Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“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.”
“Kubera tracks all crypto assets perfectly that I need for my family office. Its connections with banks, my credit cards, and more are impeccable. The real time updates and notifications are great too. I wholeheartedly recommend kubera.”
“Super-helpful to track my progress (paying down debts and increasing investments towards retirement). The only issue I've seen is some latency with my main bank account -- but I consider that a minor issue.”
“Excellent platform for getting the "big picture" on your finances. Works with all the accounts I need. Easy to use. Detail where you need it. Would recommend.”
“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!”
