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Kubera Reviews

4.8 Rating 1,609 Reviews
98 %
of reviewers recommend Kubera
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Anonymous
Anonymous  // 01/01/2019
“Like the layout...clean and simple. Syncing of accounts is good, have to re sync every now and then but better than other applications I've tried.”
Helpful Report
“I enjoy the Fast Forward and Recap features and connectivity tends to be excellent. I wish the net worth graph looked more like the Empower Personal Capital one, more exact instead of wavy, but that's an aesthetic choice. I do think this service is about $50 too expensive but figured it has been fun to use for at least the one year I've committed to. Hopefully newer features are added so the service is more worth the $150 price tag.”
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“It is nice to be able to track all of my financials in one place. There is a lack of a certain amount of editablility, but otherwise it is very helpful.”
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“Very impressive UI, easy to use. Cuts down on managing spreadsheets but most importantly tracks automatically what is a cumbersome and tricky thing to manage, once you realise your financial footprint! Behaves as you would expect it to.”
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“I love that I can create my own categories. I wish I could customize the Home Screen”
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“Kubera is a great idea. Some of the connections and automated charts can be clunky/inconsistent and I think user-friendliness could be better.”
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“Excellent app to track the evolution of your net worth over time, especially if it is spread across various asset classes and platforms. Using Kubera has enabled me to make strategic decisions on how to rebalance my portfolio to meet my financial goals. Additionnally, the customer service is always very quick to handle my queries.”
Helpful Report
“Kubera has been exactly what I needed it to be. A service of immense quality that helps me to effortlessly track all of my investments accross multiple asset classes. Automatic calculation of my net worth is immensely helpful. All that is just a glimpse of many more amazing features that Kubera offers. I would highly recommend it to anyone who wants to take investment and net worth tracking on another level.”
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“Solid, reliable, single purpose solution for net worth management and tracking”
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“Excellent product offer the price for a UK portfolio”
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“Kubera really is a help. Since I've been using it, I've had full transparency about the development of my assets. I have looked at and tried many tools, but Kubera simply has the best synchronization.”
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“Kubera is the best personal finance tool I have used. It’s simple and straightforward. The best feature is the ability to consolidate currencies.”
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“It's a nice package, and the daily email updates are useful. The team appears to be continually upgrading the software and is very responsive to questions and suggestions.”
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“it works good. real good.”
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“Easy to use, love it. Like the financial projection tools as well.”
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“Great app, solves a lot of my problems and I enjoy using it. I wish they had better portfolio attribution and fund decomposition”
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“Beautiful interface that is easy to use and maintain, and helps me keep track of net worth across diff asset types”
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“Excited to finally have a tool that is not ad-supported. There is always consistent feature updates and the tool is a great aggregator - most aggregators don't show the funds INSIDE of accounts. So that's huge. Lastly, the reliability of login Oauth options ensures I don't get hit with annoying alerts of "account out of sync". Highly recommend for folks serious about managing their wealth and looking to level up beyond the easy tools like Mint.”
Helpful Report
“Kubera is the best software I've used for tracking net worth and I highly recommend it. Their customer service team was very helpful and responsive when I needed support connecting with one of the banks I use.”
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“Very simple to use, has all the data you need without a bunch of extra noise.”
Helpful Report
Kubera is rated 4.8 based on 1,609 reviews