“After years of dealing with broken links and constant re-authentication on other platforms, Kubera is a breath of fresh air. The sheer speed and stability of its connections are world-class. While other tools struggle to stay synced, Kubera leverages multiple top-tier aggregators to ensure that my data—from traditional banks to obscure global brokerages—is always accurate and up to date without me lifting a finger.
The platform’s greatest strength is its ease of use. It feels like a high-powered, automated spreadsheet that handles the heavy lifting of tracking over 20,000 different institutions. Whether it’s syncing real-time crypto balances, physical assets, or international accounts in various currencies, the process is instantaneous. I no longer have to spend my weekends troubleshooting "connection expired" errors; I just open the app and see my total net worth in seconds.
If you have a complex portfolio and value your time, Kubera is the only premium tool that actually delivers on its promise. It provides a clean, reliable window into your wealth with a "set and forget" reliability that free alternatives simply cannot match. It is, hands down, the most stable and comprehensive financial tracker I have ever used.”
“I started trialing with Kubera a few months back but it’s such good product I got a subscription. It honestly makes it very simple to see a complex portfolio. Definitely try it out!”
“Kubera has been a very powerful tool aggregating my portfolio. I would love to see a better way to set up and view my asset allocation in order to make decisions as to how I might rebalance in a holistic way”
“I have used Kubera in the past but figured I am better off just manually tracking my portfolio in Excel. Though it didn't take too long for me to return after missing the features that Kubera offers (for example, very stable connections to my accounts, convenience, flexibility in organizing my assets, great customer support in case of any issues). Can't recommend Kubera enough - especially if one has accounts spread across different countries/currencies.”
“It's great. It ingests tough assets like my PCAP statement as well as links to everything. Great insights and updates. I really like it and find it very useful.”
“While it does not connect to all my bank and investment accounts for auto-updating, I have experienced that the AI Import feature has been simple to use and 100% correct, which makes for easy updating. The Fast Forward feature has been an amazing tool, and I find myself tweaking it constantly as I plan my future! Emails to support have also been returned in a timely manner, which is great. So far, I've been pleased with Kubera's performance!”
“Very user friendly UX, helps consolidate all investments across countries and accounts in one place, and clearly has a lot more features which I havent explored fully yet. Love the portfolio notifications and its integration with chatGPT.”
“I have been struggling to get a full picture of my assets for a long time. Kubera has made this task very easy. Of course with data you get what you put in. So carefully add your assets one by one. Kubera does all the rest. A simple , straight forward app to keep track of all your assets in one place.”
“Seamless UX making tracking assets and debts very easy and enjoyable, would reccommend to everyone has definitely helped me keep track of my finances and plan better”
“I run a consulting business and have assets spread across seven different categories (real estate, investment accounts, index funds, individual stocks, crypto, cash, and a small private equity stake). Before Kubera, I was cobbling together spreadsheets and logging into a dozen different platforms just to answer the basic question: "What's my actual net worth?"
Kubera gives me one place to see everything. Real estate equity updating alongside my brokerage accounts alongside my crypto wallets. I can see my allocation at a glance (turns out I'm heavier in real estate than I realized) and track cost basis across the whole portfolio.
The debt tracking is underrated too. Seeing assets and liabilities together gives you the real picture, not the fantasy one.
Clean interface. No upsells. Just a clear view of where I actually stand.
- James”
“I've used many such products over the years but this seems to be the best and most comprehensive in terms of number of connectors, multi currency support and the AI import features.”