“I'm not one for writing reviews. But now again I come across a product/service that fixes all the problems that have been annoying, to say the least. The days of a single bank and brokerage account are long gone. I would not consider myself high net wealth, but I do have a lot of investments, many of them online. Keeping track of everything was becoming a nightmare!
What I really needed was a financial hub that could
1. Electronically connect to all my other accounts – wherever possible
2. Manually input Accounts and update $ amounts without having to reset the record
3. Allow me to arrange all accounts into categories on my choice
4. Allow notes, even documents to be attached to these accounts
5. Have a simple graphical representation of net wealth and each investment category
6. A detailed output I could send to my financial advisor
I have used different tools which I will not call out individually, but they all had serious flaws. Nothing is as complete as Kubera
My 2 asks are
1. Fix the MFA issue. More and more accounts quite right are implementing this. But it does break the electronic connections until I manually reset. I think this is an industry problem.
2. Fix the excel print-out format. It might be just me but it's hard to format on a single page.
Finally, the price seems very reasonable. So, keep up the good work Kubera team.
John”
“I’ve enjoyed my experience with Kubera so far.
Would love to see more integrations come up or some sort of developer SDK to allow developers to build more integrations quickly .”
“So far Kubera has been great. It works as advertised and seems downloads data without losing the credentials like some software. The charts and graphs are really good. I love the capability of exporting everything to excel. Well done”
“If you’ve been looking for the perfect portfolio tracker for all of your accounts, look no further. Kubera is the most elegant solution on the market.”
“overall the platforms allows me to integrate most of the portfolios I have. It's very userfriendly. Sometimes it has issues in terms of automatic updates.”
“I've been very happy with Kubera so far. I appreciate how no-nonsense and focused it is. Currently what I would like to see added is more options for graphing, visualization, and comparison to benchmarks. I'm a long time user for personal capital for aggregation before kubera and this is the area I find myself still loading up PC from time to time.”
“It's been the only swiss army knife of portfolio trackers that I've come across so far. Being able to see all my investments and assets in one snapshot has given me peace of mind and saved me too much time to try and calculate. Genius idea!”
“I like Kubera because it can connect to literally anything, regardless how niche (this includes my UAE bank accounts and even my old employer provided 401k plan in the U.S.).
Also, for any issues/support, they respond very quickly and are always helpful.”
“Very easy to set up and serves the function of tracking your assets well. Easy to add accounts and update figures. However missing basic functionality like showing prices of stocks, crypto etc.”
“Kubera is hands down the best portfolio platform out there. First it is simple to setup with many, many integrations, easy readable reports and very important a beneficiaire solution in case the user is unresponsive.
This is the only portfolio tool I’m using at the moment. I”
“I am an ex-pat from the US living in the UK and found Kubera as a method to consolidate my USD/GBP investment accounts and track my net worth. The main features I find useful currently are:
1. Total net worth and being able to convert between currencies
2. Daily change of total net worth
I would also say the integration process was much smoother compared to when I first onboarded during a trial.
Still, from these positives, I would not say that Kubera is worth my subscription. I think there are a lot of features that I use frequently from brokerages that would improve my experience to be minimally viable. Most of my comments apply to the mobile version of the site as I do not use the site on desktop. To that effect, I am also waiting on an actual Android app :)
1. Graph visualisation--this exists at the bottom of my page but there is no way for me to view data points. There is also no way to change or know the time basis
a. Would be useful to see graph visualisation per-account or per-asset
2. Way to view total assets across all accounts, and/or ways to group assets together and then subsequently view visualisation
3. % change in each account -- I have no idea what time this percent change spans across. I also have no way to change it. It is not consistent with daily/monthly percentages at the top”
