Strum has three plans. All prices are in US dollars.
| Beginner | Passive Investor | Active Investor | |
|---|---|---|---|
| Monthly price | free | $6.99 | $11.99 |
| Yearly price | free | $69.99 ($5.83/mo) | $119.99 ($9.99/mo) |
| Portfolios | 1 | 3 | 10 |
| Assets | 10 | unlimited | unlimited |
| Financial goals | 1 | 3 | unlimited |
| Rebalancing templates | 1 | 3 | unlimited |
Beginner
A free plan with no time limit. Everything you need to get started:
- importing statements from Interactive Brokers (IBKR);
- rebalancing and the financial planner in a limited form;
- the Community overview and insight cards.
Passive Investor
For people who invest in ETFs and individual stocks. Everything in the "Beginner" plan, plus:
- automatic broker sync;
- advanced rebalancing and financial planner;
- risk metrics and scenarios in the planner;
- budget analytics.
Active Investor
For investors with many portfolios who need in-depth analytics. Everything in the "Passive Investor" plan, plus:
- portfolio and stock analytics;
- portfolio X-Ray: sectors, countries, duplicates, costs;
- modules on the asset page: ratings, SMA, Fibonacci levels, analyst forecasts;
- Community Intelligence: a real-time feed of the community's trades, rankings, trends and popular assets.
How long a payment lasts
A monthly subscription lasts 30 days, a yearly one 365 days. After that, it renews automatically.
Free trial
You can try the "Passive Investor" and "Active Investor" plans free for 7 days. Learn more in the "Free trial" article.