“I have tested almost every tool that gives you and overview of your financials out there. While kubera isn’t perfect (largely not their fault, but banks tech issues with the APIs), it is by far the best out there. UX and connectivity is unparalleled.”
“Simple app, use it alongside personal book keeping software for quick and accurate balance sheet. Easy to share with spouse and anyone who needs to see.”
“Great platform. Highly recommend for wealth tracking.
Would love to see the option to share reports or snap shots. Would make sharing with banks and lenders so much easier.”
“Easy to set up and gives me an easy way to track my financial picture and share all the details with others who need access. Better synchronization tools than any other financial tracker I have used.”
“I have found the app to be transformative for me in being able to see all my investments, in live time, in one place. Very simple to use. There were some complications setting it up, with multiple currencies and holdings, but the Kubera customer service team was super responsive in resolving issues and now that everything is set up correctly it is incredibly helpful and valuable for me.”
“My central campfire tool for all my finances. Team is sharp and agile, and often replies directly to support requests or needs. Evolutions are quick and quite impressive. Cannot recommend highly enough. I’ve converted more than a few friends over, and will continue to do so.”
“Very easy to use. The charts, functionality, and presented data are all useful and easy to navigate. Viewing all of my finances in one place has never been easier.”
“Clean solution for tracking a variety of digital and real assets. Also great for sharing sensitive information with your loved ones with a few smart options to do so.”
“Kubera has a slick interface that brings together financial data from various accounts. I love how it's able to sync cryptocurrency wallets and accounts seamlessly.”
“Easy to set up for almost every account. Like that you can store documents by line item to document key facts. Appreciate it updates regularly. I like all items reflected in one spot and the tracking of returns across all holdings, and being able to drill down from a single tool.”
“Kubera has given me a top down view of my entire net worth, not just my portfolio. It helps me track all of my assets and debts no matter how small or in what form. I have no other tool that gives me this visibility. New features are constantly being added which gives me a positive feeling about any current gaps it has. The account authentication methods are very diverse which is great since some banks better integrate with Yodlee over another or vise versa. I also really appreciate the method to pass this info in my death to a loved one. So far I am a customer for life!”
“Having tried almost all the aggregators out there, I found Kubera to be the best fit for my asset management. It is best suited for portfolio tracking with assets around the world. Some nice features of other applications like Personal capital are missing, but overall great product and a great support team.”
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