The World's Best
A customisable investment dashboard to manage your assets around the world
Add accounts to sync automatically via secure API connection or input values manually.
Break your portfolio holdings down by asset class and use preset thresholds to unearth the drivers (and drags on) your net worth, giving you the big picture with smart alerts and real time price data
Set up goals depending on your idiosyncratic needs and monitor progress towards them. Tag accounts to link them to goals and use your portfolio tracker to monitor progress towards retirement, a house or a fund for your children's education
By Alicia Adamcyzk
November 10, 2022
By Gabrielle Olya
October 3, 2022
Today, Strabo connects accounts from the following countries: UK, CAN, USA, IRE, NED, SP, FR, NZ, and AUS. We expect to move next to India and the Middle East
After spending time building ever more complicated portfolio tracker spreadsheets on Excel with static information, we decided that more powerful professional grade analytics shouldn't be out of reach of everyday investors managing personal capital.
Expect deeper analytics on all your investments, asset allocation, tax insights, in app FX & more this year! A mobile portfolio tracker app is also coming soon, although the platform is responsive on your mobile device now.
We appreciate that transaction data on your financial accounts is an important aspect of personal finance, and features for these will be coming soon to your portfolio tracker. This will also extend to your investment portfolio.
If you would like to find out more about Strabo's permissions, regulatory status, or if you have any other questions, please reach out to us via the in-platform chat on the Strabo dashboard, or directly at firstname.lastname@example.org. In the UK, Strabo Financial Ltd provides you with regulated account information services as an agent of Plaid Financial Ltd., an authorised payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017 (Firm registration number 804718) for the provision of payment services, including account information services.
Strabo Financial Ltd. will never dispense financial advice and the use of any of the company's portfolio monitoring, investment performance, asset allocation or tax reporting tools should be treated with this in mind. As a registered user of the investment portfolio tracker, the status of both your individual holdings, personal capital and any subsequent financial decisions are your own responsibility. When in doubt, you should consult a registered professional for advisory services. International investors should keep track of domestic requirements of their jurisdiction and act accordingly.
Past performance is not indicative of future returns and any financial information displayed on your dashboard is only completely indicative of your financial situation and the status of all your investments at one singular point in time. Your asset allocation in all your accounts should be reflective of your capacity and appetite for risk at all times, and as a tool to keep track and make better financial decisions. Your allocation in each asset class should also be representative of that risk profile, whether this be stocks, crypto wallets, mutual funds or exchange accounts.
As a portfolio tracker, Strabo Financial Ltd. aggregates account information by re-provisioning AIS to end-users as an agent of Plaid. This lets you see all your payment account information from different bank accounts, brokerage accounts and mutual funds. You can read more about what that means and how portfolio tracker platforms are authorised here. Using a portfolio tracker is an advanced information service, and payments and transfers are not part of this service. The best portfolio trackers are extremely helpful in allowing you to track the true performance of multiple portfolios via an unlimited number of accounts as well as personal capital in cash. We hope you have a pleasant experience!