
StraboUnified portfolio tracker that aggregates stocks, crypto, real estate, and more in one dashboard.
Overview
Key features
- Multi-account portfolio aggregation
- Stocks, crypto, and real estate tracking
- Net worth and allocation dashboards
- Multi-currency performance reporting
- AI-driven portfolio insights
- Manual asset entry for offline holdings
Pricing
- Model
- Free
- Category
- AI security
- Rating
- 4.5 / 5 (4)
Use cases
Track global diversified portfolio
Consolidate stocks, ETFs, crypto, and real estate held across different countries and currencies into one dashboard for a unified view of net worth.
Monitor asset allocation and trends
Use allocation dashboards and AI-driven insights to see how holdings are distributed across asset classes and spot performance trends over time.
Replace messy net worth spreadsheets
Automate account connections and add manual entries for offline assets like pensions or property, eliminating the need to maintain personal finance spreadsheets.
Report performance across currencies
Globally minded investors can measure returns in their preferred base currency while holding assets denominated in multiple currencies.
Pros & Cons
Pros
- Aggregates diverse asset classes in one place
- Multi-currency support for global investors
- Covers alternative assets like real estate and crypto
- Cleaner alternative to manual spreadsheets
Cons
- Limited regional coverage for some account connections
- Advanced features may require a paid plan
- Less useful for users with simple single-account portfolios
Reviews
Average from 4 ratings.
Sign in to leave a review.
Compared a few options
Evaluated this against two competitors. Where it wins: multi-account portfolio aggregation and multi-currency support for global investors. Where it lags: limited regional coverage for some account connections. On balance the feature set — especially net worth and allocation dashboards — justifies the 4 stars for our use case.
Skeptical, then convinced
I went in skeptical — most tools in this space overpromise. It actually delivers on manual asset entry for offline holdings, and covers alternative assets like real estate and crypto caught me off guard. Advanced features may require a paid plan is why this isn't a perfect score, still, I'd recommend giving it a real trial.
Solid for our team
We rolled this out across the team last quarter and covers alternative assets like real estate and crypto. Net worth and allocation dashboards fits neatly into how we already work, and stocks, crypto, and real estate tracking removed a step we used to do by hand. Advanced features may require a paid plan, which is the main caveat, but it has held up under daily use.
Solid for our team
We rolled this out across the team last quarter and multi-currency support for global investors. Stocks, crypto, and real estate tracking fits neatly into how we already work, and net worth and allocation dashboards removed a step we used to do by hand. but it has held up under daily use.
Q&A
No questions yet — be the first to ask.
Ask a question
AI security alternatives
ResumeHQ
AI security
Conversational AI resume builder powered by Claude that generates ATS-optimized resumes from your description
Vaultaire
AI security
Pattern-encrypted iPhone vault for photos, videos and files with zero-knowledge security.
CapMonster Cloud
AI security
Automated CAPTCHA-solving API built for high-volume scraping and automation workflows.
Vanta
AI security
Automated trust management platform for security and compliance.
ChainAware.ai
AI security
Predictive analytics and fraud detection for Web3 wallets, tokens, and dApps.
Creasura
AI security
AI toolbox for optimizing online business performance, security, and marketing workflows.
AutoPhish
AI security
AI-driven phishing simulations that train employees and expose human security gaps.
Clerk
AI security
Drop-in authentication and user management for modern web and mobile apps.
Trending now
Claude
AI Agents & Chatbots
Conversational AI assistant from Anthropic for writing, analysis, coding, and document tasks
Doozer Ai
Sales Agent
Digital co-workers that automate operational workflows to boost team efficiency.
Local GPT
Other
Open-source local AI for private, offline document chat using GPT-style models on your own hardware.
Pin AI
Workflow automation
Agentic AI recruiter that automates sourcing, screening, and outreach to accelerate hiring.











