Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Integrations
Bitstamp
No
Acorns
No
BoardWorks
No
CITI Unify
No
Coinbase
No
First Republic
No
Firstrade
No
HTX
No
Kraken
No
Poloniex
No
Integrations
Bitstamp
Yes
Acorns
Yes
BoardWorks
Yes
CITI Unify
Yes
Coinbase
Yes
First Republic
Yes
Firstrade
Yes
HTX
Yes
Kraken
Yes
Poloniex
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