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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

TradeBench serves as a free online platform for traders, providing tools for trade journaling, planning, position sizing, and risk management specifically designed for those engaged in stocks, futures, CFDs, and forex trading. Our primary aim is to enhance your trading profitability by delivering a systematic method for trade planning and risk management that simplifies the process of documenting your trades, thereby making the review and learning from past experiences a core component of your trading practice. The significance of having a well-defined trade plan is paramount for anyone looking to thrive and earn in the competitive landscape of financial markets. It's essential to outline both your entry and exit strategies and to be prepared for various outcomes, regardless of whether the trade moves in your favor. With our trade plan feature, you receive an automatic summary that includes essential metrics such as potential profits and losses, reward-to-risk ratios, and more, tailored to the trades you are contemplating. This comprehensive approach not only fosters mindful trading but also empowers you to make informed decisions that could lead to greater success.

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 
Alight No 
Betterment No 
Binance No 
CITI Unify No 
Charles Schwab No 
Coinbase No 
E*TRADE No 
EquatePlus No 
HTX No 
Merrill Edge No 
Robinhood No 
Shareworks No 
SoFi No 
Stash No 
TD Ameritrade No 
TradeStation No 
Vanguard No 
Wells Fargo Business Checking No 
tastytrade No 

Integrations

Bitstamp Yes 
Alight Yes 
Betterment Yes 
Binance Yes 
CITI Unify Yes 
Charles Schwab Yes 
Coinbase Yes 
E*TRADE Yes 
EquatePlus Yes 
HTX Yes 
Merrill Edge Yes 
Robinhood Yes 
Shareworks Yes 
SoFi Yes 
Stash Yes 
TD Ameritrade Yes 
TradeStation Yes 
Vanguard Yes 
Wells Fargo Business Checking Yes 
tastytrade Yes 

Pricing Details

Free
100% Cost Free.

No paid plans!
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 Yes 
Live Rep (24/7) No 
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) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

TradeBench

Founded

2011

Website

tradebench.com

Vendor Details

Company Name

Utluna

Country

United States

Website

utluna.com

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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