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Description
Ormax AI serves as a comprehensive AI-driven platform tailored for private wealth management, encompassing every account along with nine distinct asset categories, various currencies, and a transparent time-weighted return. It seamlessly integrates brokerage accounts through Plaid, crypto wallets and exchanges, as well as bank and broker statements—utilizing AI to import data from PDF, Excel, and CSV formats—while also capturing manually held assets into a unified portfolio that spans different entities, currencies, and asset classes. The platform offers detailed reporting on time-weighted and money-weighted returns, benchmark comparisons, asset allocation, concentration, cash flow, and associated fees. It also accommodates complex multi-entity structures such as trusts, LLCs, and multiple portfolios. Ormax AI stands out as an alternative to platforms like Kubera, Sharesight, Capitally, Exirio, and getquin, specifically catering to investors who prioritize performance metrics over mere net worth assessments. Developed by a CFA charterholder and former hedge-fund CIO, Ormax delivers robust portfolio tracking and analytics while refraining from providing personalized investment recommendations. Its innovative approach represents a significant advancement in wealth management technology.
Description
Tuleep.trade is an advanced trading terminal crafted to equip traders with a distinct advantage in the dynamic sphere of cryptocurrency trading. By incorporating the TreeNews service, the platform delivers real-time news updates, empowering users to maintain a competitive edge with instant access to critical market information. Each news item is carefully analyzed to extract relevant tickers, enabling traders to conveniently execute buy or sell orders directly from the news feed. Additionally, tuleep.trade boasts an innovative auto-sizing feature known as "scale by risk," which automates the calculation of trade sizes based on individual stop loss and risk percentage, thereby facilitating effective risk management tailored to the user’s specific account preferences. Moreover, the platform allows for multiple Time-Weighted Average Price (TWAP) orders to be executed simultaneously across various tickers, significantly boosting trading efficiency. This capability ensures that traders can optimize their strategies without missing out on market opportunities.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Binance
Bitget
BloFin
Bybit
Gate.io
OKX
Phemex
Pricing Details
$25/month
Free Trial
Free Version
Pricing Details
Free
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Ormax AI
Founded
2025
Country
United States
Website
ormax.ai
Vendor Details
Company Name
tuleep.trade
Website
tuleep.trade/