Audience

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

About Utluna

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.

Pricing

Starting Price:
$25 per month
Free Version:
Free Version available.
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews

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Company Information

Utluna
United States
utluna.com

Videos and Screen Captures

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Product Details

Platforms Supported
SaaS
Training
Documentation
Live Online
Videos
Support
24/7 Live Support
Online

Utluna Frequently Asked Questions

Q: What kinds of users and organization types does Utluna work with?
Q: What languages does Utluna support in their product?
Q: What kind of support options does Utluna offer?
Q: What other applications or services does Utluna integrate with?
Q: What type of training does Utluna provide?
Q: Does Utluna offer a free trial?
Q: How much does Utluna cost?

Utluna Product Features

Stock Portfolio Management

Order Management
For Traders
Billing & Invoicing
Client Management
Wash Sale Detection
Portfolio Rebalancing
Technical Analysis
For Investment Advisors
Data Warehousing
Portfolio Accounting
Tax Management
Risk Management