STAY ON TOP OF YOUR PORTFOLIO
Utluna delivers valuable insights into your portfolio and performance and helps you mitigate behavioural biases. Join anonymously and sync your accounts held at different financial institutions in less than 5 minutes.
Too good to be true? Play around with our demo account (view only, no setup required) or sign up for a free 30-day trial (no email, no credit card required).
Too good to be true? Play around with our demo account (view only, no setup required) or sign up for a free 30-day trial (no email, no credit card required).
Seamless integration with 70+ financial institutions
Portfolio tracking & aggregation
Effortlessly monitor all your financial assets, independently of where they are held and how (il)liquid they are.
- Any asset class, incl. equity, debt, currencies, commodities, real assets, digital assets, collectibles, etc.
- Any security type, incl. direct holdings, funds, derivatives, CFDs, etc.
- Any currency, G10 and beyond
- Listed and non-listed, bankable and non-bankable assets
Portfolio visualizations & analytics
Understand what drives your portfolio thanks to intuitive composition, performance and risk visualizations.
Slice and dice your analysis according to your own view of the world thanks to customizable tags.
Get as granular as you wish. Analytics at the portfolio, asset-class, currency, strategy or position level are all available within one click.
Select your preferred price source for the valuation of different asset classes.
Slice and dice your analysis according to your own view of the world thanks to customizable tags.
Get as granular as you wish. Analytics at the portfolio, asset-class, currency, strategy or position level are all available within one click.
Select your preferred price source for the valuation of different asset classes.
Mitigate your behavioral biases
Keep all your research well organized and at your fingertips, write up investment pre- and post-mortems, avoid cognitive dissonance and foster rational, goal-compliant investment decisions thanks to Utluna's multimedia investment notes and social features.
Enhanced privacy
No personal information required. None! All we need is your transaction history.
Sign up anonymously
We do NOT require your name, email, nor any personal information. We provide you with a private login key which will be our only way to identify you.
Pay anonymously
Your credit card details and personal information will stay with our world-leading payment processor. Utluna will be provided with a payment confirmation token which will then be associated to your private login key.
Link your brokerage accounts anonymously
Your account credentials and personal information will stay with your financial institution. Utluna will be provided with your transaction history and an identification token which will be associated to your private login key.
Start a free trial
Free access to all features for 30 days. No credit card required.