Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 2 Ratings

Total
ease
features
design
support

Alternatives to Consider

  • Sharesight Reviews & Ratings
    546 Ratings
    Company Website
  • Quick Consols Reviews & Ratings
    49 Ratings
    Company Website
  • IUX Reviews & Ratings
    893 Ratings
    Company Website
  • eToro Reviews & Ratings
    31,115 Ratings
  • YouHodler Reviews & Ratings
    28 Ratings
  • Fixed Asset Pro Reviews & Ratings
    214 Ratings
    Company Website
  • CoinStats Reviews & Ratings
    101,095 Ratings
    Company Website
  • SBS Asset Finance Reviews & Ratings
    3 Ratings
    Company Website
  • Asym Capital Reviews & Ratings
    1 Rating
    Company Website
  • InMotion Hosting Reviews & Ratings
    2,918 Ratings
    Company Website

What is Utluna?

Utluna offers vital insights into your investment portfolio and overall performance, while also helping you navigate behavioral biases. You can sign up anonymously and connect your accounts from multiple financial institutions in just a few minutes. If this seems too good to be true, you can explore our demo account, which is view-only and requires zero setup, or take advantage of a free 30-day trial that doesn't require any email or credit card information. Effortlessly monitor all your financial assets, regardless of where they are or their liquidity status. This includes a wide variety of asset classes such as equities, debt instruments, currencies, commodities, tangible assets, digital assets, collectibles, and beyond. The platform supports all types of securities, covering direct investments, funds, derivatives, and CFDs, along with a range of currencies that extends beyond the G10. You can oversee both listed and non-listed assets, whether they are bankable or not. With Utluna, you can gain a clearer understanding of the factors that affect your portfolio through intuitive visualizations of its composition, performance, and risk. Additionally, you have the flexibility to tailor your analysis using tags relevant to your perspective, enabling a more customized approach to managing your investments. Taking control of your financial journey has never been more straightforward, empowering you to make informed decisions that align with your goals.

What is StockMaster?

Since its inception in 1996, StockMaster has evolved into the leading investment portfolio management software in Australia. Designed specifically for investors who wish to streamline their investment oversight and tax documentation, it boasts a unique trade record feature that simplifies the recording and reporting of trade activities and dividends. Users can take advantage of its online charting and query functions, making it easy to visualize data and perform real-time inquiries related to their shares. StockMaster goes beyond basic portfolio management by integrating tools for cash flow and property management, enabling users to efficiently track daily financial movements and expenses tied to their investment properties. Additionally, the software provides real-time updates on a wide range of financial instruments, including shares, managed funds, and options. It also offers comprehensive analysis capabilities, allowing investors to forecast dividend income and examine imputation credits for the upcoming year, along with detailed insights into their asset allocation. With its extensive features, StockMaster equips investors with a robust platform that caters to multiple facets of their financial management strategies. This makes it an invaluable resource for anyone serious about managing their investments effectively.

Media

Media

Integrations Supported

Bitstamp
Acorns
Alight
Betterment
Binance
BoardWorks
Charles Schwab
Coinbase
EquatePlus
Firstrade
Interactive Brokers
Poloniex
SoFi
Stash
TD Ameritrade
Tangerine
TradeStation
Vanguard
Wells Fargo Business Checking
tastytrade

Integrations Supported

Bitstamp
Acorns
Alight
Betterment
Binance
BoardWorks
Charles Schwab
Coinbase
EquatePlus
Firstrade
Interactive Brokers
Poloniex
SoFi
Stash
TD Ameritrade
Tangerine
TradeStation
Vanguard
Wells Fargo Business Checking
tastytrade

API Availability

Has API

API Availability

Has API

Pricing Information

$25 per month
Free Trial Offered?
Free Version

Pricing Information

$220 per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Utluna

Company Location

United States

Company Website

utluna.com

Company Facts

Organization Name

Supertech

Date Founded

1996

Company Location

Australia

Company Website

supertech.com.au/stockmaster.html

Categories and 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

Categories and 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

Popular Alternatives

Popular Alternatives

StockMaster Reviews & Ratings

StockMaster

Supertech