Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Binance
No
Bitget
No
BloFin
No
Bybit
No
Gate.io
No
OKX
No
Phemex
No
Integrations
Binance
Yes
Bitget
Yes
BloFin
Yes
Bybit
Yes
Gate.io
Yes
OKX
Yes
Phemex
Yes
Pricing Details
$25/month
Free Trial
Yes
Free Version
No
Pricing Details
Free
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Ormax AI
Founded
2025
Country
United States
Website
ormax.ai
Vendor Details
Company Name
tuleep.trade
Website
tuleep.trade/