Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“I think Kubera is a big step forward for investors that have a large private portfolio and want to track those investments in an accurate way over time. However, I think there are some simple additional things Kubera can do to improve some elements of the account aggregation snapshot. Namely, better "tax status" of accounts (taxable, tax deferred, AND tax free (i.e. Roth IRA's) ). Better visualization of holdings across exposure type and (improved) tax status. Aggregated IRR by grouping when possible. More flexibility re: performance time period selection, i.e. specific dates, number of days, months, years, to better line it up with market benchmarks. I would love to talk to someone and Kubera as a test case to help improve your product. Thanks for asking. Andy Dudley”
“I have tried several applications to track different assets. Kubera is by far the most feature complete. Easy to use and fully integrated with different third party tools. 100% recommended!”
“Kubera is the best way to track changes in your investments and progress on your debts. It has an elegant planning capability that helps me look forward into the future. And, in a world of demos and flaky performance, is as speedy and reliable as any app I've used. Family offices and RIAs, don't sleep on Kubera!”
“I started using Kubera when I started my crypto journey. First I did not think I needed this, but now I know better. It gives me the best real-time overview of the value of my assets in the currency of my country. It also keeps me connected to the progress of my long term (pension)funds in the same place. I hardly have to put any effort in value updates as most is auto-linked. If sometimes I need the help of the service desk they always react and solve fast. I also like the option that I can add a beneficiary, just in case. It is possible to add important notes all in one place. All of this saves me time and gives me peace of mind.”
“So far it's been really helpful in tracking my Portfolio. I love the fact that it syncs with many of my banks and Stock platforms and keeps my data upto date. I'd highly recommend it.”
“Kubera gives a very good overview of you net worth with excellent visuals.
But as with any software, it all comes down to how accurate data you enter.”
“The visibility I get into a complex portfolio with Kubera is amazing. Set-up was overall very easy--the vast number of connectors that Kubera has makes it pretty seamless. I had a few unique assets and set-up requests that the Kubera team was able to quickly facilitate through email interaction. We are using the insights we get from Kubera reporting to help us make decisions across a complex portfolio that either we were unable to do before or were complictae dan d time-consuming. Kubera makes the reporting and insights easy so we can focus on making high-quality deciisons. I highly recommend.”
“This app has been great to track my net worth! After Mint ceased operations I haven't found anything quite like Kubera. My hope is that transactions are added at some point but that's it!”
“This app is a breath of fresh air from the crowded budgeting apps. It tracks net worth and does it really well.
Some of the features I really appreciate:
- manage assets in different countries and report in USD (Canada in my case)
- track RSU or stock option grants
- shows change in net worth across time by month
- can play fairly intricate scenarios for how networks plays out in the future
- easy connection to various FI including HSBC US, which not all tools support
All in all, unique tool in this space well worth paying for.”
