“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.”
“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!”
