Strum is an investment management platform that brings portfolios, assets, brokerage activity, budgets, and financial goals into one system.
Sound familiar?
Separate brokerage accounts, cash accounts, and financial goals make it harder to understand the complete picture.
Individual brokers and apps do not show your total capital or how it changes.
Spreadsheets and manual formulas complicate P&L, dividends, returns, and rebalancing.
Without one system, it is hard to see how your portfolio supports long-term plans.
And then you burn out and stop tracking your portfolio consistently
And then you burn out and stop tracking your portfolio consistently
Strum services
Explore focused service pages for portfolios, stock positions, and dividend income.
Portfolios & assets
Strum brings portfolios, holdings, cash accounts, trades, and asset classes together. See total capital, its dynamics, current allocation, and the contribution of individual positions.
Use the investment tracker for a complete capital picture and the stock tracker to control individual positions.
Broker sync
Add transactions manually, import Interactive Brokers and custom CSV reports, or connect available synchronization. Strum receives permitted financial data, never your brokerage password or the right to trade.
Analytics
Financial planner
Turn a target amount or passive-income goal into a measurable plan with a time horizon, starting capital, recurring contributions, inflation, taxes, expected returns, and risk.
Rebalancing
Deposit & Withdrawal
Choose a portfolio and what you want to do
Enter the amount
Specify how much you want to invest
Calculation
Press the "Calculate" button
Transparency
Oleksandr Yutysh is a co-founder of Strum and the author of its product and methodology content. His education and certificates can be checked through the author profile and primary sources.
Strum uses limited access to broker data where supported, does not require authority to execute trades, and protects user data during processing.
Strum is not investment advice and is not a broker or asset manager. Users remain responsible for investment decisions, taxes, and data verification.
The figure is rounded based on Strum’s internal data as of July 29, 2026.
Alina Trofimenko
July 1, 2026
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.
Наталья Шагалова
July 3, 2026
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.
Oleksii Petrenko
December 29, 2025
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!
Vladyslav Krut
July 6, 2026
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!
Oleksandr Voznyi
July 6, 2026
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.
Mykhailo Stolovych
July 3, 2026
Extremely convenient and easy-to-use platform to track your investments, see companies' fundamentals, and plan financial goals.
Alina Trofimenko
July 1, 2026
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.
Наталья Шагалова
July 3, 2026
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.
Oleksii Petrenko
December 29, 2025
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!
Vladyslav Krut
July 6, 2026
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!
Oleksandr Voznyi
July 6, 2026
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.
Mykhailo Stolovych
July 3, 2026
Extremely convenient and easy-to-use platform to track your investments, see companies' fundamentals, and plan financial goals.
Pricing
1 portfolio
10 assets
1 financial goal
IBKR report import
Portfolio rebalancing template
Limited financial planning tool
3 portfolios
Unlimited assets
3 financial goals
Automatic broker sync
3 portfolio rebalancing templates
Advanced financial planning tool
For investors with many portfolios, assets, and a need for deep analytics
$9.99
/month$119.99
/year10 portfolios
Unlimited assets
Unlimited financial goals
Automatic broker sync
Advanced portfolio rebalancing tool
Advanced financial planning tool
Portfolio and stock analytics
Community Intelligence
FAQ
