Vestiio

Vestiio

Vestiio GmbH
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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.

About

Vestiio is a portfolio tracker and AI analyst for private investors who hold stocks and ETFs across one or more brokers. Connect US and Canadian brokers read-only through Plaid, or import a statement. Vestiio shows your time-weighted return against the benchmark you choose, your dividend income, and what your funds really own: the companies you hold twice, how much your ETFs overlap, and your true sector mix. Ask the AI analyst about your own portfolio. It knows your holdings, notes and strategy and answers from live data. Pro adds Radar, news alerts about what you hold; Premium adds Scouts, questions you ask once that Vestiio checks every week. Research tools include a stock screener with the V-Score, 13F filings from well-known fund managers, and market briefings. Share a portfolio privately or join a leaderboard. Vestiio is read-only: it never trades or moves money. Data is hosted in Switzerland. Start with a Demo on sample data, no card needed. Plans from $19 a month.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Private investors who hold stocks and ETFs across one or more brokers and want to see their true return, what their funds really own, and research on every stock they hold

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$25 per month
Free Version
Free Trial

Pricing

$19/month
Free Version
Free Trial

Reviews/Ratings

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

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Utluna
United States
utluna.com

Company Information

Vestiio GmbH
Founded: 2026
Switzerland
vestiio.com/en

Alternatives

Alternatives

No Alternatives
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Categories

Categories

Integrations

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Integrations

Acorns
Alight
Betterment
Binance
BoardWorks
CITI Unify
Coinbase
EquatePlus
First Republic
Merrill Edge
Poloniex
Robinhood
Shareworks
SoFi
Stash
Tangerine
TradeStation
Wealthfront
Wells Fargo Business Checking
tastytrade
Claim Utluna and update features and information
Claim Utluna and update features and information
Claim Vestiio and update features and information
Claim Vestiio and update features and information