Transparent Plans
INDIVIDUAL INVESTORS
FINANCIAL ADVISORS
For getting your research out of scattered apps.
INDIVIDUAL Professional
$16 / month, billed annually
✓ Everything in free
✓ Unlimited theses & conviction scores
✓ Unlimited read-only connections
✓ Outcome matching & review cycles
✓ Financial, pattern insights & drift nudges
✓ AI-powered decision analysis
Full loop: conviction → decision → review.
For professionals managing a book of clients.
Fair to ask questions.
Is this a trading platform?
No. We built it for long-term investors and advisors focused on thoughtful decisions, research, and organization - not day trading or speculation. It holds no trading permissions of any kind with your brokerage platform. It is a system of record and insight, not an execution platform.
How does the brokerage integration work?
Add manual trade without any connection with your account or Connect your accounts through secure, read-only integrations via Plaid on a Paid plan. Import transactions via CSV or a broker connection, then backfill the reasoning at your own pace - even a one-line “why” makes history useful. Platform keeps holdings and activity in sync so your workspace always reflects reality.
What does the AI actually do?
It surfaces concentration, portfolio drift, and open research questions, and helps you revisit your original rationale. It can find patterns: which thesis play out, where emotion creeps in. However, you always make the final call.
Is my financial data secure?
Yes. Data is encrypted in transit and at rest on a secure cloud platform, and integrations are read-only by default.
Is it for individuals or advisors?
Both. Individual investors use it to maintain personal discipline and pro plan for active signals, while wealth advisors leverage the Pro plan to generate structured thesis reports for clients.
Can advisory teams use the platform?
Yes. The Advisor tier adds separate client workspaces, a consolidated multi-client view, and client-ready reports that show reasoning alongside results.
Can I export my decision data?
Always. You can export your entire decision ledger, including historical notes, in structured text or PDF formats.
Is this investment advice?
No. Oranro measures your reasoning; it never recommends a security.