Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“Very easy to set up and serves the function of tracking your assets well. Easy to add accounts and update figures. However missing basic functionality like showing prices of stocks, crypto etc.”
“Kubera is hands down the best portfolio platform out there. First it is simple to setup with many, many integrations, easy readable reports and very important a beneficiaire solution in case the user is unresponsive.
This is the only portfolio tool I’m using at the moment. I”
“I am an ex-pat from the US living in the UK and found Kubera as a method to consolidate my USD/GBP investment accounts and track my net worth. The main features I find useful currently are:
1. Total net worth and being able to convert between currencies
2. Daily change of total net worth
I would also say the integration process was much smoother compared to when I first onboarded during a trial.
Still, from these positives, I would not say that Kubera is worth my subscription. I think there are a lot of features that I use frequently from brokerages that would improve my experience to be minimally viable. Most of my comments apply to the mobile version of the site as I do not use the site on desktop. To that effect, I am also waiting on an actual Android app :)
1. Graph visualisation--this exists at the bottom of my page but there is no way for me to view data points. There is also no way to change or know the time basis
a. Would be useful to see graph visualisation per-account or per-asset
2. Way to view total assets across all accounts, and/or ways to group assets together and then subsequently view visualisation
3. % change in each account -- I have no idea what time this percent change spans across. I also have no way to change it. It is not consistent with daily/monthly percentages at the top”
“The simplicity of it all is by far the best feature. I've finally found an asset tracking platform that can track everything in one place and it's really easy to do and can connect to any bank or exchange you can think of. I've tried a lot of apps and this one is by far the best for the price and the usability.”
“Really nice tool to see all of your investment portfolio and savings in a single easy to read dashboard. There’s support for a lot of different banks and exchanges.”
“I love the concept. I find the connectivity to accounts is not consistent and has to be reverified which is inefficient. I assume it will get better.
Mike”
“A very effective way to aggregate all assets & liabilities and view in real time. Adding accounts across the spectrum has been relatively teoublefree. The single institution that isn’t updating is being looked into by support after a single e-mail notifying them of it.”
“A fantastic way to summarise my net wealth from multiple accounts. Some connections require a few attempts to connect, but otherwise a great product.”
“My first time using a service is this kind, I like it so far, I just notice a bit of a lag on daily updates, other than that it's great to see my entire portfolio in one page.”
“For what it does Kubera is a good and useful app, although I fee the monthly fee is a little high based on the current features. Im hopeful more features will be added over time that provide more value. For example, It would be good to be able to build custom reports/charts based on the asset data.”
“I am excited to be a customer of a company that understands the impact of the new cryptocurrency sector when it comes to tracking net worth. They are ahead of the curve when it comes to this. I recently had an experience where I requested a crypto ticker to be added to the Kubera platform, and I received a response and implementation within HOURS! Keep up the good work, team!”
“Kubera is a no-nonsense tool that helps us visualize our traditional broker/bank investments along with crypto and real estate. It excels in not trying to be more than that. Just a great way to see our complete fiscal picture summarized and easy to read in one place.”
