AmiBroker vs Orion Advisor Tech comparison

AmiBroker focuses on Data Visualizations, Screeners, and Backtesting while Orion Advisor Tech specializes in Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting. They overlap in 4 categories, so choose based on your preferred workflow and pricing.

Both platforms require a paid subscription to access their full feature set. Compare the pricing details above to find the best value for your needs.

Orion Advisor Tech has a mobile app so you can check your research on the go. AmiBroker is web-only, so you'll need a browser to access it from mobile devices.

Orion Advisor Tech provides API access for programmatic data retrieval and custom integrations. AmiBroker doesn't currently offer an API, so you'll need to use their web interface.

Choose AmiBroker if you need Portfolio-level backtesting with realistic account constraints and position sizing; customizable reports/metrics (equity/drawdown charts, custom backtest procedure)., and Optimization & validation workflows: portfolio-level optimization, walk-forward testing, and Monte Carlo simulation/robustness testing.. Go with Orion Advisor Tech if Most-in-one advisor tech platform for RIAs that unifies portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, client portal, and advisor portal under Orion Advisor Solutions., and Portfolio accounting engine positioned as the #1 portfolio accounting solution by market share among advisors, with integrated billing, configurable client reporting, trading, professional services, cloud data warehousing, and data services. better fits how you invest.

Both cover Stocks, and Mutual Funds. AmiBroker also includes Futures, and Currencies. Orion Advisor Tech adds coverage for ETFs, Closed-End Funds, Bonds, Options, Funds, and Other.

Both platforms let you export data to spreadsheets (). This is useful for custom analysis or record-keeping.

Both platforms offer broker integrations, so you can sync your portfolio for seamless tracking and analysis.

AmiBroker is built with active traders in mind, offering features like real-time data and technical analysis. Orion Advisor Tech is better suited for buy-and-hold investors focused on fundamentals.

AmiBroker includes a stock screener for finding investment ideas. Orion Advisor Tech focuses on other analytical tools.

Orion Advisor Tech offers portfolio tracking features. AmiBroker is more focused on research and analysis.