“This app is a breath of fresh air from the crowded budgeting apps. It tracks net worth and does it really well.
Some of the features I really appreciate:
- manage assets in different countries and report in USD (Canada in my case)
- track RSU or stock option grants
- shows change in net worth across time by month
- can play fairly intricate scenarios for how networks plays out in the future
- easy connection to various FI including HSBC US, which not all tools support
All in all, unique tool in this space well worth paying for.”
“I use the Kubera app to track my net worth.
I really love that Kubera supports a variety of global banks, currencies, and stock markets. Plus, it offers one of the simplest and most sophisticated interfaces I've seen.
If you're looking for a smart way to manage your global assets and net worth, I highly recommend Kubera.”
“Best site I’ve found for tracking wealth across many asset types, multiple countries and currencies.
Very responsive support when I wanted a niche ticker added to my portfolio.”
“Kubera is a great tool for managing finances. It’s simple, tracks all your assets in one place, and makes it easy to see your full financial picture. Definitely recommend giving it a go!”
“Categorizes many different accounts and assets effectively, as differently as you want. Allows read-only sharing, which is very helpful.
Not a spending tracking tool.
The forecasting is a bit too advanced for me, but looking forward to trying and figuring it out.”
“Sometimes an application comes along that meets your needs immediately. Kubera is one of those, really useful without being a pain to set up, improving in ways I might have thought to ask for but they got there first. Need to know how you doing financially (assets/liabilities etc.) then Kubera is the tool. As an FYI my first use case/driver was estate management and my lawyer was hugely impressed!”
“It's a good product for what it does. Replaces the excel spreadsheet. Love the IRR calculator built in, although it seems buggy. REALLY DISLIKE that they have access to my actual data.”
“I've finally found a simple but also super customizable way to track my assets, both standard and exotic. Kubera tames all my different accounts and investments in a way that no other platform has even attemped. I love the look back and look forward simulations as well.”
“Excellent tool for the organisation of our modern financial lives. With so many different platforms, assets and accounts -- it's great to get an overview of what's happening.”
“Overall, it was a great experience using the system. However, some improvements need to be made, especially in the scenarios front and the bank connection expansion.”
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