At last, I can fully track my budget, see all my capital, and plan my goals in one place. With investing added as another task, this is simply a must-have. My favorite feature is rebalancing: I do not have to work out how much of each stock to buy, because Strum calculates it from my goals and the transactions I already have, which I exported from IBKR in one click.
Take control
of your investments
A single platform to manage all your portfolios, assets, and goals

Account chaos
Sound familiar?

All your assets are scattered across different apps
You spend hours calculating returns or planning a rebalance


You worry you are not moving toward your financial goals
And then you burn out and stop tracking your portfolio consistently
And then you burn out and stop tracking your portfolio consistently
Portfolios & assets
All your investments at a glance
Track stocks, bonds, crypto, and ETFs on a single convenient dashboard

Broker sync
Sync your portfolio with your broker
Connect your brokerage account – trades, balances, and income are imported automatically
Analytics
Clear and convenient financial analysis
Evaluate a company's growth potential before adding it to your portfolio

Analyze your portfolio's financial health and risks

Find out how much your investments have really earned

Track passive income from dividends and coupons

Financial planner
Reach your goals – don't just save
Strum helps you build a financial plan that matches your retirement goals and risk tolerance

Rebalancing
Rebalance your portfolio in 3 clicks

Deposit & Withdrawal
Choose a portfolio and what you want to do

Enter the amount
Specify how much you want to invest

Calculation
Press the "Calculate" button
We have no access to your accounts

One-time passwords only for sign-in

We never share your data with third parties

All data is anonymized and encrypted

investors are
already using
Strum
Strum is an accessible, thoughtfully designed platform for comprehensive investing—from budgeting and stock analysis to managing investment portfolios. I started using it with the initial launch and have been happy with the product.
I use Strum and remain very satisfied with it. The main advantage for me is how much time the service saves when managing finances. The interface is pleasant and intuitive: there is no need to spend a long time figuring out where everything is. It is clearly built on years of experience and a natural sense of good design. The service gives me a clear understanding of my portfolio at any moment, and it is also great to see regular updates. There are a few small things that could be improved—for example, showing the opening and closing times of different exchanges or allowing users to define when a new day begins, so Daily P&L is displayed more naturally. Thank you to the team for a high-quality product!
They have everything you need to manage your finances in one place for pretty much any financial situation. You can manage your capital, all the assets, papers, property, stocks, crypto, loans, and even custom assets for things that are not usually provided on similar apps/services. I can't express enough how great it feels to be able to do all of the management, planning, rebalancing, and even some analysis from one product instead of constantly copy-pasting or import-exporting your reports across multiple services. Great product, 5 out of 5, will absolutely recommend!
Strum gradually replaced the spreadsheet I used to manage my portfolio. It is convenient to see assets, trades, cash, dividends, and analytics in one service without constantly updating everything by hand. Importing broker reports is especially helpful. It is one of those features that does not seem essential until you try it and realize how much time manual transaction entry used to take. I also like the community section. You can see which assets other investors hold, review aggregated signals, and compare them with your own portfolio. You still make every decision yourself, of course, but having another reference point is useful. Another advantage is that Strum is not limited to the portfolio. It includes goals, budgeting, rebalancing, and planning. For me, it feels like a practical personal-finance tool rather than just an asset tracker.
Extremely convenient and easy-to-use platform to track your investments, see companies' fundamentals, and plan financial goals.
At last, I can fully track my budget, see all my capital, and plan my goals in one place. With investing added as another task, this is simply a must-have. My favorite feature is rebalancing: I do not have to work out how much of each stock to buy, because Strum calculates it from my goals and the transactions I already have, which I exported from IBKR in one click.
Strum is an accessible, thoughtfully designed platform for comprehensive investing—from budgeting and stock analysis to managing investment portfolios. I started using it with the initial launch and have been happy with the product.
I use Strum and remain very satisfied with it. The main advantage for me is how much time the service saves when managing finances. The interface is pleasant and intuitive: there is no need to spend a long time figuring out where everything is. It is clearly built on years of experience and a natural sense of good design. The service gives me a clear understanding of my portfolio at any moment, and it is also great to see regular updates. There are a few small things that could be improved—for example, showing the opening and closing times of different exchanges or allowing users to define when a new day begins, so Daily P&L is displayed more naturally. Thank you to the team for a high-quality product!
They have everything you need to manage your finances in one place for pretty much any financial situation. You can manage your capital, all the assets, papers, property, stocks, crypto, loans, and even custom assets for things that are not usually provided on similar apps/services. I can't express enough how great it feels to be able to do all of the management, planning, rebalancing, and even some analysis from one product instead of constantly copy-pasting or import-exporting your reports across multiple services. Great product, 5 out of 5, will absolutely recommend!
Strum gradually replaced the spreadsheet I used to manage my portfolio. It is convenient to see assets, trades, cash, dividends, and analytics in one service without constantly updating everything by hand. Importing broker reports is especially helpful. It is one of those features that does not seem essential until you try it and realize how much time manual transaction entry used to take. I also like the community section. You can see which assets other investors hold, review aggregated signals, and compare them with your own portfolio. You still make every decision yourself, of course, but having another reference point is useful. Another advantage is that Strum is not limited to the portfolio. It includes goals, budgeting, rebalancing, and planning. For me, it feels like a practical personal-finance tool rather than just an asset tracker.
Pricing
Choose your plan
1 portfolio
10 assets
1 financial goal
IBKR report import
Portfolio rebalancing template
Limited financial planning tool
3 portfolios
Unlimited assets
3 financial goals
Automatic broker sync
3 portfolio rebalancing templates
Advanced financial planning tool
Active investor
For investors with many portfolios, assets, and a need for deep analytics
$9.99
/month$119.99
/year10 portfolios
Unlimited assets
Unlimited financial goals
Automatic broker sync
Advanced portfolio rebalancing tool
Advanced financial planning tool
Portfolio and stock analytics
Community Intelligence
FAQ
Still have questions?
What is Strum?
What is Strum?
Can Strum execute operations on my accounts?
Can Strum execute operations on my accounts?
How does the 7-day trial work?
How does the 7-day trial work?
Is my data safe with Strum?
Is my data safe with Strum?
Transparency
Who is behind Strum and how we handle your data
Access and data protection
Strum uses limited access to broker data where supported, does not require authority to execute trades, and protects user data during processing.
Not investment advice
Strum is not investment advice and is not a broker or asset manager. Users remain responsible for investment decisions, taxes, and data verification.