VestiioVestiio GmbH
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Related Products
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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.
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About
Vestiio is a portfolio tracker and AI analyst for private investors who hold stocks and ETFs across one or more brokers.
Connect US and Canadian brokers read-only through Plaid, or import a statement. Vestiio shows your time-weighted return against the benchmark you choose, your dividend income, and what your funds really own: the companies you hold twice, how much your ETFs overlap, and your true sector mix.
Ask the AI analyst about your own portfolio. It knows your holdings, notes and strategy and answers from live data. Pro adds Radar, news alerts about what you hold; Premium adds Scouts, questions you ask once that Vestiio checks every week.
Research tools include a stock screener with the V-Score, 13F filings from well-known fund managers, and market briefings. Share a portfolio privately or join a leaderboard.
Vestiio is read-only: it never trades or moves money. Data is hosted in Switzerland. Start with a Demo on sample data, no card needed. Plans from $19 a month.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Self-directed private investors, HNW individuals and family offices holding assets across several brokers, banks and crypto
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Audience
Private investors who hold stocks and ETFs across one or more brokers and want to see their true return, what their funds really own, and research on every stock they hold
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and VideosNo images available
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Pricing
$25/month
Free Version
Free Trial
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Pricing
$19/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationOrmax AI
Founded: 2025
United States
ormax.ai
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Company InformationVestiio GmbH
Founded: 2026
Switzerland
vestiio.com/en
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Alternatives |
AlternativesNo Alternatives
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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