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 1 Rating

Total
ease
features
design
support

Alternatives to Consider

  • OANDA Reviews & Ratings
    52,265 Ratings
    Company Website
  • Sharesight Reviews & Ratings
    495 Ratings
    Company Website
  • eToro Reviews & Ratings
    28,190 Ratings
  • Quick Consols Reviews & Ratings
    49 Ratings
    Company Website
  • Coinbase Reviews & Ratings
    10 Ratings
    Company Website
  • YouHodler Reviews & Ratings
    28 Ratings
  • Fixed Asset Pro Reviews & Ratings
    173 Ratings
    Company Website
  • Asym Capital Reviews & Ratings
    1 Rating
    Company Website
  • Allvue Reviews & Ratings
    5 Ratings
  • CoinStats Reviews & Ratings
    101,111 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 Trademetria?

Are you feeling overwhelmed by the need to log into multiple brokerage accounts just to monitor your profit and loss? Our platform brings together all your portfolio details in a single, convenient interface. Keep an eye on your top assets with customizable watchlists, allowing you to streamline your trading experience. Say goodbye to the hassle of managing a complicated trading spreadsheet, as our tool enables you to document every trading event, sentiment, and behavior using a comprehensive WYSIWYG HTML editor. Set specific account objectives, modify commission rates, and implement custom fees to take command of your trading operations. Access valuable financial data, earnings announcements, charts, and company profiles from more than 20 international exchanges. By tagging your trades according to your strategies, you can easily identify your most and least profitable approaches. Additionally, analyze metrics for any trading strategy, enhancing your trading intelligence and boosting your consistency and effectiveness. Enjoy visually striking representations of your trading outcomes, providing you with the assurance needed to either increase your position sizes or adopt a more cautious approach. This holistic view of your trading performance empowers you to make informed decisions in your financial journey.

Media

Media

Integrations Supported

Binance
Charles Schwab
Interactive Brokers
TD Ameritrade
TradeStation
tastytrade
Alpaca
Betterment
CITI Unify
Coinbase
EquatePlus
First Republic
HTX
Kraken
KuCoin
Shareworks
SoFi
Stash
Webull
Wells Fargo Business Checking

Integrations Supported

Binance
Charles Schwab
Interactive Brokers
TD Ameritrade
TradeStation
tastytrade
Alpaca
Betterment
CITI Unify
Coinbase
EquatePlus
First Republic
HTX
Kraken
KuCoin
Shareworks
SoFi
Stash
Webull
Wells Fargo Business Checking

API Availability

Has API

API Availability

Has API

Pricing Information

$25 per month
Free Trial Offered?
Free Version

Pricing Information

$29.95 per month
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

Trademetria

Company Location

United States

Company Website

trademetria.com

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

Popular Alternatives

Popular Alternatives

StockMaster Reviews & Ratings

StockMaster

Supertech