Pricing

30-day all access free trial. No credit card required.

Lite

$0
/month

Lite includes

  • 250 transactions*
  • 1 account linked
  • Collaborative access
  • Multimedia investment notes
Get Started
30-day all access free trial.
No credit card required.

Active

$25
/month

Everything Lite and

  • 2,500 transactions*
  • 5 accounts linked
  • Strategy analytics
  • Advanced analytics
Get Started
30-day all access free trial.
No credit card required.

Pro

$125
/month

Everything Active and

  • 25,000 transactions*
  • 50 accounts linked
  • Custom report generation
  • Custom price feeds
Get Started
30-day all access free trial.
No credit card required.

Lite

$0
/month
Lite includes
  • 250 transactions
  • 1 account linked
  • Collaborative access
  • Multimedia investment notes
Get Started
30-day all access free trial.
No credit card required.

Active

$30
/month
Everything Lite and
  • 2,500 transactions
  • 5 accounts linked
  • Strategy analytics
  • Advanced analytics
Get Started
30-day all access free trial.
No credit card required.

Pro

$150
/month
Everything Active and
  • 25,000 transactions
  • 50 accounts linked
  • Custom report generation
  • Custom price feeds
Get Started
30-day all access free trial.
No credit card required.
For Custom Plans contact
support@utluna.com

Plan Features

Overview
Lite
Active
Pro
Custom
Transactions per portfolio*
250
2,500
25,000
TBD
Portfolios per account
1
5
50
TBD
Brokerage accounts linked
1
5
Unlimited
TBD
Multimedia investment notes
Check
Check
Check
Check
Collaborative access
Check
Check
Check
Check
Standard analytics
Check
Check
Check
Check
Advanced analytics
Check
Check
Check
Strategy analytics
Check
Check
Check
Custom report generation
Check
Check
Custom price feeds
Check
Check
White label platform
Check
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* Number of transactions taken into account for the computation of analytics