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features
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support

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Description

20neTrust provides an opportunity to track and evaluate your futures trading records across major cryptocurrency exchanges, helping you identify areas for improvement as well as your strengths. New users can take advantage of a 14-day trial period upon signing up, allowing them to gain initial insights into their trading performance. This trial not only helps in understanding trading patterns but also assists in making informed decisions for future trades.

Description

Utluna provides essential insights into your investment portfolio and overall performance while assisting you in overcoming behavioral biases. You can join anonymously and link your accounts from various financial institutions in under five minutes. Sounds too good to be true? Test our demo account, which is view-only and requires no setup, or opt for a complimentary 30-day trial that doesn't ask for your email or credit card information. Effortlessly keep track of all your financial assets, regardless of their location or liquidity status. This includes any asset class such as equities, debt instruments, currencies, commodities, tangible assets, digital assets, collectibles, and more. It accommodates all types of securities, including direct investments, funds, derivatives, and CFDs, as well as various currencies beyond the G10. You can manage both listed and non-listed assets, whether they're bankable or not. Gain a deeper understanding of the factors influencing your portfolio with intuitive visualizations of composition, performance, and risk. Additionally, customize your analysis with tags tailored to your perspective, allowing for a more personalized approach to managing your investments. With Utluna, taking charge of your financial journey has never been easier.

API Access

Has API

API Access

Has API

Screenshots View All

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Integrations

Acorns
Alight
Betterment
Bitget
BoardWorks
Bybit
CITI Unify
Charles Schwab
E*TRADE
EquatePlus
Firstrade
Kraken
Merrill Edge
OKX
Poloniex
Shareworks
Stash
TradeStation
Wealthfront
tastytrade

Integrations

Acorns
Alight
Betterment
Bitget
BoardWorks
Bybit
CITI Unify
Charles Schwab
E*TRADE
EquatePlus
Firstrade
Kraken
Merrill Edge
OKX
Poloniex
Shareworks
Stash
TradeStation
Wealthfront
tastytrade

Pricing Details

$14.99/month
Free Trial
Free Version

Pricing Details

$25 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Laerm Media

Founded

2024

Country

Germany

Website

www.20netrust.com

Vendor Details

Company Name

Utluna

Country

United States

Website

utluna.com

Product Features

Product Features

Stock Portfolio Management

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

Alternatives

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