✨ Features

Universal Asset Tracking

Strata organizes assets into 6 groups (enum field on AssetType):

FINANCIAL — cash, checking, savings, stocks, bonds, crypto
REAL_ESTATE — properties, rentals
PHYSICAL_COLLECTIONS — LEGO, books, art, collectibles
PERSONAL_PROPERTY — wardrobe, furniture, household items, electronics, vehicles
LIABILITIES — mortgages, loans
OTHER — miscellaneous assets

WordPress-style categories (many-to-many) plus hierarchical structure.

Monitor asset values over time with snapshots and transaction history.

Asset Snapshots — Record values at any point in time per asset
Transaction History — Track acquisitions, disposals, and adjustments
Net Worth Snapshot — Capture total net worth at any moment via POST /api/v1/portfolio-snapshots
Growth Visualization — Understand how your wealth evolves over time

See your complete net worth across all asset types — loans and liabilities automatically reduce the total via negative snapshot values.

The chart shows your portfolio value over time and supports 4 filter modes:

Mode	Description
Total only	Single bar per date — total portfolio value
By group	Stacked bars by asset type group (FINANCIAL, REAL_ESTATE, PERSONAL_PROPERTY, PHYSICAL_COLLECTIONS, LIABILITIES, OTHER)
By asset type	Stacked bars per individual asset type code
By category	Stacked bars per user-defined category

LIABILITIES group assets always appear below the zero axis (red bars) — reflecting that loans reduce your net worth.

Portfolio snapshots are calculated automatically every time you add or modify an asset snapshot — no manual action needed.

Budgeting and expense tracking
Goal setting and progress tracking
Multi-currency support
Bank API / MCP integration via ADJUST transactions — new asset snapshot values flow in automatically, triggering the same portfolio snapshot recalculation cascade