A tour of Strum's sections

Strum's main menu has six sections.

On your phone, a bar at the bottom of the screen holds the most-used sections: Portfolio, Analytics, Budget. The rest are under the "More" button.

Portfolios

  • Dashboard — portfolio value, profit and loss, asset allocation.
  • Rebalancing — compares your current allocation with the target one and suggests trades to get back to it.
  • Trades — all buys, sells and other transactions. This is where you add, edit and import them.

Analytics

  • Stock research — company fundamentals: P/E, EPS, revenue, margins, dividend yield, analyst forecasts.
  • Portfolio analysis — returns, realized and unrealized P&L, benchmark comparison, breakdown by sector and geography.

Net worth

  • Dashboard — your total net worth: portfolios together with cash accounts.
  • Budget — income and expenses by category, and monthly limits.

Community

  • Overview — anonymized trends from Strum users' portfolios: popular assets and trade directions.
  • Investideas — the "Strum × YU.invest Club" bundle: a private investment club together with the "Active Investor" plan in one subscription.

Financial goals

  • My goals — goals with an amount and a date, and your progress toward them.
  • Planner — long-term scenario modeling: contributions, returns, time horizon.

Watchlists

Lists of assets you follow, even if you don't own them yet. You can create several lists and set target prices.

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