Getting started

Strabo is the future of net worth tracking - monitor, manage, and forecast your
assets, liabilities, and investments worldwide.

Check out What's New

Contributors

Ben
Founder
Amy
Head of Marketing
For direct support setting up your dashboard, reach us directly via hello@strabo.app or with this form:

Main Dashboard

This is the first page you’ll find on login. The top half is a current and historical breakdown of your net worth, by previous balances, asset allocation, diversification and country ranking.

Adding Accounts

The UK has seen a boom in investing apps in recent years, which offer beginner investors an easy to use and accessible option to get into the market.
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Investing is now simpler than ever thanks to these applications, which get rid of the need for pricy brokers or complicated procedures. Investing apps like Trading 212, Freetrade, and Revolut make it possible for young and beginner investors to take control of their investments with their user friendly interfaces, built in educational tools and minimal or no costs.
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As the need for low cost investing options and financial independence continues to grow, the UK is expected to utilise mobile investing tools even more in 2025. More people in the UK are using apps to manage their money as a result of its adaptability, simplicity of use, and the growing trend towards digital financial solutions and increased awareness of personal financial planning, which makes investing apps an effective tool for beginner investors.

Benefits of Using Investing Apps for Beginners

To add accounts to your dashboard, simply navigate to the Accounts page and click Add Account in the top right of your screen. This will start off the Add Account flow. You’ll be given the choice to add accounts in two ways:
  • Syncing to your bank

    Syncing to your bank
This process will involve an automatic connection to your bank or financial institution, so that balances and other data can be pulled automatically. We are regulated by the Financial Conduct Authority to access this data, and do so using Plaid, Yodlee & Vezgo
  • Manually

    ‍    You can also add accounts manually. This means that you input the name, balance, and growth rate, and we’ll add them to your dashboard for completeness. You can also find individual stocks by inputting their Ticker, tell us how many units you have and we’ll find the stock’s performance and add it too.

Investments Page

This is where you can dive a little deeper into your investments. Break down your net worth by key asset classes and observe historical performance, and the NW split over time. In the table at the bottom, you’ll also be able to see a line by line diagnostic of individual holdings, and their total returns.
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Tags

Account tagging is a system we’ve implemented to allow you to tag and segment accounts into groups. This means that you can separate your accounts into chunks based on their purpose - financial independence, children’s education fund, retirement, or for a specific goal like a holiday. You can then track this group towards their goal on your dashboard.

What's Next?

We’ve got a number of exciting developments in the works, and we’d love to hear what you’d like to see next. You can find our Public Roadmap here, where you can leave comments and feedback, or do this directly in-platform using the help box.

Bugs

Strabo is an early stage platform, and so you’re bound to encounter a bug every now and again. If this happens, please refresh your browser and if this still doesn’t fix it, raise a ticket using the question mark symbol in the bottom left of your dashboard.
© Strabo Financial Ltd 2025. Built with 💚 and ☕️

If you would like to find out more 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 hello@strabo.app. In the UK, Strabo 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.

Registered address: 32-38 Leman St, London E1 8EW. 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, and any subsequent financial decisions and investment decisions are your own responsibility. When in any doubt, consult a registered professional for advisory services. International investors should be aware 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 indicative of your financial situation and the status of your investments at a singular point in time. Your asset allocation in Strabo accounts should be reflective of your capacity and appetite for risk at all times.