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About

In the beginning, our dynamic team created a proprietary journaling tool, delving deeply into its functionalities. This immersion sparked a realization—our creation held potential beyond our immediate needs. Thus, EquityGuard was born, a meticulously designed solution set to elevate the trading experience. EquityGuard offers a diverse feature set, including a sophisticated trade journal, robust backtester, intuitive trade calendar, strategic management tools, and more. We provide two account levels—Free and PRO. The Free account is fully functional but has volume-based usage restrictions, while the PRO account offers unrestricted access. We're also on the verge of unveiling a cutting-edge, fully automated journaling system. Our affiliate program boasts a top-tier payout structure with transparent terms, reflecting our commitment to honesty.

About

Utluna delivers valuable insights into your portfolio and performance and helps you mitigate behavioral biases. Join anonymously and sync your accounts held at different financial institutions in less than 5 minutes. Too good to be true? Play around with our demo account (view only, no setup required) or sign up for a free 30-day trial (no email, no credit card required). Effortlessly monitor all your financial assets, independently of where they are held and how (il)liquid they are. Any asset class, incl. equity, debt, currencies, commodities, real assets, digital assets, collectibles, etc. Any security type, incl. direct holdings, funds, derivatives, CFDs, etc. Any currency, G10, and beyond. Listed and non-listed, bankable and non-bankable assets. Understand what drives your portfolio thanks to intuitive composition, performance, and risk visualizations. Slice and dice your analysis according to your own view of the world thanks to customizable tags.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Day traders

Audience

Traders interested in a solution to get insights into their portfolio and performance

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$8/month
Free Version Supported
Free Trial Not Supported

Pricing

$25 per month
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

EquityGuard
Founded: 2023
www.equityguard.app

Company Information

Utluna
United States
utluna.com

Alternatives

Alternatives

StockMaster

StockMaster

Supertech
Dion Portfolio Tracker

Dion Portfolio Tracker

Dion Global Solutions

Categories

Backtesting Supported
Trading Journals Supported

Categories

Integrations

Alight Not Supported
Betterment Not Supported
BoardWorks Not Supported
Charles Schwab Not Supported
E*TRADE Not Supported
First Republic Not Supported
Firstrade Not Supported
HTX Not Supported
Interactive Brokers Not Supported
Kraken Not Supported
Robinhood Not Supported
Shareworks Not Supported
SoFi Not Supported
TD Ameritrade Not Supported
Tangerine Not Supported
TradeStation Not Supported
Vanguard Not Supported
Wealthfront Not Supported
Wells Fargo Business Checking Not Supported
tastytrade Not Supported

Integrations

Alight Supported
Betterment Supported
BoardWorks Supported
Charles Schwab Supported
E*TRADE Supported
First Republic Supported
Firstrade Supported
HTX Supported
Interactive Brokers Supported
Kraken Supported
Robinhood Supported
Shareworks Supported
SoFi Supported
TD Ameritrade Supported
Tangerine Supported
TradeStation Supported
Vanguard Supported
Wealthfront Supported
Wells Fargo Business Checking Supported
tastytrade Supported
Claim EquityGuard and update features and information
Claim EquityGuard and update features and information
Claim Utluna and update features and information
Claim Utluna and update features and information