Free Trial
A 7-day free trial with unlimited access to all features and an uncapped number of transaction credit is offered to new users. No credit card requested.
Transaction Credits
In order for your investment transactions to be included in the analytics performed by Utluna, your account must hold sufficient transaction credits. A package of 100 free transaction credits is offered to every user. Additional transaction credits can be purchased for a one-off fee as per below.
Subscription Plans
Every monthly plan offers access to a specific set of features as per below. Custom plans are available on demand.
LITE
Free
1 portfolio
1 account linked to a financial institution
Portfolio composition analytics
Basic performance & risk analytics
Mutlimedia trader journal
REGULAR
$29 /month
5 portfolios
5 accounts linked to financial institutions
Portfolio composition analytics
Advanced performance & risk analytics
Mutlimedia trader journal
Custom asset categorization
Standard PDF reports
PRO
$95 /month
20 portfolios
20 accounts linked to financial institutions
Portfolio composition analytics
Advanced performance & risk analytics
Mutlimedia trader journal
Custom asset categorization
Custom PDF reports
Custom price source management
Training session