Features
Integrations
Pricing
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Pricing
30-day all access free trial. No credit card required.
Yearly
Monthly
Lite
$0
/month
Lite includes
250 transactions
1 account linked
Collaborative access
Multimedia investment notes
Get Started
30-day all access free trial.
No credit card required.
Active
$25
/month
Everything Lite and
2,500 transactions
5 accounts linked
Strategy analytics
Advanced analytics
Get Started
30-day all access free trial.
No credit card required.
Pro
$125
/month
Everything Active and
25,000 transactions
50 accounts linked
Custom report generation
Custom price feeds
Get Started
30-day all access free trial.
No credit card required.
Lite
$0
/month
Lite includes
250 transactions
1 account linked
Collaborative access
Multimedia investment notes
Get Started
30-day all access free trial.
No credit card required.
Active
$30
/month
Everything Lite and
2,500 transactions
5 accounts linked
Strategy analytics
Advanced analytics
Get Started
30-day all access free trial.
No credit card required.
Pro
$150
/month
Everything Active and
25,000 transactions
50 accounts linked
Custom report generation
Custom price feeds
Get Started
30-day all access free trial.
No credit card required.
For Custom Plans contact
support@utluna.com
Plan Features
Overview
Lite
Active
Pro
Custom
Transactions per portfolio
250
2,500
25,000
TBD
Portfolios per account
1
5
50
TBD
Brokerage accounts linked
1
5
Unlimited
TBD
Multimedia investment notes
Collaborative access
Standard analytics
Advanced analytics
Strategy analytics
Custom report generation
Custom price feeds
White label platform
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