Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“I find Kubera very helpful in organizing my finances, and especially love the simple user interface (just like Excel), multi-currency features, focus on investment tracking (not as add-on to a budgeting app), ability to cater for international investments (not just US) and alternative investments. It would be good if Kubera could also allow users to tailor-make their own reports (not just restricted to the templates), and allow users to change mode of log-in (I initially signed in using Google account and want to switch to email+password but can't).”
“I am incredibly impressed with Kubera as a wealth management tool. It is user-friendly and adaptable to your specific needs. I also appreciate that you can add information, including key documents, to support your different accounts - you can have all of your asset information in one place! Also, the customer service is excellent- I have received several quick responses to my questions. Well done!”
“It was relatively easy to install. Would like to have it pick up known accounts like credit cards. Of course I'd still need to supply the login info but at least i wouldn't have to search for something. Net worth change is confusing sometimes when you move money around. Possibly a timing issue. Same for major payments.”
“My experience so far has been very positive.
Improvements I would like to see:
- One place where I can see all of the accounts that need to be updated.
- The ability to see recent transactions for synced accounts (even if it's just read-only).
- The ability to track the wallets of more crypto altcoins.”
“So far, so good. This app is exactly what I needed to give me peace of mind! Knowing my family will have a clear and concise view of our financial situation if something were to happen to me is worth the annual price tag. Add the networth, and asset/investment tracking tools and it quickly became my go-to app. The updates are always welcome and provide additional value. There's the occasional hiccup with bank connection reauthorizations, but that's to be expected with any financial app. Keep up the good work!”
“Good service and price-worthy. However, would like better UI regarding new valuations to private/non-listed assets, such as private stock. There should be an input possibility to connect a new valuation to some supporting document.”
“Very robust platform with good interconnectivity with many local and international banks. What won me over to subscribe was their support - very fast, efficient and responsive.”
“Really like it, but would like to see better details around asset allocation (stocks, bonds, international, alternatives like crypto, company stock options/RSUs), and retirement vs non-retirement/tax-advantaged savings. More tools to help users understand their early retirement/change in lifestyle. I think most users willing to pay for something like this vs a free option like personal capital are going to want to leverage tools that help them financially plan for early retirement or potentially changing careers to a lower stress job once enough assets are accumulated.”
“It's a really nice platform, although most of its functionality is available through free tools like Personal Capital. The new fast forward feature is nice though.
Personally I'd like to see less focus on supporting the latest crypto stuff and more on better support for funds and underlying equities etc. My ideal tool would provide better support for tax loss harvesting, and portfolio rebalancing”
