Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“Kubera is my go to place for my finance aggregation. Previously I had used Personal Capital, but since I've moved to Kubera, it has made my life much easier. Kubera offers a wider variety of institutions (that work) to connect with. It's a breeze to handle all of my accounts in one place. I would highly recommend it to anyone looking to quickly aggregate all their financial information.”
“Great tool overall, nice seeing all my stuff in one spot. Could def improve on real estate accounting, since it wasn't the most intuitive to get all the interest rates / payoff schedules set up. Otherwise pretty solid”
“Exactly the tool I needed. Gives me clear and uncluttered view of all my assets in an easily accesible view from my PC or Phone. Very much like the ability to also share net worth with my spouse. Customer service is excellent and very responsive. They also added some new features that I requested for.”
“Someone finally made an asset tracker that strikes the balance between high-level views and details. I love the daily emails with the biggest movers in my portfolio, and the flexibility to organize things how I want.”
“I love how Kubera pulls together my accounts from Canada, the US and crypto.
Removed one star because I am concerned about the reliability of the service. Often hangs my browser tab and seems to take forever to do anything I click on.”
“I was a dedicated Mint user and evaluated several alternatives and chose Kubera. Connectivity to sources are plentiful and support is amazingly responsive.”
“I like Kubera, it gives a very synthetic view of all your assets and is very well suited to the needs of HNWI. I think it's still missing too many real time connections with banks as well as funds and shares. This is probably a European problem and most of my assets sit in Europe.”
“This is a good platform that needs some minor improvements in order to be my primary financial management solution. Data for certain institutions is frequently incorrect, and there is insufficient flexibility in the Fast Forward scenarios solution to be really useful. I like the simple UI and data viz particularly relative to far noisier platforms.”
“I've been using Kubera for a few months and I'm very pleased with how it works. Previously, I used an insurance platform to keep track of our net worth. I continually had to reconnect accounts because the balances weren't updating. I tried to use other programs like Empower or Blueleaf, but they didn't include life insurance products. With Kubera, I include everything. I especially like that I can add assets held under foreign currencies and I can decide how to categorize everything. Kubera also continues to improve their capabilities. They recently added the ability to classify assets as taxable, tax-deferred, and tax-free. Now I can view our net worth the same way our financial advisor does without having to manually calculate those categories. I've been very satisfied with Kubera and highly recommend it.”
“Very Simple yet innovative approach to personal financial management. Great visuals, and a very easy week to keep on top of your investments from multiple places at once.”
“Convenient for tracking net worth. Historical values are shown graphically and are not available in tabular form. Links to data sources break periodically and have to be renewed. Relatively expensive.”
“Kubera has been a great product to visualize not only the present but also the future state of various assets in a single place. Support is responsive, product is easy to use, and visualizations are insightful.”
“I tried many, many other services. This one was the best for my requirements. Easy to understand, easy to maintain the data accuracy, and dashboards are insightful.”
“I was an avid Intuit Mint user since 2009 but when Intuit announced that Mint was being shutdown I looked for alternatives that would give me a similar view of my net worth. I was very pleasantly surprised by Kubera. Not only does Kubera replace all the capabilities I had with Mint but, it also made it possible to track my syndication investments as well so I have a holistic view of my assets. Kubera also has more stable connections with more accurate data imports. I've been very happy with my move to Kubera.”
