(4.5 / 5)15+ Ratings

Kubera Reviews

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Overall Rating

4.5

15 Reviews

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About Kubera

Kubera is a modern portfolio and net worth tracking tool designed to help users manage their wealth by organizing all their assets in one place. It allows users to track various investment classes, including crypto, global currencies, stocks, precious metals, and even assets like cars and houses. The platform supports connections to over 20,000 banks and fintechs, as well as major crypto exchanges and wallets, enabling real-time value updates and automated account aggregation.

Key features include:

Automated account aggregation for bank and brokerage accounts.
Support for multiple currencies and crypto.
Document vault for storing important financial documents.
Legacy planning tools to ensure the safe transfer of critical information in case of incapacitation.
Bank-grade security with Two-factor authentication and no data selling for ad purposes.

Kubera is designed to provide a comprehensive view of a user's financial picture, making it easier to understand and manage their investments.

Kubera Pros & Cons

Pros of Kubera:

Flexibility in Asset Tracking: Kubera allows you to track virtually any type of asset, including stocks, crypto investments, bank accounts, loans, life insurance, real estate, vehicles, precious metals, web domains, and more.
Global Compatibility: It connects to over 20,000 banks worldwide, including international accounts, and supports a wide range of currencies.
Ease of Use: The platform has a simple, Excel-like interface that makes it easy to use and navigate.
Automatic Tracking: For stocks, crypto, metals, and connected accounts, Kubera automatically tracks changes in value over time.
Security: Kubera employs bank-level security, cutting-edge encryption practices, and two-factor authentication to keep your data safe.
Beneficiary Management: The platform includes a beneficiary management feature that ensures the safe transfer of your portfolio to a designated beneficiary in case of unforeseen events.
Data Transparency: Kubera does not monetize your financial data and does not pester you with ads or upsells.

Cons of Kubera:

No Goal-Based Financial Planning Tools: Kubera does not offer goal-based financial planning tools, which might be a limitation for some users.
Data Refresh Requirement: Accounts must be refreshed periodically to update data, which can be inconvenient.
No Mobile App: Currently, Kubera does not have a mobile app, although it is accessible on desktop and plans to improve its web app.
Expensive Annual Fee: Kubera charges an annual fee, which might be a drawback for some users.

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Kubera Customer Reviews (15)

0/5

Peter Ackermann

Verified Buyer

Jul 13, 2024

Melvin White

Verified Buyer

Jul 13, 2024

Stacey Scott

Verified Buyer

Jul 12, 2024

Abdi Wijnja

Verified Buyer

Jul 12, 2024

Tamara Vizirov

Verified Buyer

Jul 12, 2024

Leon Meyer

Verified Buyer

Jul 11, 2024

Edward Myres

Verified Buyer

Jul 11, 2024

Florence Anderson

Verified Buyer

Jul 10, 2024

Arber St-Jacques

Verified Buyer

Jul 10, 2024

David Berg

Verified Buyer

Jul 9, 2024

Kubera Customer’s Q&A

No question yet

Kubera Features and Benefits

Key Features and Benefits of Kubera:

Comprehensive Portfolio Tracking:
- Multi-Asset Support: Tracks traditional investments (stocks, bonds, etc.), cryptocurrencies (Bitcoin, Ether, etc.), and other assets like homes and vehicles.
- Global Connectivity: Connects with over 20,000 different banks and financial institutions worldwide.
User-Friendly Interface:
- Easy to Use: Designed to be as simple as a Microsoft Excel spreadsheet, making it accessible to users of all ages.
- Customizable Dashboard: Allows users to organize assets and net worth in a single, easy-to-edit dashboard.
Advanced Financial Planning:
- Scenario Planning: Offers the 'Fast Forward' feature for dynamic, flexible scenario planning without arbitrary retirement dates.
- IRR Calculator: Automatically calculates the internal rate of return (IRR) for investments based on current value, price, and cash flow details.
Security and Privacy:
- Bank-Level Security: Employs bank-level security, cutting-edge encryption practices, and two-factor authentication to keep financial data safe.
- No Data Sales or Ads: Ensures privacy by not selling user data or showing ads.
Beneficiary Management:
- Dead Man’s Switch: Includes an automated 'Life Beat Check' that can sense extended periods of account inactivity and send the portfolio to a beneficiary.
- Secure Transfer: Ensures the safe transfer of financial information and important legal documents to a designated beneficiary.
Collaboration and Sharing:
- Granular Access Control: Allows users to share portfolios with trusted individuals, granting full control or limiting access to specific portfolios.
- Secure Link Sharing: Enables users to create a read-only version of their account and send a secure link to share with others.
Customer Support:
- 100% Human Support: Offers real-person customer support via email, ensuring timely and personalized assistance.

Kubera Pricing

Kubera offers several pricing plans:

Kubera Personal: $150 per year for individuals who manage their own portfolios. A 14-day trial is available for $1.
Kubera Family: $225 per year for collaborative use with family and extended teams.
Kubera for Business: Starting at $150 per month for an all-in-one client portal for financial advisors and multiple family offices.
Kubera Black: $999 per year for High Net Individuals (HNIs) and Single-Family Offices, featuring nested portfolios, unified reporting, granular access control, and early access to new features.
Kubera White Label: $199 per month for a B2B solution allowing firms to roll out self-branded Kubera software to their clients.

For a 14-day trial, Kubera offers a $1 option for all plans.

Kubera FAQs

Kubera Alternatives

Here are the top alternatives to Kubera.com based on various sources:

Finary - A portfolio tracker with built-in performance reports, integrating with 10,000+ banks and investment platforms worldwide.
Exirio - A wealth management platform that tracks investments across various assets and currencies, offering a free app for user-friendly insights.
Sharesight - An online investment portfolio tracker that allows users to monitor investments, track dividends, and generate tax reports.
Wealthsimple - An investment management company offering managed investing, investing, and high-interest savings accounts to help individuals build long-term wealth.
AltExchange - An AI-driven platform for automating and streamlining alternative investment management, simplifying back-office operations for advisors and asset managers.
Delta - A free investment tracker app that allows users to see a clear overview of their investments, including multiple asset types, with live prices for cryptocurrencies and other assets.
The Rich - A platform for sharing investment insights with other certified shareholders, allowing users to track all their investments from stocks to coins in one glance.
Marketlog - A portfolio analysis tool that allows users to automatically analyze and compare their portfolios across different brokerages, with over 10,000 supported brokers.
Stock Rover - A tool for all investors, offering a comprehensive dashboard to view and compare stock portfolios, integrating with Yahoo Finance, MSN Money, and brokerage websites.
CoinStats - A crypto companion that manages all wallets and exchanges in one place, supporting over 300 wallets, 1,000 DeFi protocols, and 20,000 cryptocurrencies.