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About
StockFly shows your whole portfolio in any currency you choose, switched in one click. Every buy, sell and dividend is rebuilt at the exchange rate of its own date, so the return stays correct in whichever currency you are reading it, rather than a dollar figure converted at today's rate. Import your history in one upload, see money-weighted returns, compare against indexes and ETFs, and track dividends net of withholding tax. Explorer explains each holding in plain language, including which metrics matter and how to read the chart. Build what-if scenarios, set target allocations, and export tax summaries as PDF or Excel. The whole dashboard is free with no limit on holdings, and Pro is $4.99 a month after 30 days free with no card.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Individual investors who hold stocks and ETFs across more than one currency or broker, and want their real return rather than the number their broker app shows.
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Audience
Traders interested in a solution to get insights into their portfolio and performance
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$0
The entire dashboard is free permanently, with no limit on the number of holdings. Portfolio tracking, money-weighted returns, automatic dividend recording net of withholding tax, benchmark comparison and the broker file import are all on the free tier.
Every new account gets 30 days of Pro with no card required. Pro is $4.99 per month or $49 per year (save 18%). Pro adds the year-end tax summary as PDF or Excel, target allocations, what-if scenarios, the plain-language insight cards in Explorer, the AI news brief, and the Value vs Invested and Winners & Losers reports. Nothing is deleted or hidden when a trial or a subscription ends.
Free Version
Free Trial
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Pricing
$25 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationStockFly
Founded: 2026
United Arab Emirates
stockfly.app
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Company InformationUtluna
United States
utluna.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Stock Portfolio Management Features
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
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Integrations
Bitstamp
Betterment
CITI Unify
E*TRADE
EquatePlus
First Republic
Gemini
HTX
Kraken
Merrill Edge
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Integrations
Bitstamp
Betterment
CITI Unify
E*TRADE
EquatePlus
First Republic
Gemini
HTX
Kraken
Merrill Edge
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