Investing

A portfolio view that says when a number is uncertain

Stridefly tracks your investments across your brokerage and retirement accounts in one place on your phone. It values your positions, shows how your mix compares with the targets you set, and says so plainly when a price is stale or a value is estimated.

Stridefly shows your whole portfolio across your brokerage and retirement accounts

The Invest tab shows portfolio value over time, how the day compares with the S&P 500, and your top positions. You can scope the view to everything you have connected or imported, by owner, or to taxable versus retirement.

Invest tab: portfolio value of $211,420, up $851 today and $4,183 over the past month, compared with the S&P 500, with top positions and their gains. Invest tab: portfolio value of $211,420, up $851 today and $4,183 over the past month, compared with the S&P 500, with top positions and their gains.

Your whole portfolio

All 19 positions with value and today's and all-time change, some up and some down. All 19 positions with value and today's and all-time change, some up and some down.

Positions

Where your investments sit is visible by account and brokerage

See which positions live in which account, and how much each brokerage holds. Connect brokerages through Plaid (US institutions today) or import positions from CSV.

Honest numbers: Stridefly discloses estimates and stale prices

When a value is estimated, or a price is stale or incomplete, Stridefly says so next to the number instead of presenting an estimate as exact.

Allocation compares your mix with the targets you set

Stridefly breaks your portfolio down by asset class and sub-class. You set the targets. Drift shows how far each one has moved from where you want it. The targets are yours; Stridefly does not tell you what they should be.

Allocation by asset class shown as a donut chart. Allocation by asset class shown as a donut chart.

Allocation by asset class

Target mix by asset class adding up to 100%, with the dollar amount for each. Target mix by asset class adding up to 100%, with the dollar amount for each.

Your target mix

A rebalance plan lists the buy and sell amounts that would restore your targets

Stridefly turns drift into a plan with specific amounts to buy and sell. It is arithmetic against your own targets, not a recommendation, and Stridefly does not place trades.

Rebalance plan: $39,589 to reach targets, with buy and sell amounts by asset class. Rebalance plan: $39,589 to reach targets, with buy and sell amounts by asset class.

A plan back to your targets

Buy Radar tracks the positions you are watching

Add positions to a watchlist, plan to buy in steps at prices you choose, and set price triggers. Triggers show as alerts in the app, and you can turn on notifications on your phone. Buy Radar follows your plan and your targets.

Buy Radar watchlist with current and target prices for each position on it. Buy Radar watchlist with current and target prices for each position on it.

Buy plans you set

Income and dividends are on a calendar

See investment income and a dividend calendar, plus recent investment activity.

Income view: an estimated $4,057 in dividends over the next 12 months, a 1.9% dividend yield, and dividend payers by amount. Income view: an estimated $4,057 in dividends over the next 12 months, a 1.9% dividend yield, and dividend payers by amount.

Income and dividends

The Tax Center is optional, off by default, and an estimate

Turn on the Tax Center and Stridefly estimates tax on realized gains and dividends using rates you enter. Gains come from connected brokerages or sales you enter by hand. It is an estimate, not tax advice, and not a substitute for a tax professional.

Tax Center estimate: estimated tax on realized gains and dividends, with known and projected amounts. Tax Center estimate: estimated tax on realized gains and dividends, with known and projected amounts.

Optional tax estimate

Stridefly does not give investment advice or move money

Stridefly tracks. It does not recommend buying or selling anything, promise a return, or execute trades.

Questions about investing in Stridefly

Can Stridefly track my 401(k) and IRA with my brokerage?

Yes, retirement and taxable accounts can sit together, and you can scope the view to either.

Does Stridefly rebalance for me?

No. It shows drift and a plan with amounts. You decide, and you place any trades with your broker.

Does Stridefly give investment advice?

No. Stridefly shows your own numbers against targets you set. It does not recommend securities or place trades.

Can I import positions from my brokerage?

Yes. You can import positions by connecting a US brokerage through Plaid or from a CSV file.

Does it calculate a retirement date or financial independence (FIRE) number?

Not today. Stridefly does not project a retirement date or a financial-independence number.

Does it show portfolio returns?

The Invest tab shows value over time and the day against the S&P 500. A dedicated performance screen is not part of the app today.

Join the private beta

Stridefly is in private beta. Join the waitlist and we will email you when a spot opens. Prefer to look around first? Demo mode lets you explore sample data before you connect anything.

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