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Strabo
A customisable portfolio tracking dashboard to manage your assets around the world
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Product Overview
Strabo is a customizable portfolio tracking dashboard for managing global investments, including stocks and crypto. It brings multiple accounts and asset categories into one place so users can track holdings, forecast outcomes, and review performance with structured organization.
The app is designed for individuals, couples, and advisers who want multi-currency visibility across countries, along with tools to model scenarios and generate shareable reports. Strabo also supports account syncing via API or manual input, and it offers dashboard widgets, pages, and templates to tailor how users monitor their wealth.
Key features
- Sync accounts via API or manually input values into a single dashboard.
- Track 9 asset categories across 10,000 institutions for consolidated portfolio visibility.
- Multi-currency tracking across 12 countries, with views by denomination and major currencies.
- Organize accounts with custom tags to manage goals and group assets for analysis.
- Create custom pages and widgets using drag-and-drop to forecast, analyze, and model scenarios.
- Export custom pages into Excel, PDF reports, or Notion widgets, and share in the community.
How Strabo works
- 1
Set up the dashboard
Create a dashboard and add investments by syncing accounts via API or entering values manually.
- 2
Organize assets by tags
Use custom tags and account organization to group holdings for goal-based tracking and analysis.
- 3
Build pages, widgets, and reports
Drag and drop widgets into custom pages to forecast scenarios, then export to Excel or PDF for sharing.
Use cases
- A user managing both stocks and crypto wants one dashboard to track performance and forecast outcomes without switching between separate apps.
- A couple with accounts in different currencies and countries wants to view assets together, tag accounts by shared goals, and organize portfolios for clearer reporting.
- A financial adviser needs a client-facing workflow to consolidate holdings, review trends, and share prepared pages or exports with clients.
Who is it for?
Strabo benefits individuals and couples who hold investments across multiple countries and currencies and want a single view for tracking and scenario modeling. It also supports advisers who need structured portfolio visibility for adviser-client workflows.