Every monthly plan offers access to a specific set of features as per below. Custom plans are available on demand.
LITE
Free
20 transaction credits
1 portfolio
1 account linked to a financial institution
Portfolio composition analytics
Basic performance & risk analytics
Mutlimedia trader journal
REGULAR
$29 /month
500 transaction credits
5 portfolios
5 accounts linked to financial institutions
Portfolio composition analytics
Advanced performance & risk analytics
Mutlimedia trader journal
Custom asset categorization
PRO
$95 /month
2000 transaction credits
20 portfolios
20 accounts linked to financial institutions
Portfolio composition analytics
Advanced performance & risk analytics
Mutlimedia trader journal
Custom asset categorization
Custom price source management
Training session
One transaction credit is necessary for every investment transaction to be included in the analytics performed by Utluna. In case the number of investment transactions in an account, i.e. executed buy/sell order, exceeds the number of transaction credits included in the chosen plan, additional transaction credits can be purchased for a one-off fee.