—clean, intuitive, and incredibly easy to navigate. It's clear that a lot of thought went into the design, making the experience both visually appealing and highly functional.
What impresses me most is how streamlined and efficient the platform is for tracking personal net worth. Everything is laid out in a way that makes sense, allowing you to see your financial picture at a glance without getting lost in unnecessary details. The integration with various accounts and assets is seamless, ensuring that all your financial data is up-to-date and accurate.
Kubera has made managing finances a pleasure rather than a chore. It’s a game-changer for anyone serious about staying on top of their wealth. Highly recommended!”
“I like it very much. Easy to use.
What could be better:
-more scenarios to play with (inflation, market shock, etc.)
- look through real asset allocation across all holdings
- bank integration in Europe/Switzerland”
“For longest time, I was not able to group my crypto with my portfolio. So, I did not a complete view. With it, I am able to see the best picture.
Thanks”
“Good to be able to see all of my finacial accounts in one place. Bad that they always get disconnected and I have to reconnect them. I hope this technology improves in the future...”
“Nice clean dashboard. Syncs pretty quickly. I like the accuracy of the crypto balances. Having used Personal Capital before, I do miss the visibility into transactions (e.g. see credit card charges) but that isn't what Kubera is for. Overall I like it and in ways it's healthier for me to NOT have extreme detail viz like I used to check daily. This is more birdseye. Again love the clean UX.
-EB”
“I tried a number of investment aggregators and Kubera was the best fit for my needs. It offers flexible spreadsheet-style views that automatically update with all of my investment accounts. Its very intuitive and makes it much easier to see how my investments are performing.”
“Relatively straightforward to use but the most important element (connecting to your personal third party investment systems) has been unreliable on several connections.
Great idea but not able to connect everything I want so ends up being manual in several instances”
“So far my experience with Kubera has been OK. I had a significant hick up related to the different types of connections and duplicating accounts when reconnecting a bank, but Umesh was wonderful and helped me fix the issue right away. Customer service has been great, which I really appreciate.
I don't give it 5 stars because there are still a few institutions Kubera can't connect to so I am required to do some manual work. Ideally, we should be able to be fully automated.”
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