Analytics
Returns, P&L, benchmark, X-Ray, stock analysis.
6 articles in this topic
Portfolio analysis
Return types in Strum
Asset return, your money's return, dividend yield, currency effect, risk.
Realized and unrealized P&L
How paper profit differs from locked-in profit, and where you can see each.
Why Strum's numbers differ from your broker's
Four reasons for discrepancies and what to check.
Benchmark comparison
How to overlay SPY, QQQ, VTI, VXUS, URTH or BTCUSD on your portfolio chart.
X-Ray, sectors and geography
Real exposure through ETFs, duplicates, fund costs and “Unknown” in the breakdown.
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