At last, I can fully track my budget, see all my capital, and plan my goals in one place. With investing added as another task, this is simply a must-have. My favorite feature is rebalancing: I do not have to work out how much of each stock to buy, because Strum calculates it from my goals and the transactions I already have, which I exported from IBKR in one click.
Pricing
Choose your plan
1 portfolio
10 assets
1 financial goal
IBKR statement import
1 portfolio rebalancing template
Limited financial planning tools
3 portfolios
Unlimited assets
3 financial goals
Automatic broker synchronization
3 portfolio rebalancing templates
Advanced financial planning tools
Active investor
For investors with several portfolios who need deeper analytics
$11.99
/month10 portfolios
Unlimited assets
Unlimited financial goals
Automatic broker synchronization
Advanced portfolio rebalancing
Advanced financial planning tools
Portfolio and stock analytics
Community Intelligence
1 portfolio
10 assets
1 financial goal
IBKR statement import
1 portfolio rebalancing template
Limited financial planning tools
Passive investor
Buy funds, track portfolios, and keep allocations on target
$5.83
/month$69.99
/year3 portfolios
Unlimited assets
3 financial goals
Automatic broker synchronization
3 portfolio rebalancing templates
Advanced financial planning tools
Active investor
For investors with several portfolios who need deeper analytics
$9.99
/month$119.99
/year10 portfolios
Unlimited assets
Unlimited financial goals
Automatic broker synchronization
Advanced portfolio rebalancing
Advanced financial planning tools
Portfolio and stock analytics
Community Intelligence
Customer reviews
What Strum users say
Strum is an accessible, thoughtfully designed platform for comprehensive investing—from budgeting and stock analysis to managing investment portfolios. I started using it with the initial launch and have been happy with the product.
I use Strum and remain very satisfied with it. The main advantage for me is how much time the service saves when managing finances. The interface is pleasant and intuitive: there is no need to spend a long time figuring out where everything is. It is clearly built on years of experience and a natural sense of good design. The service gives me a clear understanding of my portfolio at any moment, and it is also great to see regular updates. There are a few small things that could be improved—for example, showing the opening and closing times of different exchanges or allowing users to define when a new day begins, so Daily P&L is displayed more naturally. Thank you to the team for a high-quality product!
They have everything you need to manage your finances in one place for pretty much any financial situation. You can manage your capital, all the assets, papers, property, stocks, crypto, loans, and even custom assets for things that are not usually provided on similar apps/services. I can't express enough how great it feels to be able to do all of the management, planning, rebalancing, and even some analysis from one product instead of constantly copy-pasting or import-exporting your reports across multiple services. Great product, 5 out of 5, will absolutely recommend!
Strum gradually replaced the spreadsheet I used to manage my portfolio. It is convenient to see assets, trades, cash, dividends, and analytics in one service without constantly updating everything by hand. Importing broker reports is especially helpful. It is one of those features that does not seem essential until you try it and realize how much time manual transaction entry used to take. I also like the community section. You can see which assets other investors hold, review aggregated signals, and compare them with your own portfolio. You still make every decision yourself, of course, but having another reference point is useful. Another advantage is that Strum is not limited to the portfolio. It includes goals, budgeting, rebalancing, and planning. For me, it feels like a practical personal-finance tool rather than just an asset tracker.
Detailed plan comparison
Features and limits included with each Strum plan
Feature
Beginner
Passive investor
Active investor
RecommendedLimits
Portfolios
1
3
10
Assets
10
∞
∞
Financial goals
1
3
∞
Portfolio templates
1
3
∞
Import and synchronization
IBKR statement import
Automatic broker synchronization
Planning and rebalancing
Rebalancing tool
Limited
Advanced
Advanced
Financial planner
Limited
Advanced
Advanced
Risk metrics and scenarios
Analytics
Portfolio and stock analytics
X-Ray: sectors, countries, overlap, and costs
Asset research modules
Community
Community overview and insight cards
Real-time community transaction feed
Community ratings, trends, and popular assets