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Utluna

Portfolio analytics platform providing real-time comprehensive overview of wealth/portfolios held at various institutions. Features portfolio tracker, performance analytics, risk analytics, cash flow analytics and multimedia trading journal.

Overview

Pricing Model
tiered
Free Trial
30 days
Founded
2018

Products & Services

Utluna Lite

journal

Free tier with multimedia investment notes, collaborative access, 1 linked account, 250 transactions

Free tier available 1 account, 250 transactions, basic analytics
30-day trial
  • Multimedia investment notes
  • Collaborative access
  • 1 brokerage account
  • 250 transactions
Learn more

Utluna Active

journal

Advanced analytics with strategy insights, 5 linked accounts, 2,500 transactions

$25 / month
30-day trial
  • Advanced analytics
  • Strategy analytics
  • 5 brokerage accounts
  • 2,500 transactions
  • All Lite features
Learn more

Utluna Pro

journal

Professional tier with custom price feeds, custom reports, 50 accounts, 25,000 transactions

$125 / month
30-day trial
  • Custom price feeds
  • Custom report generation
  • 50 brokerage accounts
  • 25,000 transactions
  • Unlimited linked accounts
  • All Active features
Learn more

Company Information

Legal Name
Utluna Solutions Ltd
Headquarters
Lausanne, Switzerland
Team Size
5
Primary Timezone
Europe/Zurich

Founding

Founded
2018

Competitive Analysis

Proposition: Anonymous portfolio tracking with 50+ broker integrations and strategy-level risk analytics

Key Advantages
  • 50+ broker integrations
  • Enhanced privacy - anonymous signup
  • Multi-asset class support
  • Strategy-level analytics
  • Collaborative features

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All information is for educational use only and is not investment advice. There is a substantial risk of loss in trading commodity futures, stocks, options and foreign exchange products. Past performance is not indicative of future results.
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