Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“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.”
“I tried lots of different money management platforms that were designed around an opinionated approach that I didn’t agree with. Kubera is the first that is powerful and flexible. It has the broadest account support of anything I have tried, and incredibly responsive customer service for any questions.”
“I used Personal Capital (Empower now) for the past 8 years and just switched to Kubera. I really like that Kubera offers multiple connectors (Yodlee, Plaid, Mastercard) to connect to accounts - I had issue connecting with my Fidelity account on Personal Capital but with the multiple connections on Kubera, havn't faced the issue. Also, I really like some of the customization features that Kubera offers - ability to compare growth in net worth and investible assets to benchmark indexes like Dow, S&P; or looking at the distribution of net worth between different asset classes.
Personal Capital does offer more views and sectoral analysis of the portfolio so there are some cons to Kubera. Plus it is a paid product vs Personal Capital which is free :)”
“Awesome tool, once all the connections are synchronised to start up (took me about 90 minutes), this was a super helpful tool to track wealth over time, including for listed securities”
“Wonderful application for tracking all your assets, beautifully clean and simple. I tried so many applications before Kubera and I'm extremely happy with it. It supports pretty much everything.”
“My experience with Kubera has been largely effortless, aided by its user-friendly interface. The process of connecting accounts from my various financial institutions was straightforward, saving time while ensuring accuracy in tracking assets.
The platform has consistently provided daily updates on the performance of my portfolio, contributing to a clearer overall financial picture. Kubera's dashboards are thoughtfully designed, balancing aesthetic appeal with functional insights. Despite being data-rich, the dashboards are easy to interpret, offering actionable information to aid in financial decision-making. In a nutshell, Kubera offers a blend of simplicity and insightful updates, making portfolio management a more accessible and informed process.”
“I’ve been looking for a tool like this for 20 years. It is a great simple way to track net worth. The fact that they went through the effort of supporting all the different aggregation platforms shows that they are serious. Well done Kubera. I have recommended to all my friends and advisors.”
“SInce I started using Kubera, It has been so easy to mange and monitor all my assets. Another big pro is the support they have, very responsive and highly professional. The best asset tracker in the market!”
“I love the simplicity and organization of financial information. I have used Mint for many years, but Kubera is more powerful, from a holistic viewpoint. I also like the ability to attach files to accounts and designate a beneficiary for the information, so you have peace of mind that your financial information will be passed on accurately if something happens to you.”
