Insightfolio は月間 7,213 訪問、前月比成長率 +113.2%、料金体系フリーミアムを記録しています。MAPLE は月間 0 訪問、成長率 0%、料金体系 Unknown を記録しています。
証券口座の保有資産を、わかりやすいポートフォリオレポートに
MAPLE is a digital financial advisor that uses AI to analyse your assets, track your goals and generate personalised recommendations. It is built around a free financial checkup — the MAPLE X-Ray — which reviews portfolio exposure, risk tolerance, cash flow, debt and retirement readiness and returns a scored report. The service pledges no ads, no sales calls and no sharing of your information with third parties.
| 項目 / 指標 | | |
|---|---|---|
| 公式ドメイン | insightfol.io | mymapleadvisor.com |
| 料金モデル | フリーミアム | Unknown |
| 月間訪問数 | 7213 (7,213) | 0 (0) |
| 前月比トラフィック増減 | +3829 (+113.2%) | 0 (0%) |
| 主要市場とシェア | 🇺🇸 アメリカ合衆国 (85.3%) | 🌐 グローバル (—) |
| 月間ダイレクト訪問数 | 2717 | 0 |
| ユーザー評価 | 4 | 3.8 |
| 対応プラットフォーム | ウェブサイト | ウェブサイト |
証券口座の保有資産を、わかりやすいポートフォリオレポートに
資産クラス、セクター、地域、時価総額、集中度、コスト、インカムなど 12 以上の軸で分析し、平易な解説を付けます。
口座を接続すると実際の数量・価格・含み損益が自動で反映され、手入力や表計算の書き出しが不要になります。
1〜7 のリスク水準、年率リターン推定、下落率を示し、どのタイプの投資家に近い配分かを説明します。
毎日保有を追跡し、100 点満点の健全性スコアを算出。目標比率からの乖離を通知し、取引を記録してメールダイジェストを送信します。
MAPLE is a digital financial advisor that uses AI to analyse your assets, track your goals and generate personalised recommendations. It is built around a free financial checkup — the MAPLE X-Ray — which reviews portfolio exposure, risk tolerance, cash flow, debt and retirement readiness and returns a scored report. The service pledges no ads, no sales calls and no sharing of your information with third parties.
A starting financial checkup that produces a comprehensive report on your current financial status with a scorecard across multiple parameters.
See whether your overall portfolio is properly diversified for your needs, with a clear view of concentrations and gaps.
Understand your risk tolerance and check whether your actual portfolio is aligned with it rather than with an arbitrary default.
A snapshot of inflows, outflows and savings rates so you can judge whether you have enough buffer for the unexpected.
より良い経済判断のためのグローバルマクロデータとAIリサーチ基盤
無料・オープンソースOrigin is an all-in-one money platform that tracks your entire financial life in one place and puts an AI advisor on top of it. Connect your accounts and Origin automatically surfaces personalized actions, such as moving idle cash into a higher-yield account, paying down utilization before a statement closes, or using a dependent care FSA. It combines budgeting, investing, forecasting, estate planning, and couples' planning in a single app.
無料・オープンソースOrigin is an all-in-one money platform that tracks your entire financial life in one place and puts an AI advisor on top of it. Connect your accounts and Origin automatically surfaces personalized actions, such as moving idle cash into a higher-yield account, paying down utilization before a statement closes, or using a dependent care FSA. It combines budgeting, investing, forecasting, estate planning, and couples' planning in a single app.
AI による市場分析で、投資判断をより速く、データに基づいて
無料・オープンソース高度なポートフォリオツールを自分の手に置くAIファイナンシャルアドバイザー
無料・オープンソース高度なポートフォリオツールを自分の手に置くAIファイナンシャルアドバイザー
特化型適格個人投資家と金融機関のためのAIネイティブなウェルス管理プラットフォーム
TickerTrends is an alternative-data platform that turns fragmented pre-purchase journeys into leading indicators for consumer adoption, B2B demand and company KPI tracking. It scores awareness, research, evaluation and purchase intent before spending shows up in transactions, covering public companies and private leaders across hundreds of tracked KPIs.
TickerTrends is an alternative-data platform that turns fragmented pre-purchase journeys into leading indicators for consumer adoption, B2B demand and company KPI tracking. It scores awareness, research, evaluation and purchase intent before spending shows up in transactions, covering public companies and private leaders across hundreds of tracked KPIs.
無料・オープンソースMezzi is an SEC-registered AI wealth management platform that analyzes your entire portfolio across all accounts and delivers fiduciary guidance on tax optimization, retirement planning, and asset allocation — always on, without scheduling.
特化型AI 活用の資産管理プラットフォームと人間のアドバイザー
