Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“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.”
“I first used this product a few years ago and churned off because the features weren't all there for me. Recently, I gave the app another try and wow. It's a 1/1 product. I don't know anything else that can show so many applications (especially crypto) this well.”
“Found the interface to be exteremely easy to setup and maneuver. The functionality of the program is 1 that allows you to see where your finances live today, and then lend itself to applying a number of different scenarios to the fast forward application, which is also very helpful.”
“Very useful product. Easy enough to set up (takes some time, but worth it). Commnication from the team is world class. Pricing is fair. Highly recommended.”
“Kubera is the only online tool which allows me to track my investment and project in a very simple way my financial future. It mixes simplicity and efficiency in one single tool which is quite rare in the finance world... Highly recommended!”
“Kubera is an exceptional financial management tool! It offers a seamless and intuitive interface that easily tracks assets, investments, and net worth. The comprehensive support for various asset types, including crypto and real estate, sets it apart from other platforms. Connecting multiple bank accounts and investment portfolios ensures that all my financial data is in one place. Kubera's personalized financial insights and regular updates have significantly improved my financial planning. Highly recommended for anyone looking to get a holistic view of their finances!”
“I think Kubera is a big step forward for investors that have a large private portfolio and want to track those investments in an accurate way over time. However, I think there are some simple additional things Kubera can do to improve some elements of the account aggregation snapshot. Namely, better "tax status" of accounts (taxable, tax deferred, AND tax free (i.e. Roth IRA's) ). Better visualization of holdings across exposure type and (improved) tax status. Aggregated IRR by grouping when possible. More flexibility re: performance time period selection, i.e. specific dates, number of days, months, years, to better line it up with market benchmarks. I would love to talk to someone and Kubera as a test case to help improve your product. Thanks for asking. Andy Dudley”
“I have tried several applications to track different assets. Kubera is by far the most feature complete. Easy to use and fully integrated with different third party tools. 100% recommended!”
“Kubera is the best way to track changes in your investments and progress on your debts. It has an elegant planning capability that helps me look forward into the future. And, in a world of demos and flaky performance, is as speedy and reliable as any app I've used. Family offices and RIAs, don't sleep on Kubera!”
