Utluna's basic features are available for free. To gain access to advanced features, join a paying subscription plan. And should your portfolio hold more than 100 transactions, buy additional transaction credits.
Join our 7-day free trial with unlimited access. No need to schedule a demo! No need to talk to us. Setup time -including the sync of your accounts held at different financial institutions- can be as quick as 5 minutes. Sign-up anonymously. No credit card requested.
Every subscription plan offers access to a specific set of features as per below. Basic features remain available for free. 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
ACTIVE
$25 /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
* Prices in US dollar when paid annually
In order for your investment transactions to be included in the analytics performed by Utluna, your account must hold sufficient transaction credits. 100 transaction credits per portfolio are offered to every user. Additional transaction credits can be purchased for a one-off fee as per below.