Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“Overall the platform is great. Very pleased with the ability to track a variety of asset classes and allocate them to different categories. The breadth of integrations is also really strong; particularly international assets. When I relocated internationally, the previous platform I used (major US platform) no longer met my needs and Kubera stepped in to fill that void. That being said, I still see a couple of significant gaps. First, the reporting is pretty terrible and outside of the roll-up, there's no material way to report on trending groupings valuation over time. Second, there is no mobile app / interface, so if you're interested in looking at a particular account (crypto is a good example where this might be important), you need to be at a desktop / laptop. These are pretty significant misses given the fact that it's a very expensive paid service, so hopefully these improve soon. As it stands, it's a great place to see the value of individual assets and your overall portfolio value...”
“Easy to set up and manage. Bank feeds for some accounts don't work, unfortunately, but for the most part, they're pretty robust. I wish there was a tax view where I could see cost basis and where assets were held between taxable, tax-deferred, and Roth.”
“Kubera is the app I’d craved forever! Now it’s easy to see my total net worth from all assets very easily. All my investments linked including crypto, banks holdings and real estate. Easy to use, links to everything with a sexy UI😀 I’m viewing it several times a day to inform my investment decisions. Highly recommended!”
“Kubera is a great resource to monitor all my accounts in one place! Plus the added feature to safely secure private documents like insurance policies or contracts is a necessity.”
“Kubera is my favorite of all time finance tracker. It is the most modern, clean, simple and diverse portfolio tracker on the market. Please do yourself a favor and at least try the 14-day trial before you look elsewhere because I’m confident after using it just for a little bit, you’ll realize how simple and clean your entire net worth looks on a single page (that includes every asset to your name). It’s extremely customizable, and rearranging orders, moving things around from section to section is a breeze. I’ve recommended it to many and everyone loves it.”
“I've found this to be a very useful app. I hold a number of different tokens on different exchanges and in different wallets and had a hard time quickly seeing the overall value of my holdings. Kubera solved this for completely by compiling and summarizing all my positions into one report and automatically updating price changes as they occur. I access this data several times a day highly recommend the Kubera system.”
“I have so many “ exotic” investments that my family doesn’t know about. Kubera gives me peace of mind that should something unforeseen happen to me the assets will not be lost.
Would REALY love it if it worked a bit more like an accounting program. I sold a hotel and just had to delete it. Also would be good to know which investment are paying off, and would LOVE it if I could generate tax gains and losses, which are particularly hard with crypto currency.”
“Kubera allows you to connect to all your financial accounts everywhere to get a holistic view. They use multiple financial aggregators and have a lot of coverage so it is quite likely that your accounts are supported, even if it is international or crypto!
They are still growing and adding new features very quickly. I’m holding back one star for when they add more analytics or an API which will take the usage of their product to a whole new level!”
“Helped a lot managing and checking my finances. Loved the simplicity of the graphics and overall use - I just don’t give 5/5 because I would love to check my holdings on the go (with a mobile app) and I found some difficulties trying to connect a business bank account (however, I believe that’s directly an issue with my bank, not Kubera, so there’s that). Other than that, 5/5! Loved it and reasonably priced.”
“The experience of signing up for Kubera and start documenting my investments have been life changing for me. Now I have perfect clarity of my investments across various financial institutions and instruments. All synced up in one place. It has become a weekly practice to check the investments, add any new investments made in the month. Thanks a lot Kubera team for the latest PWA 👍🏼🙏🏻”
“Kubera is the answer to what many people have been looking for in terms of simplified portfolio management with real time data, all in one place. Designed in an extremely simple and user friendly manner but yet packed with a lot of desired features and capabilities, including a hand over to a loved one in case of an unfortunate event. Very well thought through and I love it.”
