92.8萬/月+22.5%
全球宏觀數據與 AI 研究平台，協助做出更明智的經濟決策
免費增值、付費
載入中…
正面對決基準比較
Insightfolio vs MAPLE
Insightfolio 每月有 7,213 次造訪，月增率 +113.2%，定價模式為免費增值。MAPLE 每月有 0 次造訪，成長率 0%，定價模式為 Unknown。
Insightfolio 每月有 7,213 次造訪，月增率 +113.2%，定價模式為免費增值。MAPLE 每月有 0 次造訪，成長率 0%，定價模式為 Unknown。
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.
| 面向／指標 |  | |
|---|---|---|
| 官方網域 | insightfol.io | mymapleadvisor.com |
| 定價模式 | 免費增值 | Unknown |
| 每月造訪次數 | 7213 (7,213) | 0 (0) |
| 月流量變化量 | +3829 (+113.2%) | 0 (0%) |
| 主要市場與市佔 | 🇺🇸 美國 (85.3%) | 🌐 全球 (—) |
| 每月直接造訪 | 2717 | 0 |
| 使用者評分 | 4 | 3.8 |
| 支援平台 | 網站 | 網站 |
把你的券商持倉變成一份白話易懂的投資組合報告
從資產類別、產業、地區、市值、集中度、成本、收益等 12 個以上面向分析持倉，並附白話解讀。
連結券商帳戶後，真實單位數、價格與未實現損益自動同步，無需手動輸入或匯出試算表。
給出 1–7 風險等級、年化報酬估算與回撤數據，並說明這份配置更像哪一類投資人。
每日追蹤持倉，提供 100 分制健康分數，在權重偏離目標時提出提醒，記錄交易並寄送郵件摘要。
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.
全球宏觀數據與 AI 研究平台，協助做出更明智的經濟決策
免費 / 開源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.
免費 / 開源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
免費 / 開源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
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.
免費 / 開源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.
