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91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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Quicken

Personal Finance Software

3.6 29,308 user ratings

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Overview

Description Kubera software is a platform used to track your net worth. Track investments and store documents to monitor the safe transfer to the beneficiary. Connect your online bank and investments accounts to get the latest portfolio values. Receive portfolio if your account becomes inactive for a certain period of time. It is a secure platform with “Bank Level Security” to protect data. Investors, Small, Medium and Large companies make use of the software. Read more Personal Capital is a personal wealth management platform dedicated to helping clients manage their finances by enabling them to seek assistance from expert advisors. This portfolio tracker is all that is required to monitor all accounts related to finance i.e. bank accounts, stocks, investments and retirement funds. A detailed and interactive dashboard makes it convenient to get access to relevant tools and features, while Cash Flow graphs help keep a track of income and expenditure. Further, users are also provided access to professionally monitored ETF portfolios and reviews on request and state of the art digital services. This ensures minimum risk and maximum returns which are ultimately beneficial for meeting financial goals. Personal Capital’s strict privacy policy ensures the safekeeping of uploaded data in an encrypted format. Thanks to its simple user interface and easy device adaptability, Personal Capital has become a favourite among 2.8 million people worldwide. Read more Monarch Money is a platform used to track accounts and analyze your investments to achieve your goals. The software offers tools to up-to-date view of your assets, liabilities, and spending. Collaborate with teams to identify trends and setup budgets to monitor your track with goals. It supports Mobile Android and iOS. Individuals, Small companies make use of the software. Read more Quicken is a personal finance management tool that helps to organize and manage personal budgets. Get real-time notifications in your Quicken mobile app* when you use your card, including pending transactions, so your spending, budgets and custom alerts are always up to date. Reimbursement for expenses incurred for stolen or damaged phones, if recurring phone bill payments are made with an eligible Mastercard. Pay any bill directly from Quicken. Now Quicken Bill Pay1 is free with Premier and Home, Business & Rental Property plans. No need to go to different websites, remember passwords, and monitor multiple accounts1. Access both e-bills and manual bills on one common dashboard. They protect your data by using a secure Internet connection and the latest SSL encryption technology. Read more
Pricing Options
  • Free Trial Not Available
  • Starts at $12.00. Offers Free-forever plan.
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Available
  • Starts at $7.50.
  • Free Trial Available
  • Starts at $35.99.
SW Score & Breakdown

91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    98%
  • Reviews
    78%
  • Momentum
    66%
  • Popularity
    82%

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    98%
  • Momentum
    71%
  • Popularity
    88%
SaaSworthy Awards
Not Available
Not Available
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# 1 Most Worthy # 5 Fastest Growing

Technical Details

Organization Types Supported
  • Individuals
  • Large Enterprises
  • Medium Business
  • Small Business
  • Individuals
  • Large Enterprises
  • Medium Business
  • Small Business
  • Individuals
  • Large Enterprises
  • Medium Business
  • Small Business
  • Individuals
  • Large Enterprises
  • Medium Business
  • Small Business
Platforms Supported
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
Modes of Support
  • Online
  • Online
  • Online
  • Online
API Support
  • NA
  • NA
  • NA
  • Available

Reviews & Ratings

User Rating
Not Available
4.3/5 4 user ratings
1/5 1 user ratings
3.6/5 29,308 user ratings
Rating Distribution
Not Available
  • Excellent

    50%
  • Very Good

    25%
  • Average

    25%
  • Poor

    0%
  • Terrible

    0%
  • Excellent

    0%
  • Very Good

    0%
  • Average

    0%
  • Poor

    0%
  • Terrible

    100%
  • Excellent

    39.5%
  • Very Good

    17.1%
  • Average

    19%
  • Poor

    10.5%
  • Terrible

    13.9%
User Sentiments
    Not Available
    Not Available
    Not Available

    Ease of Use, Comprehensive Reporting Features, Efficient Transaction Downloading, Helpful Budgeting Tools

    High Subscription Cost, Inaccurate Transaction Downloads, Mobile App Functionality, Software Bugs and Glitches

Review Summary
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Numerous reviewers commend Quicken for its user-friendliness, robust features, and reliable performance. They appreciate its intuitive interface, extensive customization options, and insightful financial reports. The rental property management module is particularly praised for its ease of use, comprehensive features, and accurate tracking of rental income and expenses. However, some users express concerns about occasional technical glitches, a steep learning curve for some features, and limited customer support. Overall, Quicken is generally well-received for its user-friendly design, diverse features, and helpful reporting capabilities.

Pros & Cons
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  Read All User Reviews Read All User Reviews Read All User Reviews

AI-Generated from the text of User Reviews

Pricing

Pricing Options
  • Free Trial Not Available
  • Starts at $12.00. Offers Free-forever plan.
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Available
  • Starts at $7.50.
  • Free Trial Available
  • Starts at $35.99.
Pricing Plans
Monthly Plans Annual Plans

Asha Free

Maya $12.00 $12.00 per month

Investment Services Custom

Wealth Management Custom

Private Client Custom

Monarch $7.50 $9.99 per month

Starter (Window) $35.99 $35.99 per year

Deluxe (Window) $46.79 $46.79 per year

Premier (Window) $70.19 $70.19 per year

Home & Business (Windlow) $93.59 $93.59 per year

Starter (MAC) $35.99 $35.99 per year

Deluxe (MAC) $46.79 $46.79 per year

Premier (MAC) $70.19 $70.19 per year

 
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Screenshots & Videos

Screenshots Kubera screenshot
+ 2 More
Not Available Monarch screenshot
+ 8 More
Spending
+ 2 More
Videos Not Available Video Thumbnail
+ 1 More
Not Available Video Thumbnail
+ 2 More

Vendor information

Company Details Located in: Palo Alto, CA Founded in: 2019 Located in: Redwood City, California Located in: San Francisco, CA Located in: Menlo Park, California Founded in: 2016
Contact Details

Not available

https://www.kubera.com/

Not available

https://www.personalcapital.com/wealth-management

Not available

https://www.monarchmoney.com/

Not available

https://www.quicken.com/

Social Media Handles

FAQs

What are the key differences between Kubera and Personal Capital?

Kubera focuses on tracking investments and net worth, while Personal Capital offers comprehensive financial management and advisory services.

What are the alternatives to Kubera?

The top alternatives to Kubera are Personal Capital, Portfoliopilot, Sharesight, JCurve, and kopilot.

Which product is better for managing large investment portfolios?

Both Kubera and Personal Capital are suitable for managing large investment portfolios, offering features like portfolio tracking, performance analysis, and reporting.

How do the security features of Kubera and Personal Capital compare?

Both Kubera and Personal Capital prioritize security, employing encryption and industry-standard protocols to protect user data.

Can I integrate Kubera or Personal Capital with other financial tools?

Currently, there is no information available on the integration capabilities of Kubera and Personal Capital.

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