Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“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”
“The simplicity of it all is by far the best feature. I've finally found an asset tracking platform that can track everything in one place and it's really easy to do and can connect to any bank or exchange you can think of. I've tried a lot of apps and this one is by far the best for the price and the usability.”
“Really nice tool to see all of your investment portfolio and savings in a single easy to read dashboard. There’s support for a lot of different banks and exchanges.”
“I love the concept. I find the connectivity to accounts is not consistent and has to be reverified which is inefficient. I assume it will get better.
Mike”
