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Average Ratings 0 Ratings

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Description

IBKR offers clients around the world the chance to invest internationally at minimal costs. With a single integrated account, you can invest in a variety of assets including stocks, options, futures, currencies, bonds, and funds from any location. The platform allows you to fund your account in several currencies and trade assets that are also denominated in various currencies. Clients can access market data continuously, 24 hours a day, six days a week. It is robust enough to cater to the needs of professional traders while remaining user-friendly for all investors. The platform is accessible via desktop, mobile, and web. You can identify market opportunities, evaluate your trading results, oversee your account, and enhance your decision-making with our complimentary trading tools. Users receive real-time trade confirmations, detailed information on margin, transaction cost analysis, comprehensive portfolio analysis, and other valuable features. When choosing a broker, it is crucial to ensure that they are secure and capable of weathering both prosperous and challenging times. With a solid capital foundation, a prudent balance sheet, and automated risk management controls, IBKR is structured to safeguard both itself and its clients against significant trading losses, ensuring a reliable investment experience. This commitment to security and efficiency underscores the importance of making informed investment choices.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Bitstamp No 
Acorns No 
Betterment No 
Charles Schwab No 
Claritus Yes 
Deneb Pro Yes 
EquatePlus No 
Financial Tech Wiz Trading Journal Yes 
Investor/RT Yes 
JigSaw Trading Yes 
Medved Trader Yes 
Merrill Edge No 
Option Alpha Yes 
Options Road Backtester Yes 
QuantConnect Yes 
Reflexivity Yes 
RightCapital Yes 
Sharesight Yes 
Trade Ideas Yes 
TradingDiary Pro Yes 

Integrations

Bitstamp Yes 
Acorns Yes 
Betterment Yes 
Charles Schwab Yes 
Claritus No 
Deneb Pro No 
EquatePlus Yes 
Financial Tech Wiz Trading Journal No 
Investor/RT No 
JigSaw Trading No 
Medved Trader No 
Merrill Edge Yes 
Option Alpha No 
Options Road Backtester No 
QuantConnect No 
Reflexivity No 
RightCapital No 
Sharesight No 
Trade Ideas No 
TradingDiary Pro No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$25 per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Interactive Brokers

Country

United States

Website

www.interactivebrokers.com/en/home.php

Vendor Details

Company Name

Utluna

Country

United States

Website

utluna.com

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

Alternatives

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