Kubera is the world's most modern portfolio tracker. Track almost any asset class (traditional & crypto) in one place with Swiss bank privacy & security.
“Kubera is the best tool I've found for tracking my net worth in both the UK and the USA. It seamlessly connects all my accounts in both countries without any issues and manages a wide variety of traditional and alternative assets, such as precious metals and cryptocurrencies, brilliantly. After testing several net worth tracking apps, I found Kubera to be the simplest to set up and the most user-friendly. I highly recommend this app.”
“I've used other products (like Mint) in the past nothing is as comprehensive or flexible as Kubera. Further, as a professional in the digital assets space, I have a lot of exposure to the space and you will be pleasantly surprised as to how robust the offering is for digital currency. The team and support features are great and they are always improving. If there is a publicly available pricing source available on the internet, these guys will connect to it! Since I have been using, I have already had a friend's Venture Capital Fund sign up as he was quite impressed with the ease of tracking and moving things around. I have shared read only link with my financial professionals and accountant and I will be surprised if they dont sign up to use for their clients. It's that good. Do a trial, you will be hooked like me!”
“Kubera is fantastic. It lets me see all my assets in one place. The biggest feature, however, are the super easy to use projections. They help me plan for the future more effectively than tools I've seen from the major brokerages.
I also like how they take my mutual funds' underlying holdings into account when displaying my allocation by sector.
I think syncing could be improved (i.e. with e-trade employee stock) but they've also built it in a way where even when syncing breaks, it still tracks pretty well (based on the number of units of each stock).”
“Kubera has allowed me, a healthcare professional with a limited finance mind, keep the story of my net worth organized and more simple to communicate to family, fiancial advisors, and business partners. The data and visualization in one dashboard makes decision making more simple and strategic. Using Kubera has allowed me to focus on my patient care while maintaining visibility over my growing investment portfolio on a minimal time investment.”
“Kubera has allowed me to get a reliable and holistic view of my net worth in a simpler and more easy to use fashion than any other app out there, and I've tried them all.”
“Very effective net worth tracker, has more than halved the time it takes me to figure our current net worth, and reduced errors dramatically. Financial institution coverage is very comprehensive. As always with trackers, the bulk of the effort is in onboarding, but support is extremely responsive and helpful (industry-leading) for this.”
“Best tool I've used to get a quick and comprehensive view of all my investments, including crypto. Makes it easy to track everything, and to share info with my advisor and heirs.”
“Amazing simple tool that connects in a frictionless way to all of my assets and 3rd parties. enables me to track and make decisions fast ! Strongly recommend”
“Kubera has quickly become my "primary" automatically updating net worth tracking / finance tool. It has been compatible with ALL of my accounts, thanks to their support for the multitude of connector companies.
When I run into a connector issue, the support team is on my issue and works it to completion. Every ticket I have hit has been fixed in just a few days' time. Impressive!”
“Great app for simplifying net-worth tracking, easily the best I've found for this tasks and ver helpful for looking backwards and extrapolating forwards under specific examples.”
“Very complete, flexible and clear management software. There are different options to centralize all types of estate you have, direct and secure connection with your banks. It is so far, the most complete and well made system I have found to have a clear and detailed on my portfolio.”
“Tried several competing programs before finding Kubera. Couldn't be happier with the program and have recommeneded it to others. Easy to use and very effient way to track my assets.”
“I tried several consolidation.apps a d finally settled on Kubera since it offers me the widest range of asset consolidation, and the support Team is very prompting adding some ISIN that were not automatically recognized.”
