免費增值、免費試用、付費
載入中…
正面對決基準比較
7Assets vs SimFin
7Assets 每月有 152 次造訪，月增率 -65%，定價模式為免費增值、付費。SimFin 每月有 15,391 次造訪，成長率 -27.5%，定價模式為免費增值。
7Assets 每月有 152 次造訪，月增率 -65%，定價模式為免費增值、付費。SimFin 每月有 15,391 次造訪，成長率 -27.5%，定價模式為免費增值。
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.
| 面向／指標 | | |
|---|---|---|
| 官方網域 | 7assets.app | simfin.com |
| 定價模式 | 免費增值、付費 | 免費增值 |
| 每月造訪次數 | 152 (152) | 1.54萬 (15,391) |
| 月流量變化量 | -282 (-65%) | -5840 (-27.5%) |
| 主要市場與市佔 | 🇩🇪 德國 (58.5%) | 🇺🇸 美國 (49.4%) |
| 每月直接造訪 | 74 | 6249 |
| 使用者評分 | 4.1 | 4.4 |
| 支援平台 | 網站 | 網站 |
掌握你的資產：為高淨值客戶打造的隔夜對帳與報告
每晚自動與全球 2,500 多家銀行及保管機構同步，部位自動對帳、估值自動刷新，無需手動上傳。
在一個檢視畫面內整合證券、房產、私募股權、對沖基金、貴金屬、藝術品與加密資產，並自動分類交易、合併資產負債表。
客戶報告、財富報表與績效概覽自動生成，可使用你自己的品牌形象隨時分享。
按物業整合租金收入、附加費用與收益率，並在整個組合層面分析，包括私募市場的資本撥款、分配、IRR 與倍數。
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.
Filter thousands of stocks with 80+ built-in indicators and unlimited custom conditions, then visualize the matches as line charts, scatter plots or distribution plots.
Test single stocks or weighted multi-criteria portfolios over 20+ years of history, with weekly to yearly rebalancing and sector benchmark comparisons.
Pull the same dataset through a Python package, Excel plugin, JSON web API or CSV bulk download, with tiered call-rate limits from 2 to 20 requests per second.
Monthly credit budgets from 500 to 30,000 let heavy users run intensive screens and backtests without throttling the interactive 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
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.
以 AI 驅動的市場分析，讓投資決策更快、更有數據依據
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.
