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.
The dividend investor's gut-check: where this goes wrong, and how not to screw it up
Dividend growth investing is a genuinely great engine for dodging the 4% rule's valuation trap — and also the easiest place for a smart person to do something dumb. Here are the five traps that give the strategy a bad name, and the boring rules that keep you out of them.
The dividend snowball: the paycheque that grows while you sleep
Reinvest the rent, let good businesses raise it, and add a little as you go — and your income climbs almost every month, in bull markets and bear ones alike. That's the machine you actually retire on, and it doesn't ask what the market thinks today.
planningGetting paid to hold: dividend growth investing without the hype
A share price is the market's mood about your company. A dividend is rent the business actually pays you. Retire on the rent instead of the mood and the market's daily opinion stops being able to dictate your income — but only if you understand what a dividend really is.
planning