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Description
Are you tired of logging in to four different brokers to track your pnl. Our system consolidates all of your portfolio positions on one screen. Use watchlists to track your favorite assets. You can forget about your cumbersome trading spreadsheet. You can log all your trading events, emotions, behaviors and more with a full WYSIWYG HTML editor. You can set account goals, adjust your commissions, custom fees and adjustments, and take full control over your trading business. Find financial information, earnings dates, charts, and company profiles from over 20 global exchanges. Tag your trades with your strategies to find the most/worst profitable strategies. You can also view metrics for any trading strategy. Trading intelligence that will help you become more consistent and effective. You can view your trading results in a stunningly gorgeous way. This will give you the confidence to either size up or slow down.
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
Integrations
Binance
Charles Schwab
Interactive Brokers
TD Ameritrade
TradeStation
tastytrade
Bitstamp
Alpaca
Coinbase
E*TRADE
Integrations
Binance
Charles Schwab
Interactive Brokers
TD Ameritrade
TradeStation
tastytrade
Bitstamp
Alpaca
Coinbase
E*TRADE
Pricing Details
$29.95 per 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
Trademetria
Country
United States
Website
trademetria.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