Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“Some of the forecast features feel limited and/or contradictory. When I add in a rule for my public employer RSU grants, every time I log in it "forgets" what stock ticker should be linked to the grants. Similarly, I can't separate the grants, I have to treat it as a monolithic grant.
Otherwise I generally like the product.”
“Smooth experience so far! Would love to have additional visualizations/analytics – for example, time series performance of $100 invested in your equity portfolio at inception (i.e. only the returns and not the capital inflow).”
“Nice interface. Has all the financial info.
Importing can be clunky, and at times certain things drop off, and have to re-establish.
I also wish it would import individual transactions in order to keep track of spending. But also to be able to create custom labels for home budget analysis, and tax purposes at the end of year. I still have to use Quicken for that. Ideally there would be just one platform that does it all.”
“Wow! How did we ever track our portfolio without Kubera? I'm a Canadian residing in Dubai, with various assets in multiple currencies (equities, BTC, crypto, real estate). I love how easy it is to just flip from one currency to another without using another app. On top of this, the "Fast Forward" function allows you to model your portfolio 5 years out. I'm using this function for a bear case, a base case, and of course a bull case. Syncing with international bank accounts is a breeze, and we can also monitor our Bitcoin and crypto assets, unlike other financial apps that are solely providing TradFi options (finally). All in all, Kubera is the app I've been hoping to find for quite some time, since we can see our entire portfolio all under one roof. Highly recommended.”
“It's very useful to have an overview of my finances, it's so difficult to do it by hand.
Some of the connections don't refresh automatically and some others seem to be broken, but I'm not told about it. I suspect the numberi get were only really accurate when I added the connections and they aren't anymore. They are good approximations anyway, but it would be great to be able to have the real accurate and real time view of my finances”
“It’s been great. I enjoy getting the daily summaries and to also arrive at particular scenarios. Kudos Kubera. Easily one of the best new worth tools I have seen out there in”
“Kubera is great so you can keep track of your investments. Banks won't tell you if a GIC has matured and the money isn't earning any interest. With Kubera I can monitor all my investments at all the different institutions and make sure everything is continually growing.”
“Kubera has been quite helpful in managing and tracking my net worth. I really appreciate the redundancy of the data feeds to keep things nice and accurate. I love the flexibility offered to customize how my net worth presents to me. The ability to add files and notes to specific assets is awesome.”
