Empowering active investors
Utluna delivers a sophisticated and customizable, yet hassle-free, portfolio monitoring web-app to help both professional and individual investors make better-informed investment decisions.

Utluna helps with the design and execution of investment strategies as well as the mitigation of cognitive biases

• Seamless integration with 70+ financial institutions

Comprehensive asset aggregation
Effortlessly gather an overview of ALL your financial assets, independently of where they are held or how (il)liquid they are. Utluna supports:

• Any asset class, incl. equity, debt, currencies, commodities, real assets, digital assets, collectibles, etc.
• Any security type, incl. direct holdings, funds, futures, options, CFDs, etc.
• Any asset currency, G10 and beyond, even BTC-denominated assets
• Listed and non-listed, bankable and non-bankable assets

Portfolio visualization & analytics
Understand what drives your portfolio thanks to intuitive composition, performance and risk charts.

Slice and dice your analysis according to your own view of the world thanks to customizable tags.

Get as granular as you wish: portfolio, asset-class, currency, tag or asset-level analysis are all available within one click.

Select your preferred price source for the valuation of different asset classes.

Mitigate your behavioral biases
Avoid cognitive dissonance and foster rational, goal-compliant investment decisions thanks to Utluna's multimedia trader journal and social features.