The decision engine for getting films made.

The decision engine for getting films made.

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 Note - your AI investment advisor

Meet Note - your AI investment advisor

Most film data tells you what happened…

We tell you what works.

Bank-level security

AES-256 encryption

Read-only access

Never executes trades

You stay in control

All decisions yours

AI-powered analysis

24/7 monitoring

0B+

0B+

in historical box office analyzed

0K+

0K+

titles modeled across 20+ years

0+

0+

streaming platforms integrated

0K+

0K+

professionals tracked

Most film data tells you what happened…

We tell you what works.

Bank-level security

AES-256 encryption

Read-only access

Never executes trades

You stay in control

All decisions yours

AI-powered analysis

24/7 monitoring

0B+

0B+

in historical box office analyzed

0K+

0K+

titles modeled across 20+ years

0+

0+

streaming platforms integrated

0K+

0K+

professionals tracked

Most film data tells you what happened…

We tell you what works.

Bank-level security

AES-256 encryption

Read-only access

Never executes trades

You stay in control

All decisions yours

AI-powered analysis

24/7 monitoring

0B+

0B+

in historical box office analyzed

0K+

0K+

titles modeled across 20+ years

0+

0+

streaming platforms integrated

0K+

0K+

professionals tracked

taking the guesswork out of packaging and release strategies.

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

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.

Simple process, powerful results

01

Predictive analytics

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

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.

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

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

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

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?

Join 10000+ investors

Connect your portfolio and unlock AI-powered insights in minutes. No credit card required.