“I like it very much. Easy to use.
What could be better:
-more scenarios to play with (inflation, market shock, etc.)
- look through real asset allocation across all holdings
- bank integration in Europe/Switzerland”
“For longest time, I was not able to group my crypto with my portfolio. So, I did not a complete view. With it, I am able to see the best picture.
Thanks”
“Good to be able to see all of my finacial accounts in one place. Bad that they always get disconnected and I have to reconnect them. I hope this technology improves in the future...”
“Nice clean dashboard. Syncs pretty quickly. I like the accuracy of the crypto balances. Having used Personal Capital before, I do miss the visibility into transactions (e.g. see credit card charges) but that isn't what Kubera is for. Overall I like it and in ways it's healthier for me to NOT have extreme detail viz like I used to check daily. This is more birdseye. Again love the clean UX.
-EB”
“I tried a number of investment aggregators and Kubera was the best fit for my needs. It offers flexible spreadsheet-style views that automatically update with all of my investment accounts. Its very intuitive and makes it much easier to see how my investments are performing.”
“Relatively straightforward to use but the most important element (connecting to your personal third party investment systems) has been unreliable on several connections.
Great idea but not able to connect everything I want so ends up being manual in several instances”
“So far my experience with Kubera has been OK. I had a significant hick up related to the different types of connections and duplicating accounts when reconnecting a bank, but Umesh was wonderful and helped me fix the issue right away. Customer service has been great, which I really appreciate.
I don't give it 5 stars because there are still a few institutions Kubera can't connect to so I am required to do some manual work. Ideally, we should be able to be fully automated.”
“Kubera has the most reliable connections to accounts I had ever compare to all the other wealth tracker.
Fast forward feature is better than any retirement calculator in the market because wealth management and projections do not stop when I reached the magic number.”
