“So far, so good. This app is exactly what I needed to give me peace of mind! Knowing my family will have a clear and concise view of our financial situation if something were to happen to me is worth the annual price tag. Add the networth, and asset/investment tracking tools and it quickly became my go-to app. The updates are always welcome and provide additional value. There's the occasional hiccup with bank connection reauthorizations, but that's to be expected with any financial app. Keep up the good work!”
“Good service and price-worthy. However, would like better UI regarding new valuations to private/non-listed assets, such as private stock. There should be an input possibility to connect a new valuation to some supporting document.”
“Very robust platform with good interconnectivity with many local and international banks. What won me over to subscribe was their support - very fast, efficient and responsive.”
“Really like it, but would like to see better details around asset allocation (stocks, bonds, international, alternatives like crypto, company stock options/RSUs), and retirement vs non-retirement/tax-advantaged savings. More tools to help users understand their early retirement/change in lifestyle. I think most users willing to pay for something like this vs a free option like personal capital are going to want to leverage tools that help them financially plan for early retirement or potentially changing careers to a lower stress job once enough assets are accumulated.”
“It's a really nice platform, although most of its functionality is available through free tools like Personal Capital. The new fast forward feature is nice though.
Personally I'd like to see less focus on supporting the latest crypto stuff and more on better support for funds and underlying equities etc. My ideal tool would provide better support for tax loss harvesting, and portfolio rebalancing”
“Very clean and well put together software. Ability to add your own asset values and other alternative investments is a great feature. Have recommended this to many people as a way to keep track of Net Worth.”
“Comprehensive, easy to use, and it makes sense. I prefer Kubera over the app I previously used because it includes all the accounts I want to track and it keeps up to date.”
“Kubera is the tool I was looking for to track my net worth. I love the simplicity, the automatic updates, the reports, the support for multiple currencies and especially the beneficiary and trusted angel feature, it certainly gave me additional peace of mind!”
“A good software overall, unfortunately it seems to be lacking quite a bit of flexibility such as adding transactions or changing names of categories or have subcategories and more. Also connections don't work well at all, none of my bank could connect properly and one of the biggest exchanges in Canada is not present. Fine with me as I prefer to do these manually.”
“While getting our finances in order, my husband and I tried so many apps (like Personal Capital) that would constantly disconnect and failed to bring data in from our financial institutions, and/or couldn't connect with half of the institutions (especially to track crypto), that we would end up with an incomplete and inaccurate snapshot of our finances. We had almost given up hope until we found Kubera. It has now become an essential part of our day, to track balances and net worth. It's a great tool for couples looking to establish (and hit) long-term financial goals.”
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