What is Strum

Strum is a web service for tracking and analyzing your personal investments and finances. All your assets are in one place: stocks, ETFs, bonds, cryptocurrency, cash, and custom assets that aren't in the shared database.

What you can do in Strum

  • Portfolios — record trades and see value, profit and asset allocation.
  • Analytics — returns, dividends, your portfolio's sectors and geography, stock fundamentals.
  • Net worth and budget — track your total net worth, income and expenses.
  • Financial goals and planner — set goals and model scenarios years ahead.
  • Rebalancing — get a list of trades that bring your portfolio back to its target allocation.
  • Watchlists — follow assets you don't own yet.

What Strum isn't

  • Strum is not a broker. It doesn't buy or sell assets for you and has no access to your money.
  • Strum is not an investment advisor and doesn't manage assets. You make your own investment and tax decisions.
  • Check the data in the service yourself, especially before important decisions.

Who it's for

For private investors who want to see all their investments and money together, no matter how many brokers and banks they use.

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