About OmaX AI
Financial intelligence you can host yourself
OmaX AI is a self-hosted financial analysis assistant built for investment professionals, accountants, and finance teams who need grounded answers — not generic chat responses.
Unlike a plain LLM wrapper, OmaX routes each question to specialized tools: live SEC and market data, valuation models, statistical forecasts, document ingestion with OCR, and Excel import/export. Every number can be traced back to a filing, a data feed, or your uploaded workbook.
Grounded analysis
50+ financial tools produce structured output with sources. Ratios, DCF models, and forecasts run on real data — not model guesses.
Your data, your stack
Deploy on your own infrastructure with PostgreSQL, optional authentication, and configurable API keys. Uploads and session data stay under your control.
Upload → analyze → export
Drop in Excel, PDF, or Word files. OmaX parses statements, detects errors, forecasts from your actuals, and exports updated workbooks.
Built for finance workflows
Company context per session, chat history, prompt templates, SKU-level product forecasts, and feasibility studies with NPV/IRR.
How it works
When you ask a question, OmaX classifies your intent and selects the right tools automatically. Enter a ticker for public company analysis, upload financials for private data, or ask conceptual questions without any symbol at all.
Responses stream in real time. Tool calls, sources, and export links appear inline so you can verify every step.
Get started
Open chat to try OmaX anonymously, or create an account to sync sessions and persist company uploads across devices. See the full feature catalog for every supported tool.