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Enterprise Layer Intelligence
Categories/Tax & Accounting/Strabo
Strabo

Strabo

Founded by Michael Magdongon in 2024

Track global investments, bank accounts, and multi-currency assets across institutions in a single dashboard

Pricing model

Free Trial

Rating

★ Positive

Time to value

Quick Setup (< 1 hour)

You can use Strabo to connect your bank accounts, brokerages, and crypto holdings across multiple countries and currencies into a unified portfolio view. It lets you monitor asset performance across thousands of financial institutions, organize holdings with custom tags, and build personalized dashboard pages with drag-and-drop widgets. You can also forecast future wealth scenarios, export financial reports to Excel or PDF, and consult an AI assistant for portfolio insights. The service supports couples, individuals, and financial advisers managing multi-jurisdiction investments without selling or sharing personal data.

What Strabo does

Connect international bank and brokerage accountsTag and categorize financial assets by custom goalsDesign custom dashboard pages using drag-and-drop widgetsGenerate and export PDF wealth reportsForecast future portfolio growth under different return scenariosQuery the AI assistant about portfolio performanceTrack alternative assets alongside traditional equitiesTrack assets across 12 countries in multiple currenciesSync accounts automatically across 10,000 financial institutionsBuild customized dashboard pages with drag-and-drop widgetsExport portfolio reports directly to Excel, PDF, or NotionModel financial scenarios and forecast wealth projectionsOrganize holdings using custom tags to track specific financial goalsConsult an AI financial assistant for personalized asset insights

Pricing breakdown

Pricing model: Free trial

PlanList price
Adviser Plan£150 / mo
Adviser Plan (paid yearly)£1,170 / yr total

Frequently asked

PlaidPlaidMicrosoft ExcelMicrosoft ExcelNotionNotion

Used by

Michael Magdongon

Michael Magdongon

CEO @ Crosstide

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Strabo, portfolio tracker, investment tracker, multi-currency portfolio, wealth management, asset allocation, bank sync, crypto tracker, financial forecasting, Plaid integration, global wealth, net worth tracker, financial adviser dashboard, alternative assets