OHANACAPITAL

Wealth management technology for markets, portfolios, risk, reporting, and financial operations.

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UID CHE-114.729.131 · Strehlgasse 27, 8001 Zürich

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OHANACAPITAL
HomeAccount types

Explore the platform

Understand how Ohana Capital trading, portfolio, funding, products, reporting, and security work before opening an account.

Platform guides

6

Reviewed information pages

Topics

6

Grouped by customer journey

Writing standard

Plain language

Linked to current product and legal pages

Platform guides

Review a product area before entering the authenticated workspace.

01
Trading

Markets and Trading Workspace

How market discovery, charts, quotes, order entry, positions, and risk controls fit together.

6 minRead guide
02
Portfolio

Portfolio and Performance Reporting

Understand holdings, account equity, composition, performance history, and downloadable records.

5 minRead guide
03
Money

Funding and Withdrawals

How funding requests, account states, balances, and withdrawal controls are coordinated.

6 minRead guide
04
Earn

Staking and Fixed-Term Savings

How settled account balance funds eligible staking positions and fixed-term EUR savings.

7 minRead guide
05
Security

Identity, Security, and Sessions

How verification, MFA, security events, password controls, and session revocation protect an account.

6 minRead guide
06
Reporting

Fees and Account Records

Where configured fees appear and how statements, ledger events, and exports differ.

5 minRead guide

Ready to explore the platform?

Explore the connected account capabilities or speak with our team.

Account typesContact our team