What is Strabo?
Strabo offers a unified platform for individuals and financial advisors to manage diverse financial portfolios effectively. It allows users to consolidate various asset types, including stocks, cryptocurrencies, real estate, and collectibles, from numerous institutions across multiple countries into a single, interactive dashboard. Users can connect accounts automatically via secure API connections or input asset values manually, providing flexibility in portfolio tracking.
The platform emphasizes organization and analysis through features like multi-currency tracking, enabling users to view their net worth in different currencies and analyze assets by currency denomination. Customizable account tagging helps in grouping assets for goal tracking and detailed analysis. Strabo also provides customizable pages and widgets for personalized financial forecasting and scenario modeling, with AI-powered insights available to assist users in making informed decisions about their wealth management and retirement planning strategies.
Features
- Consolidated Dashboard: Aggregate bank accounts, investments, crypto, real estate, and collectibles in one view.
- Multi-currency Tracking: Manage and view assets across different currencies and countries.
- Account Tagging & Organisation: Group accounts using custom tags for goal tracking and segmented analysis.
- Custom Pages & Widgets: Build personalized dashboards with flexible widgets for forecasting and modeling.
- Automatic Sync & Manual Input: Connect accounts via secure API or add assets manually.
- Net Worth Forecasting: Project future financial scenarios based on current assets and goals.
- AI Financial Assistant: Utilize AI for enhanced financial insights and portfolio management.
- Benchmarking: Compare investment performance against benchmarks (based on product updates).
Use Cases
- Tracking overall net worth across multiple asset classes.
- Managing finances for expats and individuals with international accounts.
- Consolidating investment portfolios (stocks, crypto, etc.) for analysis.
- Planning and forecasting for retirement goals.
- Providing financial advisors with a client management and reporting tool.
- Organizing assets for specific financial goals using tags.
FAQs
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What does Strabo do with user data?
Strabo's policy is to never retain, store, or sell user data. They do not run ads in the platform, and all marketing is optional and opt-in. -
Which countries does Strabo support connections for?
Currently, Strabo connects banks and brokerage accounts from the UK, Canada, USA, Ireland, Netherlands, Spain, France, New Zealand, and Australia. -
Is Strabo only suitable for international users?
No, while Strabo supports international accounts, it is designed for anyone managing multiple portfolios, accounts, and assets, regardless of location. -
What new features are planned for Strabo?
Upcoming features include deeper investment analytics, asset allocation insights, tax insights, in-app FX, and a mobile portfolio tracker app. -
Does Strabo analyze user financial transaction information?
Features related to financial transaction data analysis for personal finance and investment portfolios are planned for future release.
