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What is Ormax AI?

Ormax AI is an all-encompassing, AI-driven platform specifically designed for private wealth management, offering a holistic view of every account alongside nine unique asset classes, a variety of currencies, and a clear time-weighted return. The platform efficiently connects brokerage accounts via Plaid, integrates cryptocurrency wallets and exchanges, and imports data from bank and broker statements while leveraging AI to process information from PDF, Excel, and CSV formats; it also consolidates manually held assets into one comprehensive portfolio that includes various entities, currencies, and asset categories. Users benefit from in-depth reporting that covers time-weighted and money-weighted returns, benchmark comparisons, asset allocation, concentration, cash flow, and associated fees. Additionally, it is equipped to handle sophisticated multi-entity structures, such as trusts, LLCs, and multiple portfolios. Ormax AI distinguishes itself from alternatives like Kubera, Sharesight, Capitally, Exirio, and getquin by focusing on performance metrics rather than simply evaluating net worth. Created by a CFA charterholder and a former hedge-fund CIO, Ormax provides powerful portfolio tracking and analytical capabilities without offering personalized investment advice. This innovative solution marks a notable evolution in the realm of wealth management technology, further enhancing the tools available for discerning investors.

What is Insilico Terminal?

Presenting a cutting-edge order, position, and execution management system, designed by professionals with deep expertise in trading and technology. This exceptional toolset is freely accessible to all users. Insilico Terminal distinguishes itself as a high-performance cryptocurrency trading platform, prioritizing both speed and user-friendliness, thanks to its developers' extensive knowledge of the industry. It seamlessly integrates a visual point-and-click interface with a command-line feature, as well as advanced order types, providing traders with a powerful and flexible trading environment. The platform supports a range of exchanges, such as Binance, Bybit, and Coinbase, allowing users to oversee all their accounts from a single, convenient location. Insilico Terminal offers advanced order types, including TWAP (Time-Weighted Average Price) and Limit Chase, typically reserved for institutional traders, enabling the implementation of complex trading strategies with remarkable simplicity. Additionally, the platform boasts an intuitive and customizable user interface, allowing traders to tailor their environment to suit their unique preferences and requirements, thereby significantly improving their overall trading experience. With its innovative features and user-centric design, Insilico Terminal is poised to redefine the trading landscape for both novice and experienced traders alike.

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Integrations Supported

Binance
Bitget
BloFin
Bybit
Coinbase
Hyperliquid
OKX
TradingView

Integrations Supported

Binance
Bitget
BloFin
Bybit
Coinbase
Hyperliquid
OKX
TradingView

API Availability

Has API

API Availability

Has API

Pricing Information

$25/month
Free Version
Free Trial Offered?

Pricing Information

Free
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Ormax AI

Date Founded

2025

Company Location

United States

Company Website

ormax.ai

Company Facts

Organization Name

Insilico Terminal

Date Founded

2021

Company Location

United States

Company Website

insilicoterminal.com

Categories and Features

Categories and Features

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