Average Ratings 5 Ratings
Average Ratings 0 Ratings
Description
Discover a new level of trading success with TradesViz, the ultimate online trading analytics and journaling platform. Unlock the power of over 500 charts and statistics to delve into every aspect of your trading journey and elevate your trading performance in a data-driven way.
Experience seamless integration with TradesViz as we support import from over 100 brokers, making it effortless for you to consolidate your trading data in one place. What's more, our platform offers 100% automatic import from 30+ leading international platforms and brokers, ensuring you have a comprehensive view of your trading activities across the globe.
Tired of having multiple subscriptions? Here's a glimpse of what's already included in your account:
* World's most advanced all-in-one Pivot grid analytics
* Day/Trade plans for custom data analysis - trade planning/mistake analysis etc.,
* 100% custom dashboard with over 400 widgets
* World's first platform to have dedicated simulators for all asset types: stock, future, forex and options
* TradingView plotted charts for ALL trades and asset types
Sign up for TradesViz today and discover your trading edge.
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
Coinbase
Interactive Brokers
Kraken
Robinhood
TD Ameritrade
TradeStation
tastytrade
Bitstamp
Alpaca
Integrations
Binance
Coinbase
Interactive Brokers
Kraken
Robinhood
TD Ameritrade
TradeStation
tastytrade
Bitstamp
Alpaca
Pricing Details
$14.99 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
TradesViz
Founded
2020
Website
www.tradesviz.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