Vestiio

Vestiio

Vestiio GmbH
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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

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

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

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

No images available

Pricing

$25/month
Free Version
Free Trial

Pricing

$19/month
Free Version
Free Trial

Reviews/Ratings

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

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Ormax AI
Founded: 2025
United States
ormax.ai

Company Information

Vestiio GmbH
Founded: 2026
Switzerland
vestiio.com/en

Alternatives

Alternatives

No Alternatives

Categories

Categories

Integrations

No info available.

Integrations

No info available.
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