Insightfolio records 7,213 monthly visits with +113.2% month-over-month growth and Freemium pricing. Origin records 377,484 monthly visits with -9.1% growth and Free Trial, Paid pricing.
Turn your brokerage holdings into a plain-language portfolio report
Meet your proactive AI financial advisor
| Dimension / Metric | | |
|---|---|---|
| Official Domain | insightfol.io | useorigin.com |
| Pricing Model | Freemium | Free Trial, Paid |
| Monthly Visits | 7.21K (7,213) | 377.48K (377,484) |
| MoM Traffic Delta | +3.83K (+113.2%) | -37.97K (-9.1%) |
| Primary Market & Share | 🇺🇸 United States (85.3%) | 🇺🇸 United States (94.5%) |
| Direct Visits / mo | 2.72K | 262.64K |
| User Rating | 4 | 4.4 |
| Supported Platforms | Website | Website |
Turn your brokerage holdings into a plain-language portfolio report
Analyses holdings across 12+ dimensions including asset class, sector, geography, market cap, concentration, costs and income, each with plain-language commentary.
Link a brokerage account so real units, prices and open P&L flow in automatically instead of being typed or exported from a spreadsheet.
Assigns a 1–7 risk level, an annualised return estimate and a drawdown figure, and describes what type of investor the allocation resembles.
Tracks holdings daily, scores portfolio health out of 100, flags drift past target weights, logs trades and sends email digests.
Meet your proactive AI financial advisor
Monitor every transaction across all your accounts in one view and build a personalized budget in seconds.
Track your portfolio, monitor performance, and move idle cash into a higher-yield cash account.
Ask questions about your money in natural language and get personalized answers grounded in your complete financial picture.
Runnable scenarios show how decisions today ripple into your future, so you can plan with numbers instead of guesses.
Global macro data and AI research platform for smarter economic decisions
Global macro data and AI research platform for smarter economic decisions
AI-driven stock scores that rank every pickable stock by probability of beating the market
AI-driven stock scores that rank every pickable stock by probability of beating the market
SpecialistAI-driven market analysis for faster, data-backed investing decisions
SpecialistAI-driven market analysis for faster, data-backed investing decisions
Your portfolio's AI analyst, powered by alternative data
Your portfolio's AI analyst, powered by alternative data
Delivers robust portfolio analysis and asset tracking with AI insights, but lacks direct day-to-day budgeting tools.
Delivers robust portfolio analysis and asset tracking with AI insights, but lacks direct day-to-day budgeting tools.
SpecialistSpecializes in investment portfolio tracking with AI insights, skipping broader personal finance features like debt payoff.
SpecialistSpecializes in investment portfolio tracking with AI insights, skipping broader personal finance features like debt payoff.
SpecialistCombines digital wealth management with AI tools, catering more to accredited investors rather than casual budgeters.
SpecialistCombines digital wealth management with AI tools, catering more to accredited investors rather than casual budgeters.
Track pre-purchase intent and demand signals before they hit company KPIs
Track pre-purchase intent and demand signals before they hit company KPIs
Provides AI-driven wealth management and portfolio tracking, focusing more on investments than daily expense budgeting.
Provides AI-driven wealth management and portfolio tracking, focusing more on investments than daily expense budgeting.
Pairs human advisors with AI-assisted financial planning, though with less emphasis on automated household budgeting.
Pairs human advisors with AI-assisted financial planning, though with less emphasis on automated household budgeting.
AI research agents that track your investment theses across HK and US markets
AI research agents that track your investment theses across HK and US markets
SpecialistAI finance intelligence for analysis, modelling and forecasting
SpecialistAI finance intelligence for analysis, modelling and forecasting
