Features

Everything Strum can do for your capital

Eight deep dives into the platform — from AI analysis and day-to-day spending control to modelling your capital decades ahead. Pick a topic to see the details.

Feature overview

What is included in Strum?

Strum combines an investor dashboard, asset and portfolio analytics, budgeting, net worth tracking, financial goals, long-term planning, rebalancing, and watchlists. Each module works as part of one system: portfolio, trade, and cash-account data feed reports, scenarios, and capital allocation decisions.

Who it is for

  • Private investors who manage several portfolios and want to see their whole capital picture in one place.
  • Users planning long-term goals: retirement, financial independence, major purchases, or passive income.
  • People who want to regularly review allocation, dividends, P&L, expenses, and risks without manual spreadsheets.

What Strum helps solve

  • Bring assets, portfolios, currencies, broker accounts, and manual investments into one structure.
  • See capital dynamics, returns, dividends, budget, and progress toward financial goals.
  • Compare scenarios, identify portfolio drift, and keep a disciplined investment process.

Frequently asked questions

Does Strum replace a broker?

No. Strum helps analyze and plan investments, but it does not execute trades or provide trading authority.

Can Strum be used without broker synchronization?

Yes. Assets can be maintained manually, while synchronization is only needed when a user wants to automate data updates.

Is Strum investment advice?

No. The platform shows data, scenarios, and analytics, but users make investment decisions themselves.

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