“I’ve looked at many (many!) apps to do what Kubera does so eloquently - give me a single view of my asset that is customizable to how I want to see things. This was the big sticking point with other apps that would impose a set of dashboards or views that didn’t line up to how I view and want to classify my assets. It’s a modern UI, connects across services and fincials institutions and is a joy to use which more than justifies the price. Keep up the great work team Kubera.”
“It's been beyond fantastic. The customer service actually reminds me and chases me on the problems I report. First time ever. I totally recommend Kubera.”
“Kubera was very easy to setup and the connections to my accounts are rock solid. With other tools I have to resestablish my connections frequently, but with Kubera I set them up once and have had no issues.”
“After using several financial aggregators I've found Kubera to be the most versitile and user friendly. The ability to easily add and track private assets is also a key feature.”
“I have used Quicken to record all my financial transactions since 1990. Starting using Kubera to get a more focused consolidated view of my investments. Does a wonderful job displaying key information in a modern easy to read view. Highly recommend”
“Really enjoying working with this platform. Very easy. Syncs with most of my other financial services. Stays up to date with logging in the most recent account balances. I plan on using this as my primary platform for the forseeable future.”
“I LOVE Kubera! So easy to onboard--only had a couple of questions during the process and the Kubera folks were super responsive. Platform is very flexibile and dashboards easy to create, customize and view. Seeing my assets all on one platform is a huge improvement from what I'd been doing before. My situation isn't super complicated (mostly public securities, hedge funds, crypto and VCfunds)but the system will accomodate multiple parties and more elaborate balance sheets.
Highly recommend Kubera!”
“I like the idea of it, I just think it can use some more work on making it work better and reporting things daily or even monthly to show how your overall net worth is moving. I see assets each day, but not expenses”
“Kubera is a solid platform to track all your assets in one place, bank accounts, investments, real estate, even crypto. The interface is clean, syncing is reliable, and I like how it gives a clear picture of my net worth and portfolio performance across different markets. It saves me the hassle of juggling multiple apps and spreadsheets. Definitely useful if you want a comprehensive view of your finances.”
“I've tried many platforms and even building my own spreadsheets. Kubera is the best way I've found to keep track of your net worth automatically, with great features for looking back and projecting forward in time.”
“I like the simplistic interface of Kubera. The Excel-like data entry is simple and easy to understand, while the charts show the views that you need for your finances.
I use other tools like YNAB and Monarch Money for my money flow (budgets), while Kubera gives me the net worth (snapshot) and future projection views.
Another neat feature of Kubera is the ability to inform your family members about your portfolio and insurance in the event of an unfortunate incident.”
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