Ormax AI icon
Ormax AI icon

Ormax AI

AI wealth platform combining brokerage, crypto, real estate, private equity, vehicles, loans and liabilities in one multi-currency portfolio, with PDF, Excel and CSV imports, multi-entity support, time-weighted and money-weighted returns, allocation, risk and benchmark analysis.

Ormax AI screenshot 1

Cost / License

  • Subscription
  • Proprietary

Application type

Platforms

  • Online
  • Software as a Service (SaaS)
Ormax AI screenshot 1
Ormax AI alternatives  
0likes
13alternatives
0articles

Features

Properties

  1.  AI-Powered

Features

  1.  Import CSV Data
  2.  Support for multiple currencies
  3. Microsoft Excel icon  Import From Excel
  4.  Import PDF
  5.  Tax reporting
  6.  Investment Tracking
  7.  Crypto Portfolio Tracker
  8.  Portfolio Management
  9.  Asset Management
  10.  Portfolio Tracking

 Tags

Ormax AI News & Activities

Highlights All activities

Recent activities

Ormax AI information

  • Developed by

    CY flagOrmax AI

  • Licensing

    Proprietary and Commercial product.

  • Pricing

    Subscription ranging between $25 and $500 per month.

  • Alternatives

    13 alternatives listed

  • Badge

    Get an embeddable badge for Ormax AI

  • Supported Languages

    • English
Ormax AI was added to AlternativeTo by Evgeny-Pundrovskiy on and this page was last updated . Ormax AI is sometimes referred to as Ormax. 
No comments or reviews, maybe you want to be first?

Official Links

What is Ormax AI?

Ormax AI is a financial management platform integrating brokerage accounts, crypto wallets, exchanges, bank statements, and manual assets. It supports various entities, currencies, and asset classes and provides detailed financial reports. It calculates a true time-weighted return across the portfolio and supports multiple entity structures. Developed by a CFA charterholder and a former hedge-fund CIO, it focuses on portfolio tracking and analytics. It operates as a web app with a basic plan starting at $25 per month.

Ormax AI uses AI technology to apply analytical frameworks used by top wealth management firms. It can handle a range of assets and liabilities, providing a comprehensive view of net worth. It enables account connection via API or statement uploads and automatically extracts positions and transactions.

Ormax AI prioritizes data privacy and security, using bank-grade encryption and adhering to a privacy-first architecture. It does not sell financial data and follows Zero Data Retention for AI processing. It complies with GDPR and CCPA regulations.