Everything you need to invest with confidence
Simple process, powerful results
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
Invest smarter, not harder
Save hours of research
AI analyzes markets instantly so you don't have to.
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.
Make confident decisions
Data-driven insights eliminate guesswork and emotional bias.
Reduce costly mistakes
Catch risks and vulnerabilities before they impact your portfolio.
Learn as you invest
Understand the reasoning behind every recommendation you receive.
See how investors use Optimus daily
Plans that scale with your portfolio
Your questions, clearly 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?
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