Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“Moved over from Personal Capital and love Kubera's simple UI, reliable integrations and crypto support. Still early days so some missing features like benchmarking vs stock market indexes but the team is responsive to feedback!”
“This is the first asset management tool I have used, I wanted something simple and streamlined that could consolidate and present my finances in a simple fashion - Kubera offers this. It has built into crypto tickers as well as integrations with major banks and investment institutions, most of which integrated seamlessly.
I can see the team are actively working on the project, I am regularly asked to refresh the application and changes are often visible straight away (I saw the pluses and minus' added recently!).
However, I feel there could be further customization on the Net Worth section. Data presentation can often feel cluttered when certain "sections" are displayed alongside the "governing asset".
For example, I have a crypto assets, within this I have various "sections" to represent crypto purchase dates, it would be good to be able to remove these "sections" from the overall data presentation OR provide a way to pull in the data which you would like to see specifically, rather than just dumping everything on a single page, it can get kinda messy. Give the user some customization as to how their assets are summarized and presented.
Take the pie charts, instead of dumping them all on the Net Worth page give the user the option to "Add New" and select a specific asset/section which they would like presented, then generate and save that view. I don't want to see all my specific sub sections here.
Additionally, you could add further customization to the "Top Investments" section by providing a filterable drop down, rather than just providing a static data feed. This could include "Top investment by net worth" "Top investment by % gain" "Worst investment" because what you are displaying currently does not represent a "Top Investment", rather which investment is worth the most.
Love the excel exports really handy and the sections nicely format within the spreadsheet so this is another positive.
Overall, love the product and simplicity, as somebody who is new to explicitly "managing my finances" it's been everything I could want with out all of the unnecessary overhead, however there needs to be more customization offered and the net worth page needs some work, but has real scope to become a fantastic product.
Pricing perhaps slightly high compared to more "sophisticated products" but the simplicity is what attracted me in the first place.
4/5”
“Kubera has been incredible! I miss the blockfi integration but that isn't their fault. There is no better platform for monitoring your investments across many difference platforms”
“Great so far, few suggestions:
-for some reason, some accounts need to be manually refreshed sometimes (IBKR for example)
-would be nice if asset or net worth page had a pie chart of holdings by symbol instead of just by account. Basically take the table already given on the right and include a pie chart of that.
-would be nice to eventually include time-weighted returns and benchmark comparison for liquid assets (basically just assets inside brokerage accounts)
Great job so far, looking forward to the mobile app!”
“I love the ability to put different accounts into separate categories. It allows me to separate out kids accounts (like 529s) from retirement and investment accounts.”
“If only Kubera could give me the time I spent over the years trying to do the same thing in excel and never succeeding back... A great platform, simple and flexible with bags more potential, excited to be part of the journey and grateful for being able to track my investments across platforms with such ease.”
“So far I like it, would like more granular detail, as I still have to use Quicken, and a spreadsheet to track my trading activity. Otherwise I do like seeing the snapshot of where I am at.”
“Kubera is the best at what it does that I have found. It allows me to see everything I want to know about assets I have all in one place. No more spreadsheets or visiting numerous sources to find all the values and conversions you need. PArticularly useful for things like precious metals or crypto, which is harder to keep track of than more standard things like an ISA which usually has its own dashboard etc.”
“The only web app that tracks my net worth comprehensively. Fee for the monthly subscription is also reasonable. Highly recommended. Wish it has a mobile app though.”
“Kubera has quickly become an essential app. I mean, the "dead man's switch" that sends documentation to my loved ones is worth the price alone, but this company knows design, and to have a lean portfolio that (more or less) supports every kind of bank / crypto connection under the sun, that's impressive. Oh, their support is responsive and considerate too! Looking forward to how this app grows over the years. Definitely one of the most important apps I gladly pay for (and remember, if you're not paying for it — YOU are the product!). I personally value my privacy, thank you very much ...”
