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About

The world's most modern portfolio tracker. Track all your assets in one place—traditional & crypto. Supports global banks, brokerages, stocks & currencies. Get your stocks in order. Connect your online brokerage accounts, or add individual stocks to track their value in real-time. Get latest balances from your crypto wallets and exchange accounts, or simply add the coins to track the value of your crypto portfolio in your native currency. Connects to over 20,000 banks worldwide. Kubera uses industry-leading account aggregation technology to give you reliable connectivity to thousands of online banks around the world. Track the value of your homes with real-time market data from Zillow (US only). Track the real-time value of your cars, trucks, and automobiles. Track the estimated market value of the web domain names you own. Kubera supports nearly every global currency. Add your Yens with your Euros to create a global dashboard and see their values in your local currency.

About

Ormax AI is an AI-native system of record for private wealth: every account, nine asset classes, multiple currencies, and an honest time-weighted return. It brings brokerage accounts (via Plaid), crypto wallets and exchanges, bank and broker statements (AI import of PDF, Excel and CSV) and manually held assets into one portfolio across entities, currencies and asset classes, and reports time-weighted and money-weighted return, benchmark comparison, allocation, concentration, cash flow and fees. Multi-entity structures (trusts, LLCs, several portfolios) are supported. Alternative to Kubera, Sharesight, Capitally, Exirio and getquin for investors who need performance, not just net worth. Built by a CFA charterholder and former hedge-fund CIO. Ormax provides portfolio tracking and analytics; it does not provide personalized investment advice.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Individuals or organizations that need a portfolio tracker to manage traditional and crypto assets

Audience

Self-directed private investors, HNW individuals and family offices holding assets across several brokers, banks and crypto

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$12 per month
Free Version Not Supported
Free Trial Supported

Pricing

$25/month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Kubera
www.kubera.com

Company Information

Ormax AI
Founded: 2025
United States
ormax.ai

Alternatives

Alternatives

Vestiio

Vestiio

Vestiio GmbH

Categories

Categories

Wealth Management Supported

Integrations

AWS Marketplace Supported
AliExpress Supported
BitGo Supported
Bitfinex Supported
DataCandy Supported
Gate.io Supported
Gemini Supported
HitBTC Supported
KuCoin Supported
Ledger Supported
Liquid Supported
MetaMask Supported
MyEtherWallet (MEW) Supported
Nifty Supported
Poloniex Supported
Trezor Supported
Wise Supported

Integrations

AWS Marketplace Not Supported
AliExpress Not Supported
BitGo Not Supported
Bitfinex Not Supported
DataCandy Not Supported
Gate.io Not Supported
Gemini Not Supported
HitBTC Not Supported
KuCoin Not Supported
Ledger Not Supported
Liquid Not Supported
MetaMask Not Supported
MyEtherWallet (MEW) Not Supported
Nifty Not Supported
Poloniex Not Supported
Trezor Not Supported
Wise Not Supported
Claim Kubera and update features and information
Claim Kubera and update features and information
Claim Ormax AI and update features and information
Claim Ormax AI and update features and information