Ormax is an AI-powered portfolio tracking and wealth management platform. It connects to your brokerage accounts via Plaid, imports bank and broker statements using AI parsing (PDF, Excel, CSV), syncs crypto wallets through blockchain nodes, and supports manual entry. All your assets and liabilities appear in one dashboard with real-time net worth, asset allocation charts, performance analytics, and AI-generated insights. Ormax is a portfolio assistant that provides data-driven analytics - not investment recommendations.
Frequently Asked Questions
Stocks, ETFs, bonds, mutual funds, crypto (via wallet addresses), real estate, private equity, vehicles, and other alternative assets. On the liabilities side: mortgages, credit cards, loans, and other debts. This gives you a complete net worth picture — not just investments. Multi-currency support with automatic FX conversion is included in all plans.
Yes. The Basic plan includes a single portfolio. The Pro plan ($250/mo) offers not only unlimited portfolios, but full ownership structure and legal entity management - personal accounts, trusts, LLCs, and other legal structures. You can maintain separate dashboards for each entity and view a consolidated net worth across all of them. Multi-user access lets family members, accountants, or advisors view specific portfolios with granular permission controls.
Four ways. First, connect brokerage and bank accounts securely through Plaid (thousands of US institutions). Second, upload broker or bank statements in PDF, Excel, or CSV - Ormax's AI extracts holdings, transactions, and balances automatically. Third, add crypto wallets by entering your public address; Ormax reads balances directly from the blockchain. Fourth, enter any asset or liability manually.
Basic includes portfolio tracking without AI features. Pro adds AI Insight Cards on every dashboard - surfacing observations about allocation, concentration risk, income projections, and performance trends. Pro also includes a portfolio assistant chat for natural-language questions about your holdings. Enhanced ($500/mo or $4,800/yr, coming Q4 2026) will add personalized AI investment advice: portfolio recommendations, rebalancing suggestions, tax optimization, and goal-based financial planning.
Ormax uses Time-Weighted Return (TWR), the institutional standard. TWR isolates investment performance from cash flows, giving you an accurate picture regardless of deposits or withdrawals. You can compare returns against benchmarks like the S&P 500 and view performance by account, asset class, or entire portfolio.
Ormax uses AES-256 encryption at rest and TLS 1.3 in transit. Account connections go through Plaid - Ormax never sees your banking credentials. AI processing uses Anthropic's Claude API with Zero Data Retention: your financial data is never stored by the AI provider or used for training. Ormax does not sell user data. Revenue comes exclusively from subscriptions.
Basic ($25/mo or $240/yr) - a single portfolio, performance analytics (TWR), asset allocation, statement upload, multi-currency support, and export to PDF/CSV/Excel. Pro ($250/mo or $2,400/yr) - everything in Basic plus unlimited portfolios and accounts, AI Insight Cards, portfolio assistant chat, risk analytics (Sharpe, Sortino, Beta), cash flow forecasting, scenarios, tax center, ownership structure and legal entity management (trusts, LLCs), and multi-user access. Enhanced ($500/mo or $4,800/yr, coming Q4 2026) - everything in Pro plus personalized AI investment advice, rebalancing suggestions, tax optimization, and goal-based planning. All plans include a 14-day free trial. Annual billing saves 20%.
Enhanced is Ormax's upcoming AI wealth management tier at $500/mo or $4,800/yr. It will provide personalized investment recommendations, AI-driven rebalancing suggestions, tax-loss harvesting optimization, and goal-based financial planning. These features require SEC RIA registration, which is expected by Q4 2026. You can join the waitlist on our pricing page to be notified at launch. Until registration is complete, Ormax does not provide personalized investment advice or recommendations - current Basic and Pro plans provide portfolio analytics and insights only.
Most portfolio trackers focus on basic net worth tracking or target mass-market investors. Ormax is designed for high-net-worth individuals and families who need more: not just multiple portfolios, but full ownership structure and legal entity management for trusts, LLCs, and other structures. Combined with AI-powered portfolio insights, institutional-grade performance analytics, automated AI statement parsing, multi-currency support, and a clear path to full AI wealth management - Ormax delivers professional-grade tools without traditional wealth manager fees.