First steps: from sign-up to your first portfolio

1. Create an account

1. Open the sign-up page and enter your email.
2. Agree to the Terms of Service, the Public Offer Agreement and the Privacy Policy.
3. Click "Create account".
4. We'll send a 6-digit code to your email. Enter it to continue.

Instead of email, you can click "Continue with Google".

Strum doesn't use passwords: every time you sign in with email, we send you a new code.

Didn't get the code? Check your "Spam" folder. After 60 seconds, you can click "Resend".

2. Create a portfolio

A portfolio is a "basket" of assets for a specific purpose: retirement, dividends, crypto or experiments. Strum walks you through 4 short steps:

1. Purpose. Choose what this portfolio is for, and Strum will suggest a name. You can change the purpose at any time.
2. Name and currency. The portfolio currency is the base currency in which totals are calculated.
3. Adding assets. Choose how to add assets (see below), or skip this step.
4. Financial goal. Optionally, attach a goal: the amount and the year you want to reach. You can also add a goal later.

3. Add assets

There are three ways:

• Manually. Add a few purchases. It's the fastest way to start.
• From a file. Upload a broker report in CSV or Excel.
• Broker sync. Trades are pulled in automatically.

If you skipped this step, your portfolio is already created, and you can fill it at any time.

What's next

• Take a tour of Strum's sections so you know where to find things.
• If your broker isn't on the list, use the custom CSV import.