免費增值、免費試用、付費
載入中…
正面對決基準比較
7Assets vs Origin
7Assets 每月有 152 次造訪，月增率 -65%，定價模式為免費增值、付費。Origin 每月有 377,484 次造訪，成長率 -9.1%，定價模式為免費試用、付費。
7Assets 每月有 152 次造訪，月增率 -65%，定價模式為免費增值、付費。Origin 每月有 377,484 次造訪，成長率 -9.1%，定價模式為免費試用、付費。
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.
| 面向／指標 | ||
|---|---|---|
| 官方網域 | 7assets.app | useorigin.com |
| 定價模式 | 免費增值、付費 | 免費試用、付費 |
| 每月造訪次數 | 152 (152) | 37.75萬 (377,484) |
| 月流量變化量 | -282 (-65%) | -3.8萬 (-9.1%) |
| 主要市場與市佔 | 🇩🇪 德國 (58.5%) | 🇺🇸 美國 (94.5%) |
| 每月直接造訪 | 74 | 26.26萬 |
| 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。
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.
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.
全球宏觀數據與 AI 研究平台，協助做出更明智的經濟決策
專項更強以 AI 驅動的市場分析，讓投資決策更快、更有數據依據
提供強大的投資組合分析與資產追蹤以及 AI 洞察，但缺乏直接的日常預算編列工具。
專項更強Specializes in investment portfolio tracking with AI insights, skipping broader personal finance features like debt payoff.
專項更強結合數位財富管理與 AI 工具，更迎合合格投資人而非一般預算規劃者。
專項更強專為財務分析、建模與預測打造的 AI 金融智慧平台
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.
