UAMy accountTry Strum
FeaturesAnalytics

5 min read

Financial data for well-informed decisions

Tools for researching individual assets, plus a breakdown of how your portfolios performed over the selected period.

Author

· Co-founder of Strum

P/E, ROE, Debt/Equity
Realized and unrealized P&L
Dividend forecast
Start freeAll features

Asset analytics

Data for stock research

No more switching between different financial websites — every key valuation multiple, profitability metric and chart is one click away for any publicly traded company or ETF.

Fundamental valuation multiples

P/E, Forward P/E, P/S, P/B — instantly gauge what a company is worth using the key financial ratios.

Profitability and margins

ROE, ROA, gross and operating margin — see how efficient the business is.

Performance trends

Growth rates for revenue and net income over the past several years.

Dividend policy

Yield, dividend per share and payout ratio, so you can judge how sustainable the payouts are.

Financial strength

Debt/Equity and Current Ratio — judge the safety of your investment by its debt load.

Interactive charts

Prices delayed by 5 minutes, trading volume, and comparison against 52-week highs.

Strum asset card showing P/E, ROE and Debt/Equity multiples
Price and trading volume chart for an individual asset in Strum

Strum brings key metrics into one interface and presents them with source limitations and update frequency.

Portfolio analytics

A deep look at how your investments perform

Your own financial report: raw transaction numbers turn into meaningful insight automatically. A complete performance breakdown of your portfolios over any period, so your decisions rest on facts rather than intuition.

  • Net profit (P&L) monitoring.realized and unrealized gains charted over time.

  • Net worth structure by asset class.clear charts of how your money is split across stocks, crypto and cash.

  • Dividend income analysis.payout history and a forecast of future dividend income.

  • Per-ticker performance.the weight of each holding, its average purchase price and its contribution to the overall result.

  • Granular time filtering.from a single day to your entire investing history.

  • Deposits and withdrawals under control.cost basis against current market value for your true ROI.

  • Sector and geographic breakdown.understand which industries and regions your investments sit in.

Chart of realized and unrealized portfolio P&L in Strum
Net worth structure by asset class in Strum

Strum makes portfolio analytics more accessible and transparent, but it does not replace source verification or an independent investment decision.

The details you used to work out by hand

  • Dividend income and payout forecasts in a clear calendar.

  • Analysis of how much each ticker contributes to your overall P&L.

  • Sector map.spot an overweight in technology or any other industry.

  • Geographic diversification of your holdings — see the real split across regions.

Dividend income analysis and payout forecast in Strum
Performance of individual tickers in a Strum portfolio
Sector breakdown of a Strum portfolio
Geographic diversification of investments in Strum

Data transparency

Data sources and freshness

Strum receives market prices and financial metrics from Yahoo Finance and other external financial-data providers. Market-instrument quotes are displayed with a 5-minute delay. Ukrainian government bonds and other bond data are updated once a day.

Values may differ because of the source, trading session, time zone, exchange rate, or calculation methodology. The data is informational and is not intended for trade execution.

How Strum calculates metricsEditorial standards

Analytics

What does Strum analytics provide?

Strum analytics helps evaluate individual assets and the whole portfolio through metrics, dividends, P&L, sectors, countries, and each instrument's contribution. It supports more systematic investment decisions, but it is not a personalized investment recommendation.

FAQ

Frequently asked questions

We use Yahoo Finance and other external financial-data providers. Fundamentals reflect the latest available data and may vary by source or methodology.

It is the forecast price-to-earnings ratio for the year ahead. It helps you see whether the market is already pricing the future prospects of a company too expensively today.

Yes, the asset card shows dividend yield and payout ratio. That lets you judge how consistently the company pays dividends and whether it is spending all of its profit on them.

Yes. ETFs include charts and key market data, while cryptocurrencies include delayed prices, market capitalization, and trading volume.

Realized profit is money you have already locked in by selling an asset. Unrealized (paper) profit is the change in value of the holdings you still own. Strum shows both separately so you get the full picture.

Strum analyzes every trade you have made in a given ticker and works out a weighted average price that accounts for all the additions and commissions.

Because Strum monitors your net profit and your full trade history, you can always see your taxable base. You can estimate your income in advance and plan tax payments efficiently.

No. Strum draws a clear line between the capital you have contributed (cost basis) and your net investment income. You see the real growth of your portfolio with your own contributions stripped out.

More Strum features

AI assistant via MCP

Ask about your portfolio, budget and goals in a normal AI conversation.

Read more

Dashboard

Full control of your net worth and portfolios on a single screen.

Read more

Watchlists

Track ideas before you buy and wait for the perfect entry point.

Read more

Goals and planner

Model your net worth decades ahead, with inflation factored in.

Read more

Features overview

See how analytics connects to the other Strum modules.

Read more

Start using Strum for free

One platform for all your portfolios, assets and financial goals.

Start free