“Really enjoying working with this platform. Very easy. Syncs with most of my other financial services. Stays up to date with logging in the most recent account balances. I plan on using this as my primary platform for the forseeable future.”
“I LOVE Kubera! So easy to onboard--only had a couple of questions during the process and the Kubera folks were super responsive. Platform is very flexibile and dashboards easy to create, customize and view. Seeing my assets all on one platform is a huge improvement from what I'd been doing before. My situation isn't super complicated (mostly public securities, hedge funds, crypto and VCfunds)but the system will accomodate multiple parties and more elaborate balance sheets.
Highly recommend Kubera!”
“I like the idea of it, I just think it can use some more work on making it work better and reporting things daily or even monthly to show how your overall net worth is moving. I see assets each day, but not expenses”
“Kubera is a solid platform to track all your assets in one place, bank accounts, investments, real estate, even crypto. The interface is clean, syncing is reliable, and I like how it gives a clear picture of my net worth and portfolio performance across different markets. It saves me the hassle of juggling multiple apps and spreadsheets. Definitely useful if you want a comprehensive view of your finances.”
“I've tried many platforms and even building my own spreadsheets. Kubera is the best way I've found to keep track of your net worth automatically, with great features for looking back and projecting forward in time.”
“I like the simplistic interface of Kubera. The Excel-like data entry is simple and easy to understand, while the charts show the views that you need for your finances.
I use other tools like YNAB and Monarch Money for my money flow (budgets), while Kubera gives me the net worth (snapshot) and future projection views.
Another neat feature of Kubera is the ability to inform your family members about your portfolio and insurance in the event of an unfortunate incident.”
“Kubera, more than any other finance app that I’ve used, helps me track the day to day and longer term trends in my financial picture. The best part is that it “just works” and is endlessly customizable. It also has multiple options to connect individual accounts.”
“I have been very happy with Kubera. I have been looking for a pure Net Worth Tracker and finally found a great one in Kubera. The other net worth trackers could never keep the connections with the banks and keep my net worth updated. Any issues with Kubera is fixed promptly and with quick communication from their tech support. Would recommend to anyone who is in need of a Net Worth Tracker that just works.”
“Excellent technology for managing a range of funds including liquid funds and those with capital calls. Also appreciate the ability to flick between currencies”
