Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“Suggestion: add the ability to input a purchase date for a given asset and also allow for tracking changes in valuation of an asset over time... by doing so one can know whether it is short-term / long-term (or in case of startups, if have held for 5yrs and thus may be QSBS eligible)... and also have a column which automatically calculates the unrealized or realized IRR Perhaps also versus S&P 500 & Nasdaq -- this would make Kubera super useful not just for heirs but for me right now! Thank you, D.J.”
“I just signed up for Kubera because I was looking for a platform that would let me have an easy-to-use overview of my investments. I was tempted to just use a spreadsheet because I was not interested as much in budgeting tools nor did I want to deal with ads or attempts at selling me financial planning services. I just wanted to aggregate my investments in a nice, clean, interface, to keep an eye on my overall financial health and to keep tracking of all the different holdings and accounts. So far, Kubera has been exactly what I was looking for. I'm very happy with it.”
“Just started using the product - prefer to pay for this service versus "free" alternatives - great user interface and expect additional features to be added. Definitely worth it to test via free trial.”
“A simple to use site that has the ability to record all your assets in one place in real time. Exceptional user help made switching to Kubera very easy. Peter A”
“Kubera delivers on its promise - by integrating my bank, brokerage accounts with simple OAuth login, Kubera creates a single view of my assets.
The team is also quick and responsive to customer feedback. I am a happy paying customer.”
“Kubera is the only service that reliably includes my entire portfolio. I've tried multiple services before but some of them don't have Crypto or one of my brokers.
UI is simple but advanced enough.”
“Finally, a place to see everything - and I mean EVERYTHING - within a single dashboard. It's so easy to use and keep tabs on all my assets, including my crypto. I love it!!”
“This is the best finance software i've ever had, it is my dreams come true. I can track all my worldwide assets and live. The team support is absolutely AMAZING, comprehensive, efficient and caring for their customer.”
“Very promising for a fairly new product vs Personal Capital and Mint for pure uncomplicated net worth tracking. Surprisingly good crypto support. Looking forward to seeing where it goes. Well designed minimalist layout makes it easy to input everything fairly easily and track it going forward. Got a few teething problems, mainly connection issues that you would probably experience on other platforms anyway, but I'm willing to work with it and see how it develops. Needs a mobile app or web app, but that is apparently coming.”
“I absolutely love Kubera. It's as easy to use as a simple spreadsheet but has so much going on underneath the hood in terms of integrations. Even when there is no current integration the support and product team have been incredibly responsive in terms of then building any requests into the product. I also love the dead man's switch and the knowledge that if anything happened to me that my family would then be able to get access to one place that detailed our various assets. Cannot recommend Kubera enough, worth every penny!”
“Kubera is one of those services that you can't live without. I'm able to track real estate, vehicles, crypto prices, stocks, credit card balances, banking, and much more all with bank level security. I've tried many services including a plain old Excel file, but nothing else compares. Give Kubera a try and you won't be disappointed.”
“Great product with an exciting future ahead! With accounts & assets across Europe, Australia, UK & America, this product had really helped me get on top of my financial health day to day, while also being able to visualise growth. Excited to see what the road map looks like ahead for this exciting tool.”
“Love it. Good tool for net worth tracking and for that unfortunate process that could happen if a loved on passes on that needs to update their spouse on how to deal with the finances. Not a pleasant subject but a much needed tool in our digital world.”
