Your whole book.
One disciplined workspace.
Stocks, ETFs and crypto across every account you hold. Manual entry only; Strata never holds brokerage credentials.
Build your portfolioIllustrative data · your book stays yours
Three workspaces in one book
Portfolio, research, and workbench share one ledger. No feature tiers, no separate tools to reconcile.
Portfolio
Every account, one reconciled book
- FIFO tax lots and realized P&L across every broker
- Dividend calendar with forward income estimate
- Full transaction ledger you can audit line by line
Research
Theses wired to live signals
- Track conviction and invalidation criteria per holding
- Compose factor models over any universe you define
- Server-side alerts on price, factors, or thesis breach
Workbench
Close the loop on every trade
- Journal with plan vs. actual and realized R-multiples
- Watchlists tied to the symbols you actually hold
- Team roles, private theses, and a full audit trail
Notes on disciplined investing
How we think about books, theses, factors, and the tooling around them.
Diversification: how many stocks should I own?
How many stocks should I own? Stop hunting for a magic number. The honest answer starts with seeing your real, reconciled book in one clear view.
Barista FIRE: the half-step that buys you health insurance
Barista FIRE means quitting the career but keeping a part-time job — often for the benefits. The name is a nod to Starbucks, and the whole idea exists because of one very American problem.
planningHow to track dividends for tax season
Tax season is misery because your dividend records are scattered everywhere. Keep one reconciled book and the whole thing turns boring. Here's how.
workflow