Investment decisions guided by intelligence
Investment decisions guided by intelligence
Connect your portfolio and unlock AI-powered analysis. Get real-time insights, risk assessments, and strategic guidance tailored to your financial goals.
Connect your portfolio and unlock AI-powered analysis. Get real-time insights, risk assessments, and strategic guidance tailored to your financial goals.
Meet Orion - your AI investment advisor
Meet Orion - your AI investment advisor
Trusted by thousands of investors worldwide
$0B+
$0B+
Portfolio value analyzed
0K+
0K+
Insights delivered
0K+
0K+
Active investors
0%
0%
User satifaction
Bank-level security
AES-256 encryption
Bank-level security
AES-256 encryption
Bank-level security
AES-256 encryption
Read-only access
Never executes trades
Read-only access
Never executes trades
Read-only access
Never executes trades
You stay in control
All decisions yours
You stay in control
All decisions yours
You stay in control
All decisions yours
AI-powered analysis
24/7 monitoring
AI-powered analysis
24/7 monitoring
AI-powered analysis
24/7 monitoring
Everything you need to invest with confidence
optimus
Real-time portfolio insights
Instant analysis of allocation, risk exposure, and rebalancing opportunities.
optimus
Real-time portfolio insights
Instant analysis of allocation, risk exposure, and rebalancing opportunities.
optimus
Real-time portfolio insights
Instant analysis of allocation, risk exposure, and rebalancing opportunities.
optimus
Ask Orion anything
Research any stock, ETF, or strategy with data-driven answers in seconds.
optimus
Ask Orion anything
Research any stock, ETF, or strategy with data-driven answers in seconds.
optimus
Ask Orion anything
Research any stock, ETF, or strategy with data-driven answers in seconds.
optimus
Personalized notifications
Timely alerts about portfolio changes and market opportunities that matter.
optimus
Personalized notifications
Timely alerts about portfolio changes and market opportunities that matter.
optimus
Personalized notifications
Timely alerts about portfolio changes and market opportunities that matter.
optimus
Understand your exposure
Quantify portfolio risk and see how market volatility could impact your holdings.
optimus
Understand your exposure
Quantify portfolio risk and see how market volatility could impact your holdings.
optimus
Understand your exposure
Quantify portfolio risk and see how market volatility could impact your holdings.
01
Connect your accounts
Link your brokerage accounts using secure, read-only access. We integrate with 300+ financial institutions through bank-level encryption.
02
AI analyzes instantly
Orion evaluates your portfolio in seconds—assessing allocation, risk exposure, sector concentration, and identifying optimization opportunities.
03
Receive personalized insights
Get clear, actionable recommendations tailored to your goals. Ask Orion questions anytime and receive data-driven answers in plain language.
04
Make informed decisions
Execute trades through your broker when you're ready. Track progress and refine your strategy over time—you stay in full control.
Perfect for every type of investor
Planning for retirement
Model different scenarios, optimize withdrawal strategies, and ensure your portfolio aligns with your retirement timeline and risk tolerance.
Rebalancing your portfolio
Identify allocation drift, receive rebalancing recommendations, and maintain your target asset mix without emotional bias or guesswork.
Optimizing for taxes
Discover tax-loss harvesting opportunities, manage capital gains efficiently, and maximize after-tax returns with intelligent timing strategies.
Managing portfolio risk
Quantify your exposure with advanced metrics, stress-test against market scenarios, and understand how volatility impacts your holdings.
Planning for retirement
Model different scenarios, optimize withdrawal strategies, and ensure your portfolio aligns with your retirement timeline and risk tolerance.
Rebalancing your portfolio
Identify allocation drift, receive rebalancing recommendations, and maintain your target asset mix without emotional bias or guesswork.
Optimizing for taxes
Discover tax-loss harvesting opportunities, manage capital gains efficiently, and maximize after-tax returns with intelligent timing strategies.
Managing portfolio risk
Quantify your exposure with advanced metrics, stress-test against market scenarios, and understand how volatility impacts your holdings.
Planning for retirement
Model different scenarios, optimize withdrawal strategies, and ensure your portfolio aligns with your retirement timeline and risk tolerance.
Rebalancing your portfolio
Identify allocation drift, receive rebalancing recommendations, and maintain your target asset mix without emotional bias or guesswork.
Optimizing for taxes
Discover tax-loss harvesting opportunities, manage capital gains efficiently, and maximize after-tax returns with intelligent timing strategies.
Managing portfolio risk
Quantify your exposure with advanced metrics, stress-test against market scenarios, and understand how volatility impacts your holdings.
Planning for retirement
Model different scenarios, optimize withdrawal strategies, and ensure your portfolio aligns with your retirement timeline and risk tolerance.
Rebalancing your portfolio
Identify allocation drift, receive rebalancing recommendations, and maintain your target asset mix without emotional bias or guesswork.
Optimizing for taxes
Discover tax-loss harvesting opportunities, manage capital gains efficiently, and maximize after-tax returns with intelligent timing strategies.
Managing portfolio risk
Quantify your exposure with advanced metrics, stress-test against market scenarios, and understand how volatility impacts your holdings.
Planning for retirement
Rebalancing your portfolio
Optimizing for taxes
Managing portfolio risk
Planning for retirement
Model different scenarios, optimize withdrawal strategies, and ensure your portfolio aligns with your retirement timeline and risk tolerance.
Planning for retirement
Rebalancing your portfolio
Optimizing for taxes
Managing portfolio risk
Planning for retirement
Model different scenarios, optimize withdrawal strategies, and ensure your portfolio aligns with your retirement timeline and risk tolerance.
Invest smarter, not harder
Save hours of research
AI analyzes markets instantly so you don't have to.
Save hours of research
AI analyzes markets instantly so you don't have to.
Save hours of research
AI analyzes markets instantly so you don't have to.
Optimize performance
Identify opportunities and improve returns through smarter allocation.
Optimize performance
Identify opportunities and improve returns through smarter allocation.
Optimize performance
Identify opportunities and improve returns through smarter allocation.
Stay ahead of markets
24/7 monitoring alerts you to critical changes in real-time.
Stay ahead of markets
24/7 monitoring alerts you to critical changes in real-time.
Stay ahead of markets
24/7 monitoring alerts you to critical changes in real-time.
Make confident decisions
Data-driven insights eliminate guesswork and emotional bias.
Make confident decisions
Data-driven insights eliminate guesswork and emotional bias.
Make confident decisions
Data-driven insights eliminate guesswork and emotional bias.
Reduce costly mistakes
Catch risks and vulnerabilities before they impact your portfolio.
Reduce costly mistakes
Catch risks and vulnerabilities before they impact your portfolio.
Reduce costly mistakes
Catch risks and vulnerabilities before they impact your portfolio.
Learn as you invest
Understand the reasoning behind every recommendation you receive.
Learn as you invest
Understand the reasoning behind every recommendation you receive.
Learn as you invest
Understand the reasoning behind every recommendation you receive.
Plans that scale with your portfolio
Monthly
Yearly
20% OFF
Free
€0
/month
Perfect for new investors learning the basics and exploring AI-powered insights.
Included
Connect 1 brokerage account
Portfolio value up to $50k
10 AI research queries/month
Basic allocation analysis
Weekly market summary email
Educational content access
Pro
Popular
€29
€29
/month
For active investors building wealth with confidence through AI guidance.
Everything in Free, plus:
Connect unlimited accounts
Unlimited portfolio value
Unlimited AI research queries
Advanced risk metrics
Real-time smart alerts
Tax-loss harvesting insights
Priority email support
Business
€99
€99
/month
Premium tools and expert guidance for serious investors.
Everything in Pro, plus:
Quarterly video calls with CFA advisors
Custom portfolio modeling
Options strategy analysis
Alternative investment research
API access for developers
Phone support
Early access to new features
Monthly
Yearly
20% OFF
Free
€0
/month
Perfect for new investors learning the basics and exploring AI-powered insights.
Included
Connect 1 brokerage account
Portfolio value up to $50k
10 AI research queries/month
Basic allocation analysis
Weekly market summary email
Educational content access
Pro
Popular
€29
€29
/month
For active investors building wealth with confidence through AI guidance.
Everything in Free, plus:
Connect unlimited accounts
Unlimited portfolio value
Unlimited AI research queries
Advanced risk metrics
Real-time smart alerts
Tax-loss harvesting insights
Priority email support
Business
€99
€99
/month
Premium tools and expert guidance for serious investors.
Everything in Pro, plus:
Quarterly video calls with CFA advisors
Custom portfolio modeling
Options strategy analysis
Alternative investment research
API access for developers
Phone support
Early access to new features
Monthly
Yearly
20% OFF
Free
€0
/month
Perfect for new investors learning the basics and exploring AI-powered insights.
Included
Connect 1 brokerage account
Portfolio value up to $50k
10 AI research queries/month
Basic allocation analysis
Weekly market summary email
Educational content access
Pro
Popular
€29
€29
/month
For active investors building wealth with confidence through AI guidance.
Everything in Free, plus:
Connect unlimited accounts
Unlimited portfolio value
Unlimited AI research queries
Advanced risk metrics
Real-time smart alerts
Tax-loss harvesting insights
Priority email support
Business
€99
€99
/month
Premium tools and expert guidance for serious investors.
Everything in Pro, plus:
Quarterly video calls with CFA advisors
Custom portfolio modeling
Options strategy analysis
Alternative investment research
API access for developers
Phone support
Early access to new features
Common questions answered
What is Optimus?
How does Optimus access my accounts?
Is my data secure?
Can Optimus execute trades for me?
What brokerages do you support?
Who is Orion?
What is Optimus?
How does Optimus access my accounts?
Is my data secure?
Can Optimus execute trades for me?
What brokerages do you support?
Who is Orion?
What is Optimus?
How does Optimus access my accounts?
Is my data secure?
Can Optimus execute trades for me?
What brokerages do you support?
Who is Orion?
Optimus helped me rebalance my portfolio in ways I never would have discovered on my own. The AI spotted inefficiencies I'd been missing for years.
Marcus Rodriguez, Product Manager at Coinbase
Optimus helped me rebalance my portfolio in ways I never would have discovered on my own. The AI spotted inefficiencies I'd been missing for years.
Marcus Rodriguez, Product Manager at Coinbase
Optimus helped me rebalance my portfolio in ways I never would have discovered on my own. The AI spotted inefficiencies I'd been missing for years.
Marcus Rodriguez, Product Manager at Coinbase
Join 10000+ investors
Connect your portfolio and unlock AI-powered insights in minutes. No credit card required.