把專業級投資組合工具交到你自己手中的 AI 財務顧問
依功能與用途,為你挑選 12 款 7Assets 的替代工具。
| 排名 | 工具與標語 | 官方網域 | 每月造訪次數 | 月增幅 |
|---|
| 定價模式 |
|---|
| 主要市場 |
|---|
| 評分 |
|---|
| 比較 |
|---|
| ● | 7Assets | 7assets.app | 152 | -282 (-65%) | 免費增值、付費 | 德國 | 4.1 | 簡介 |
| 1 | PortfolioPilot Insights | portfoliopilot.com | 8.89萬 | -6.17萬 (-41%) | 免費增值、免費試用 | 美國 | 4.3 | 比較 |
| 2 | Arta Finance | artafinance.com | 4.94萬 | -3148 (-6%) | 需聯絡報價 | 新加坡 | 4.3 | 比較 |
| 3 | Mezzi | mezzi.com | 4.03萬 | 7633 (+23.3%) | 免費增值 | 美國 | 4.2 | 比較 |
| 4 | Alphanso | alphanso.ai | 2.5萬 | 2.06萬 (+462.8%) | 付費 | 美國 | 4.1 | 比較 |
| 5 | Origin | useorigin.com | 37.75萬 | -3.8萬 (-9.1%) | 免費試用、付費 | 美國 | 4.4 | 比較 |
| 6 | Clarity AI | clarity.ai | 7.46萬 | -2.16萬 (-22.5%) | 需聯絡報價 | 美國 | 4.4 | 比較 |
| 7 | MacroMicro 財經M平方 | en.macromicro.me | 92.83萬 | 17.03萬 (+22.5%) | 免費增值、付費 | 美國 | 4.5 | 比較 |
| 8 | insightsoftware | insightsoftware.com | 25.85萬 | 2600 (+1%) | 需聯絡報價 | 美國 | 4 | 比較 |
| 9 | Syft Analytics | syftanalytics.com | 110.55萬 | 15.44萬 (+16.2%) | 免費增值、免費試用、付費 | 澳洲 | 4.6 | 比較 |
| 10 | SimFin | simfin.com | 1.54萬 | -5840 (-27.5%) | 免費增值 | 美國 | 4.4 | 比較 |
| 11 | FinanceGPT | financegpt.uk | 1.54萬 | 6960 (+82.3%) | 免費增值 | 美國 | 4 | 比較 |
| 12 | Intellectia.Ai | intellectia.ai | 17.13萬 | 2.61萬 (+18%) | 免費試用、付費 | 美國 | 4 | 比較 |
把專業級投資組合工具交到你自己手中的 AI 財務顧問
專項更強面向合格個人投資者與金融機構的 AI 原生財富管理平台

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.
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.
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.
全球宏觀數據與 AI 研究平台,協助做出更明智的經濟決策

SimFin is a cloud stock-analysis and financial-data platform that combines a stock screener, portfolio backtesting, downloadable fundamentals and a developer-friendly data API covering thousands of US and European companies.
專為財務分析、建模與預測打造的 AI 金融智慧平台
以 AI 驅動的市場分析,讓投資決策更快、更有數據依據