Strabo: All-in-One Investment Dashboard for Smarter Choices

Track all your global investments in one place. Sync accounts, monitor performance, and gain insights to grow wealth with confidence.

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Strabo: All-in-One Investment Dashboard for Smarter Choices

Introduction

What is Strabo

Strabo is a comprehensive AI-powered wealth management platform designed to bring order to complex financial portfolios. It consolidates and visualizes assets from banks, brokers, and multiple asset classes across various currencies and countries. With a focus on data-driven insights, real-time tracking, forecasting, and personalized guidance, Strabo enables individuals, couples, and advisers to track, model, and optimize their asset allocations in one unified dashboard. The platform emphasizes security, privacy, and enterprise-grade reliability, all while offering AI-assisted analytics and templates to accelerate decision-making.

Key features

  • All-in-one dashboard

    • Sync accounts via API or manual input and track 9 asset categories across 12,000+ institutions.
    • Multi-currency tracking across 12 countries; view assets by denomination and manage portfolios in major currencies.

  • Asset organization and tagging

    • Custom tags and organization to align accounts with goals.
    • Group assets for targeted analysis and forecasting.

  • Custom pages, widgets and AI

    • Create personalized pages and drag-and-drop widgets to forecast, analyze, and model scenarios.
    • Export options to Excel, PDF, or Notion; share pages in the Strabo community and leverage your AI assistant.

  • AI-driven insights and financial guidance

    • In-app, 24/7 financial insights tailored to your goals delivered by your own AI financial assistant.
    • Access expert human guidance with a personalized approach when needed.

  • Security and privacy

    • AES-256 encryption for data at rest and in transit.
    • Tokenization ensures no Strabo visibility into sensitive data.
    • Passwordless authentication using biometrics, magic links, or one-time codes.
    • Serverless cloud architecture supports automatic scaling and robust security.
    • No third-party data sharing; strict privacy protections.

  • Investment opportunities and alternatives (coming soon)

    • Infrastructure investments and access to deal flow in large-scale projects.
    • Alternatives including crypto, wine, and cars; P2P lending through pre-vetted opportunities.
    • Diversification across traditional, alternative, and speculative assets.

  • Community and collaboration

    • Share custom pages and templates with the Strabo community to accelerate insights.
    • Access a growing library of templates, shortcuts, and AI-assisted tools.

How to use

  • Setup and connectivity

    • Add accounts via API or input values manually to populate the dashboard.
    • Track 9 asset categories across 12,000+ institutions from multiple countries and currencies.

  • Organizing and analyzing

    • Tag accounts to align with goals and automatically group assets for deeper analysis.
    • Build custom pages with widgets to forecast scenarios, test what-if analyses, and monitor performance.

  • Collaboration and sharing

    • Export dashboards to Excel, PDFs, or Notion widgets.
    • Share pages within the Strabo community; leverage shared templates and your own AI assistant for faster insights.

  • Security and access

    • Enjoy enterprise-level security: AES-256 encryption, tokenization, passwordless access, and serverless architecture.
    • Your data is not shared with third parties; you control visibility and sharing preferences.

  • Pricing and plans

    • Strabo offers a mix of free input-capable features and paid layers with expanded analytics, AI assistance, and additional investment opportunities. Specific pricing tiers are available on the platform and may include enterprise options for advisers and teams.

  • What you get now

    • Real-time asset tracking, AI-driven insights, financial guidance, and the ability to model different scenarios within your own personalized workspace.

Use cases (practical scenarios)

  • Cross-border family wealth management

    • Families with assets across the UK, Europe, North America, and other regions can track holdings in multiple currencies, consolidate performance, and forecast outcomes under different market conditions.

  • Adviser-led client portfolios

    • Financial advisers can manage multiple client portfolios in one interface, tag accounts to goals, and present clients with clear forecasted scenarios and reports.

  • Property and alternative investments

    • Users can monitor traditional assets alongside alternatives such as real estate, crypto, wine, or cars, with a single view and consistent analytics.

  • Personal finance integration with AI guidance

    • Individuals seeking data-driven insights to optimize asset allocation receive in-app AI recommendations aligned to risk tolerance and goals, augmented by optional human advisory input.

Advantages and distinctive value

  • Unified, multi-asset, multi-currency platform

    • Strabo consolidates diverse assets across institutions and countries, removing the chaos of scattered trackers and spreadsheets.

  • AI-powered, personalized guidance

    • The platform pairs automated analytics with a dedicated AI financial assistant to deliver timely, goal-aligned insights and scenario modeling.

  • Strong emphasis on privacy and security

    • Enterprise-grade encryption, tokenization, passwordless access, and a clear stance against third-party data sharing provide robust protection and trust.

  • Flexible collaboration and customization

    • Drag-and-drop widgets, custom pages, and templates enable tailored dashboards. Sharing within the community accelerates learning and adoption.

  • Transparent data policy and compliance

    • No data retention or sale of user data; no in-platform advertising by default, with opt-in marketing.

Target audiences

  • Individuals seeking consolidated wealth visualization and insights
  • Couples managing joint assets and goals
  • Financial advisers coordinating multiple client portfolios
  • High-net-worth individuals requiring advanced analytics and diversified investment access

Pricing

  • Strabo offers a tiered approach with free and paid offerings. Free access provides core portfolio tracking and basic features, while paid tiers unlock advanced AI insights, deeper analytics, custom pages, and broader investment opportunities. Specific pricing is available on the platform, with enterprise options for advisers and teams.

Frequently Asked Questions (highlights)

  • What do you do with my data?

    • Strabo does not retain, store, or sell user data; no ads in the platform and marketing is opt-in.

  • Which countries and institutions are supported?

    • Strabo covers banks and brokerages across the UK, Canada, Ireland, Netherlands, Spain, France, New Zealand, and Australia, with expansion plans into Europe and the Middle East.

  • Is Strabo only for international users?

    • No. Strabo is designed for users with assets in any country and is accessible to a broad audience.

  • What features are coming next?

    • Deeper analytics, tax insights, a mobile app, and additional investment products.

  • Do you analyze transaction information?

    • The focus is on wealth management analytics rather than budgeting; transaction data is analyzed only at a surface level.

  • Data privacy and compliance

    • Strabo emphasizes privacy, security, and compliance; it operates with regulated account information services where applicable.

  • How many users and assets are supported?

    • Thousands of users across 12+ countries; hundreds of thousands of assets monitored; thousands of institutions connected.

Bottom line

Strabo offers a comprehensive, AI-augmented wealth management solution that consolidates assets, automates organization, and delivers personalized insights. Its emphasis on multi-asset, multi-currency tracking, secure data practices, and collaborative features makes it a strong choice for individuals, couples, and advisers seeking to simplify complex portfolios and unlock data-driven growth. Whether you’re managing traditional investments, alternatives, or property-related assets, Strabo provides a centralized, scalable platform to forecast outcomes, test scenarios, and take informed action with confidence.

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