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.
Factors without black boxes
Strata's factor engine renders relative-strength heat-maps where every cell decomposes into the exact signals, weights and normalizations that produced it.
The discipline loop: theses, journals, and honest exits
Most investors don't lose to the market — they lose to their own unexamined process. Strata makes your reasoning a first-class, time-tracked object.
workflowWhy Strata is manual by design
Strata never holds your brokerage credentials and never moves funds. That's not a missing feature — it's the foundation of the product.
product