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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.

About

Utluna delivers valuable insights into your portfolio and performance and helps you mitigate behavioral biases. Join anonymously and sync your accounts held at different financial institutions in less than 5 minutes. Too good to be true? Play around with our demo account (view only, no setup required) or sign up for a free 30-day trial (no email, no credit card required). Effortlessly monitor all your financial assets, independently of where they are held and how (il)liquid they are. Any asset class, incl. equity, debt, currencies, commodities, real assets, digital assets, collectibles, etc. Any security type, incl. direct holdings, funds, derivatives, CFDs, etc. Any currency, G10, and beyond. Listed and non-listed, bankable and non-bankable assets. Understand what drives your portfolio thanks to intuitive composition, performance, and risk visualizations. Slice and dice your analysis according to your own view of the world thanks to customizable tags.

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

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

Audience

Traders interested in a solution to get insights into their portfolio and performance

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$25/month
Free Version Not Supported
Free Trial Supported

Pricing

$25 per month
Free Version 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 Not Supported
In Person Not Supported

Training

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

Company Information

Ormax AI
Founded: 2025
United States
ormax.ai

Company Information

Utluna
United States
utluna.com

Alternatives

Vestiio

Vestiio

Vestiio GmbH

Alternatives

StockMaster

StockMaster

Supertech
Dion Portfolio Tracker

Dion Portfolio Tracker

Dion Global Solutions

Categories

Wealth Management Supported

Categories

Integrations

Bitstamp Not Supported
Alight Not Supported
Betterment Not Supported
Binance Not Supported
CITI Unify Not Supported
E*TRADE Not Supported
EquatePlus Not Supported
First Republic Not Supported
Firstrade Not Supported
HTX Not Supported
Kraken Not Supported
Merrill Edge Not Supported
Poloniex Not Supported
Robinhood Not Supported
Shareworks Not Supported
Stash Not Supported
TD Ameritrade Not Supported
Tangerine Not Supported
Vanguard Not Supported
Wealthfront Not Supported

Integrations

Bitstamp Supported
Alight Supported
Betterment Supported
Binance Supported
CITI Unify Supported
E*TRADE Supported
EquatePlus Supported
First Republic Supported
Firstrade Supported
HTX Supported
Kraken Supported
Merrill Edge Supported
Poloniex Supported
Robinhood Supported
Shareworks Supported
Stash Supported
TD Ameritrade Supported
Tangerine Supported
Vanguard Supported
Wealthfront Supported
Claim Ormax AI and update features and information
Claim Ormax AI and update features and information
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Claim Utluna and update features and information