Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“A great subscription to track and stay abreast of your net worth with automatic linking to all financial institutions. Great forecasting and visual representation tools also included.
Very responsive tech team makes for an A* product and I highly recommend Kubera.”
“First and foremost, this package has been a huge gift to our marriage. It offers a low maintenance way for us to see the complete financial picture of our partnership at anytime. We spent an afternoon together setting it up & we are now able to make intelligent financial decisions without spending a lot of time (that we don't have) creating & updating spreadsheets and trying to pull up information from every bank, credit card, etc that either of us uses. Some institutions don't make it easy (or possible at all) to share information with a partner so this has been a wonderful way around all of that.
If you are a business owner who has to sometimes provide a personal financial statement to banks or investors, this will save you tons & tons of time & you will wonder how you ever got by without it.
We have used personal finance software in the past & found it very difficult & time consuming to keep up with the mounds of tedious data.
This program is sleek & easy to use. The one weak spot is the various third party connectors to the financial institutions, but this is not really Kubera's problem. It is an evolving area that will no doubt see improvements as time goes on. There are some connections that are flawless & others that need babysitting but this is still very manageable compared to entering transactions in a traditional bookkeeping package.
We have found that the ROI calculations are better than any other tool we have looked at. We like the approach of tracking the amount invested vs current asset value; rather than trying to track individual dividends, capital gains, etc.
In summary this is a great tool for people who are focused on their overall net worth instead of budgeting (tracking miniscule transactions). They are continually making improvements and we look forward to what they will come up with next. A big 'Thank you' to the developers at Kubera for an outstanding concept & implementation. We highly recommend this package!”
“Kubera is my go to place for my finance aggregation. Previously I had used Personal Capital, but since I've moved to Kubera, it has made my life much easier. Kubera offers a wider variety of institutions (that work) to connect with. It's a breeze to handle all of my accounts in one place. I would highly recommend it to anyone looking to quickly aggregate all their financial information.”
“Great tool overall, nice seeing all my stuff in one spot. Could def improve on real estate accounting, since it wasn't the most intuitive to get all the interest rates / payoff schedules set up. Otherwise pretty solid”
“Exactly the tool I needed. Gives me clear and uncluttered view of all my assets in an easily accesible view from my PC or Phone. Very much like the ability to also share net worth with my spouse. Customer service is excellent and very responsive. They also added some new features that I requested for.”
“Someone finally made an asset tracker that strikes the balance between high-level views and details. I love the daily emails with the biggest movers in my portfolio, and the flexibility to organize things how I want.”
“I love how Kubera pulls together my accounts from Canada, the US and crypto.
Removed one star because I am concerned about the reliability of the service. Often hangs my browser tab and seems to take forever to do anything I click on.”
“I was a dedicated Mint user and evaluated several alternatives and chose Kubera. Connectivity to sources are plentiful and support is amazingly responsive.”
“I like Kubera, it gives a very synthetic view of all your assets and is very well suited to the needs of HNWI. I think it's still missing too many real time connections with banks as well as funds and shares. This is probably a European problem and most of my assets sit in Europe.”
