“Simple, smart, and support is responsive. Kubera gives me a view of my portfolio I cannot get with my other apps. It fills a niche.
I tried it out to know if it provided what I needed and it was BIG YES.
I hope it grows and matures with some additional functions in future.”
“Kubera has been the first personal finance app that actually brings all my accounts and assets together in one place and keeps everything organized without turning into busywork. It handles traditional accounts, alternative assets, and even the odd holdings I used to track in spreadsheets. The real surprise is how smoothly it works with ChatGPT. I can ask questions about my positions, trends, or specific accounts and get clear answers quickly. It’s the rare tool that feels both powerful and genuinely useful day to day.”
“I have really enjoyed this product. Being able to download detail and Excel is very helpful. The mobile application works well. Thank you for all you do!”
“Very useful for getting a broad overview of financial picture. I got it for free for the first year and have debated whether I'll renew but have decided to do so. But there's definitely room for improvement too - Easier ways to understand individual stock holdings (like, what's my cost basis for each one, etc without drilling down to individual items) and there's other little annoyances like the fact that margin loans don't show up as 'debts' even though obviously they should be.”
“For me the value Kubera is the ability to get an instantaneous overview of all my investments. This encompasses commodities, stocks and shares on multiple global exchanges.”
“I have only had Kubera for a few months but it has been great to get updates every day on how my portfoloi is doing. I wish I knew about Kubera a long time ago.”
“I have enjoyed Kubera. I have several different brokerage accounts, private equity investments, and real estate. Kubera coordinates between all investments so I can see the big picture.”
“I love that there's a Kuber GPT feature! The ease of use makes it quick to understand your Net Worth—very good tool, highly recommended.
- Devin Pillemer”
“Kubera has honestly changed how I manage my finances. It pulls everything together stocks, ETFs, bonds, VC and real estate in one clean, reliable dashboard. Highly recommended for managing diversified portfolios.”
“Allows me to aggregate all my financials. Some of the accounts too some time to link but it’s not the fault of the app. I really like the forward and how the future may look given certain parameters.”
“Its a great platform on how it pulls together the streams of the various assets incl. multi-currency and hard assets eg gold. The ability to create various tabs to structure and organize assets eg retirement vs others makes it also easy to sort through. The dashboards allow to assess teh segmentationa nd allocations across different financial instututions which help to make more informed decisions.”
“I have used many financial programs and apps. I find Kubera to be the easiest way to total and categorize all assets held in multiple institutions and "real" assets not held at institutions.”
“So far I'm a huge fan of Kubera as a tracker for my investments. The Recap and Fast Forward tools allow me to simulate different scenarios and consider whether to adjust my goals at for different time periods. Looking forward to seeing this service grow and become even more valuable over time.”
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