Strum Help Center

What Strum is, signing up, your first portfolio, a tour of the sections.

• What is Strum
• First steps: from sign-up to your first portfolio
• Strum on your phone
• A tour of Strum's sections

Plans, free trial, payment, changing your plan, referral program.

• Strum plans
• Free trial
• Payment and automatic renewal
• Changing or canceling your plan

Portfolios, trades, assets, rebalancing.

• How portfolio value is calculated
• Portfolio currency and display currency
• How to add a trade manually
• How to edit or delete a trade

Statements from IBKR, Freedom24, XTB, Trading 212, INZHUR, ICU, custom CSV, broker sync.

• Importing trades: where to start
• Import problems: what to check
• Importing from Interactive Brokers (IBKR)
• Importing from Freedom24

Cash accounts, bank statements, Monobank, budget, net worth.

• Cash accounts and transactions
• Importing bank statements
• Automatic Monobank sync
• Budget

Returns, P&L, benchmark, X-Ray, stock analysis.

• Return types in Strum
• Realized and unrealized P&L
• Why Strum's numbers differ from your broker's
• Benchmark comparison

Financial goals, progress, the financial planner.

• Financial goals
• How Strum calculates goal progress
• Financial planner

Lists of assets you follow.

• Watchlists

Community, Strumok, connecting AI assistants (MCP).

• Community and Community Intelligence
• Strumok: “What's happening?”
• Connecting Strum to AI assistants (MCP)

Signing in, data security, notifications, deleting your account.

• Signing in
• Notifications and emails
• Deleting your account
• Data security