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Description
We want to help traders improve their trading strategies and manage risk by providing them with data-driven analytics in a dashboard that is easy to use.
Features:
*Trailing and analysis of real-time trading data.
*Journalize your trades with text and screenshots.
• Review your trades easily and quickly to make informed decisions.
*Sessions analysis. Understand which sessions are most profitable for you, examine the trades made in these sessions, and base your decisions on this data.
*Keep the right mindset through our daily unique trading quotes pop-ups
Risk symbols and risk information are available.
*Monthly Calendar with Profits/Losses and Trades Taken
*Trail up to 5 trading accounts
*Monthly profits and losses both in percentage and cash
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
Bitstamp
Betterment
Binance
BoardWorks
CITI Unify
Charles Schwab
Coinbase
E*TRADE
HTX
Interactive Brokers
Integrations
Bitstamp
Betterment
Binance
BoardWorks
CITI Unify
Charles Schwab
Coinbase
E*TRADE
HTX
Interactive Brokers
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
Koena Technology
Founded
2021
Country
Kenya
Website
koenajournal.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