Investing

Your whole portfolio, in one place

Stridefly brings your brokerage and retirement accounts from every institution into one place. See how your whole portfolio is doing, and whether it's on track with the plan you've set.

Every account, one portfolio

See all your positions together across every account, or open one account to see just what's in it. Hold the same stock or fund in more than one account? Stridefly adds it up into one position and shows which accounts hold it, so you can see how much you really own and whether too much sits in any one investment. Your portfolio's value, today's change and how you compare with the S&P 500 are right at the top. Connect your brokerages through Plaid, or import a CSV file.

Give each account an owner: you, your partner or joint. Then see yours, your partner's or joint, or just taxable or retirement, with positions, allocation and performance for that view.

Invest tab: portfolio value of $63,202, up $327 on the day (0.52%) and $2,174 over the past month, compared with the S&P 500, with top positions VXUS and VTI. Invest tab: portfolio value of $63,202, up $327 on the day (0.52%) and $2,174 over the past month, compared with the S&P 500, with top positions VXUS and VTI.

Invest: your whole portfolio at a glance

All 12 positions with value and the day's and all-time change, some up and some down. All 12 positions with value and the day's and all-time change, some up and some down.

Positions: value and change for each

Your targets, your drift

Decide how you want your money split, for example 60% stocks, 30% bonds and 10% cash. As markets move, your mix shifts away from that plan. Stridefly shows how far each part has moved, so you can see when your mix is further from your plan than you'd like.

Target mix by asset class adding up to 100%: US Stocks 28, Tech Growth 24, International 18, Dividend 12, Bonds 8, Real Estate 5 and Cash Reserve 5. Target mix by asset class adding up to 100%: US Stocks 28, Tech Growth 24, International 18, Dividend 12, Bonds 8, Real Estate 5 and Cash Reserve 5.

Targets: your target mix

A rebalance plan you can act on

When your mix has drifted, Stridefly shows how much to buy or sell in each part to get back to your targets. You decide what to do, and you make any trades with your broker.

Rebalance plan: $3,851 to reach targets, with buy and sell amounts by asset class, such as selling $2,671 of Tech Growth and buying $1,096 of Bonds. Rebalance plan: $3,851 to reach targets, with buy and sell amounts by asset class, such as selling $2,671 of Tech Growth and buying $1,096 of Bonds.

Rebalance: a plan back to your targets

Watchlist

Keep a list of investments you'd like to buy, and the price you'd buy them at. You can split a purchase into steps. When a price reaches your level, your watchlist flags it, and it can notify you if you turn on notifications.

Watchlist: next buys near target of $500, then each watched position with its current price and target entry. Watchlist: next buys near target of $500, then each watched position with its current price and target entry.

Watchlist: buy plans you set

Dividends, interest and activity

See the dividends and interest you've earned over the past year, what to expect over the next twelve months, and when payments are likely to arrive. Every deposit, dividend and trade across your investment accounts is in one list.

Income view: $2,181 received over the last 12 months, an estimated $1,429 for the next 12, a 2.3% yield, $752 in interest, and payers by amount. Income view: $2,181 received over the last 12 months, an estimated $1,429 for the next 12, a 2.3% yield, $752 in interest, and payers by amount.

Income from dividends and interest

Numbers you can trust, or a clear reason why not

Every balance, return and total is worked out from your own accounts and activity. When your bank or brokerage hasn't sent new data yet, or a value has to be estimated, you see a clear label and when it was last updated, right next to the number.

Tax Center

Turn on the Tax Center to estimate the tax on your gains and dividends, using your own tax rates. It's an estimate to help you plan, not tax advice.

Tax Center: an estimated $220 in tax on $500 of gains and $426 of dividends, using the rates you enter. Tax Center: an estimated $220 in tax on $500 of gains and $426 of dividends, using the rates you enter.

Tax Center: an estimate from your own rates

Stridefly helps you track and plan. It doesn't give investment advice or make trades.

Questions about investing in Stridefly

Can I see my 401(k) and IRAs with my brokerage accounts?

Yes. They all sit in one portfolio. View them together, or look at retirement and taxable accounts separately.

Does Stridefly rebalance for me?

No. It shows what to buy or sell to get back to your targets. You make any trades with your broker.

Does Stridefly give investment advice?

No. It measures your portfolio against the targets you set. It doesn't recommend investments or make trades.

How do I add my investments?

Connect your brokerage through Plaid, or import a CSV file of your positions.

Can I see how my investments are performing?

Yes. You see your portfolio's value over time, today's change next to the S&P 500, and how much each position has gained since you bought it.

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Join the private beta

Stridefly is in private beta. We invite people in small groups. Once you're in, you can look around with sample data before you add anything, no account needed.

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