For investors who have a variety of accounts spread across multiple financial institutions, Utluna makes syncing these accounts a breeze. Syncing accounts from different financial institutions takes less than five minutes. If you’re not sure whether Utluna is right for you, sign up for a free 30-day trial or play around with a demo account. Utluna is compatible with any security and asset class.
Portfolio visualization
The Utluna web application enables active investors to track their overall positions, understand performance risks, and mitigate behavioral biases. The system connects to brokerage accounts and manages non-bankable assets. The system provides analytics on performance risks, cash flows, and other factors. You can get information on asset classes, portfolios, and even currencies. You can share your data with trusted advisors and see what they think.
As an account holder, you can easily customize your Utluna portfolio with the help of a drag-and-drop interface. You can also define investment strategies, organize research, and write post-mortems for your trades. Utluna also offers a multimedia trading journal and social features for interaction with your fellow users. You can sign up for an account without using a credit card, which is a good thing for people who don’t want to commit to a long-term investment strategy.
The Portfolio Visualizer is great for tinkering with your portfolio, but you should have a basic investing strategy in mind before starting to use the platform. While the free plan is robust and offers a range of tools, the user interface is a little overwhelming for novice investors. If you’re serious about investing, though, you’ll enjoy the extensive features of this platform. You should also be prepared to invest a significant amount of time in learning the basics of portfolio analysis.
Multimedia trader journal
The multimedia trader journal by Utluna is an excellent tool to mitigate behavioral biases and keep track of cash flows. It features sophisticated risk analysis tools and helps users define and document portfolio-specific investment strategies. It also helps users avoid cognitive overreactions by providing documentation of trades, so they can avoid making the wrong decisions. A multimedia trader journal also allows users to get feedback from trusted advisors who can give them valuable insights.
Social features
If you’re looking for a platform with extensive social features, Utluna is the right choice. It provides real-time portfolio monitoring and advanced performance and risk analysis to help investors make smarter investment decisions. It also includes an interactive experience with advisors and mentors and integrates with over 70 financial institutions. This platform offers a unique combination of a multi-platform multimedia trader journal, social features, and behavioral bias mitigation.