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Strata App Overview

📖 Strata App

Your stuff. Organized.

Strata App is your universal asset tracking solution that helps you:

  • 🗂️ Organize everything you own - from investment portfolios to LEGO collections
  • 💰 Track values and net worth over time
  • 🏷️ Organize assets into flexible categories and tags
  • 📊 See your complete portfolio in one place
  • 📈 Budget and track expenses

🎯 Who Is Strata For?

Investors

Track your complete portfolio across multiple asset classes:

  • Stocks, bonds, ETFs across multiple brokers
  • Real estate properties and valuations
  • Crypto holdings
  • Checking accounts
  • Savings accounts
  • See total net worth in one view

Collectors

Catalog any collection:

  • LEGO sets with acquisition costs and current values
  • Book collections with metadata
  • Art and vintage items
  • Any collection you can imagine
  • Track appreciation and total collection value

Homeowners

Manage household inventory and valuations:

  • Furniture and appliances
  • Electronics and equipment
  • Heirlooms and valuables

Fashion enthusiasts

Organize your style:

  • Categorize by type, season, occasion
  • Track purchase prices and current values
  • Identify what you actually wear
  • Make informed purchasing decisions

Anyone...

... who wants to know what they own and what it's worth

✨ What Makes Strata Different?

Not just finance. Everything.

Most apps force you to choose: track investments OR manage collections. Strata tracks it all:

  • 💰 Financial Assets - Stocks, crypto, real estate, cash accounts
  • 🎨 Collections - LEGO, books, art, vintage items, memorabilia
  • 👕 Personal Items - Wardrobe, furniture, electronics, household inventory
  • 📊 Complete Picture - See your total net worth across ALL asset types

💡 Core Concepts

Asset Types

Asset Types define the nature of what you own:

  • CHECKING_ACCOUNTS
  • SAVINGS_ACCOUNTS
  • CASH
  • REAL_ESTATE
  • LOAN
  • STOCKS & FUNDS
  • CRYPTO
  • PERSONAL_ITEMS
  • COLLECTIONS
  • OTHER
  • any custom type you want to create.

Categories (Many-to-Many)

Flexible organization - assets can belong to multiple categories:

  • Hierarchical: Clothing > T-Shirts > Summer
  • Cross-cutting: Athletic Wear, Income Generating Assets

Tags

Additional metadata for filtering:

summer, vintage, paris, collectible

🎨 Philosophy

"Your wealth isn't just money - it's everything you value."

Strata believes that:

  • Tracking should be universal (not just finance)
  • Organization should be flexible (multiple perspectives)
  • Data should be beautiful (not just functional)
  • The complete picture matters (assets + liabilities = net worth)

🚀 Quick Start Guide

  1. Add Your First Asset - Create a bank account, investment, or collectible
  2. Organize with Categories - Create hierarchical categories or use cross-cutting ones
  3. Track Value - Add balance snapshots to monitor growth over time
  4. See Your Portfolio - View total value across all your assets

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