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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Our dynamic team began by creating a journaling tool that was proprietary, and delving into its functionality. This immersion led to a realization: our creation had potential that went beyond our immediate needs. EquityGuard, a solution designed to elevate the trading process, was born. EquityGuard has a wide range of features, including a sophisticated trading journal, a robust backtester and intuitive trade calendar. It also offers strategic management tools. We offer two account levels: Free and PRO. The Free account has volume-based restrictions on usage, whereas the PRO account allows unrestricted use. We are also about to unveil a fully automated, cutting-edge journaling system. Our affiliate program offers a transparent payout structure and top-tier payouts, which reflects our commitment to honesty.

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 
BoardWorks No 
CITI Unify No 
Coinbase No 
First Republic No 
Firstrade No 
HTX No 
Kraken No 
Poloniex No 
Robinhood No 
SoFi No 
Stash No 
TD Ameritrade No 
Tangerine No 
TradeStation No 
Vanguard No 
Wealthfront No 
Wells Fargo Business Checking No 
tastytrade No 

Integrations

Bitstamp Yes 
Acorns Yes 
BoardWorks Yes 
CITI Unify Yes 
Coinbase Yes 
First Republic Yes 
Firstrade Yes 
HTX Yes 
Kraken Yes 
Poloniex Yes 
Robinhood Yes 
SoFi Yes 
Stash Yes 
TD Ameritrade Yes 
Tangerine Yes 
TradeStation Yes 
Vanguard Yes 
Wealthfront Yes 
Wells Fargo Business Checking Yes 
tastytrade Yes 

Pricing Details

$8/month
Free Trial No 
Free Version Yes 

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) Yes 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

EquityGuard

Founded

2023

Website

www.equityguard.app

Vendor Details

Company Name

Utluna

Country

United States

Website

utluna.com

Product Features

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 

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