# 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。 | 指標 | [Insightfolio](https://openaitools.app/tw/tool/insightfolio) | [MAPLE](https://openaitools.app/tw/tool/maple) | | :--- | :--- | :--- | | 網站網址 | https://insightfol.io | https://www.mymapleadvisor.com | | 分類 | AI 投資, 金融 AI, AI 報告生成器, AI 預測 | AI 助手, 金融 AI, AI 投資, AI 副駕駛 | | 定價模式 | 免費增值 | Unknown | | 每月造訪次數 | 7,213 | 0 | | 月成長率 | +113.2% | 0% | | 主要市場 | 美國 | 全球 | | 直接造訪 | 2,717 | 0 | | 評論分數 | 4 | 3.8 | | 收藏數 | 0 | 1 | | 支援平台 | 網站 | 網站 | ## Insightfolio Insightfolio 源於一個很單純的痛點：券商 App 只給你餘額和一條走勢線，卻很少說明組合裡到底裝了什麼、這些數字代表什麼。你可以唯讀方式連結券商帳戶，或手動輸入持倉，平台會從資產類別、產業權重、地區分布、市值結構、集中度、隱藏基金費用、配息潛力、歷史回撤等十多個面向檢視持倉，並用日常語言逐項說明。 報告也會把你的配置與常見基準比較，給出 1 至 7 的風險等級、年化報酬估算與投資人適配度判讀。選用的「吐槽模式」會用不那麼客氣的口吻重寫同一份分析。社群功能讓你能公開組合、查看社群真正持有最多的資產排行，並瀏覽範例組合庫。 長期使用可選付費的 Pulse 監控層：每日依收盤資料追蹤持倉、給出 100 分制健康分數、在權重偏離目標時提醒、記錄交易流水，並依你選定的頻率寄送郵件摘要。券商連結在設計上僅為唯讀——Insightfolio 從不代你下單。 **價格與方案:** 採用免費增值模式。產生組合報告免費；Pulse 監控為付費訂閱，每月 6.99 美元，包含持倉追蹤、偏離檢查、健康分數與郵件摘要。 - **多面向組合報告:** 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。 - **券商唯讀連結:** 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。 - **風險等級與投資人適配:** 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。 - **Pulse 每日監控:** 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。 - **社群組合與排行榜:** 瀏覽公開範例組合，以及社群持有最多的 ETF、個股與基金排行——依組合數量統計，而非熱度。 **優勢:** 以白話說明而非堆砌比率，適合非專業投資人; 券商連結僅為唯讀，工具不具交易權限; 報告可免費產生，方便先試用再決定付費監控; 十多個分析面向涵蓋成本與收益，不只是風險與報酬 **限制:** 獨立定價頁無法直接開啟，方案資訊須在首頁定價區查看; Pulse 監控僅按月計費，未顯示年付折扣; 面向顧問與多帳戶家庭的高階分析需申請更高層級 [Profile (Markdown)](https://openaitools.app/tw/tool/insightfolio.md) ## MAPLE 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. **價格與方案:** Pricing is not published on the MAPLE site. The offering centres on the MAPLE X-Ray financial checkup and a set of advisory tools, several of which were open to a waiting list at review time. The company states it does not profit from your trades and charges no hidden fees, but no subscription figure is stated publicly, so treat pricing as unconfirmed until you are inside the app. - **MAPLE X-Ray financial checkup:** A starting financial checkup that produces a comprehensive report on your current financial status with a scorecard across multiple parameters. - **Exposure review:** See whether your overall portfolio is properly diversified for your needs, with a clear view of concentrations and gaps. - **Risk assessment:** Understand your risk tolerance and check whether your actual portfolio is aligned with it rather than with an arbitrary default. - **Cash optimisation:** A snapshot of inflows, outflows and savings rates so you can judge whether you have enough buffer for the unexpected. - **Debt analysis and retirement readiness:** A clear view of your liabilities, how they affect your wider plan and whether your debt structure fits your current situation, alongside a check on retirement and tax-efficiency readiness. **優勢:** Diagnostic-first approach that scores your financial position before recommending anything; Covers portfolio, risk, cash, debt and retirement in one place; Explicit no-ads, no-sales-calls, no-data-selling pledge; Does not hold your financial account login credentials **限制:** The individual tools (exposure review, risk assessment, cash optimisation, debt analysis, retirement readiness) were still on a waiting list at the time of review; No published pricing, and it is not clear from the site whether the service is free or paid; Currently US-oriented in tone and credentials, which may limit usefulness elsewhere; As an AI advisor it cannot replace regulated, personalised advice for complex tax or estate situations [Profile (Markdown)](https://openaitools.app/tw/tool/maple.md) ## 常見問題 ### Insightfolio 與 MAPLE 的每月流量相比如何？ Insightfolio 每月有 7,213 次造訪，而 MAPLE 有 0。流量估算反映受眾規模，並非產品品質。 ### 兩者的成長率相比如何？ Insightfolio 的月增率為 +113.2%；MAPLE 為 0%。 ### 價格相比如何？ Insightfolio：免費增值。採用免費增值模式。產生組合報告免費；Pulse 監控為付費訂閱，每月 6.99 美元，包含持倉追蹤、偏離檢查、健康分數與郵件摘要。 MAPLE：Unknown。Pricing is not published on the MAPLE site. The offering centres on the MAPLE X-Ray financial checkup and a set of advisory tools, several of which were open to a waiting list at review time. The company states it does not profit from your trades and charges no hidden fees, but no subscription figure is stated publicly, so treat pricing as unconfirmed until you are inside the app. ## 替代方案 | # | 工具名稱 | 每月造訪次數 | 月成長率 | 定價模式 | Summary | Profile (Markdown) | | :--- | :--- | :--- | :--- | :--- | :--- | :--- | | 1 | [MacroMicro 財經M平方](https://openaitools.app/tw/tool/macromicro) | 928,258 | +22.5% | 免費增值、付費 | 全球宏觀數據與 AI 研究平台，協助做出更明智的經濟決策 | [.md](https://openaitools.app/tw/tool/macromicro.md) | | 2 | [Origin](https://openaitools.app/tw/tool/useorigin-com) | 377,484 | -9.1% | 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 | [.md](https://openaitools.app/tw/tool/useorigin-com.md) | | 3 | [Danelfin](https://openaitools.app/tw/tool/danelfin-com) | 216,830 | -11.1% | 免費增值 | 以超越市場機率為每檔股票排序的 AI 選股評分 | [.md](https://openaitools.app/tw/tool/danelfin-com.md) | | 4 | [Intellectia.Ai](https://openaitools.app/tw/tool/intellectia-ai) | 171,347 | +18% | 免費試用、付費 | 以 AI 驅動的市場分析，讓投資決策更快、更有數據依據 | [.md](https://openaitools.app/tw/tool/intellectia-ai.md) | | 5 | [AltIndex](https://openaitools.app/tw/tool/altindex) | 97,418 | -12.6% | 免費增值、免費試用 | 由另類資料驅動的 AI 投資分析師 | [.md](https://openaitools.app/tw/tool/altindex.md) | | 6 | [PortfolioPilot Insights](https://openaitools.app/tw/tool/portfoliopilot-insights) | 88,922 | -41% | 免費增值、免費試用 | 把專業級投資組合工具交到你自己手中的 AI 財務顧問 | [.md](https://openaitools.app/tw/tool/portfoliopilot-insights.md) | | 7 | [Clarity AI](https://openaitools.app/tw/tool/clarity-ai) | 74,596 | -22.5% | 需聯絡報價 | 面向非財務資訊的 AI 原生智慧平台 | [.md](https://openaitools.app/tw/tool/clarity-ai.md) | | 8 | [Moning](https://openaitools.app/tw/tool/moning-co) | 55,156 | +6.9% | 免費 | 用 AI 洞察追蹤、分析並壯大你的投資組合 | [.md](https://openaitools.app/tw/tool/moning-co.md) | | 9 | [Arta Finance](https://openaitools.app/tw/tool/arta-finance) | 49,350 | -6% | 需聯絡報價 | 面向合格個人投資者與金融機構的 AI 原生財富管理平台 | [.md](https://openaitools.app/tw/tool/arta-finance.md) | | 10 | [TickerTrends](https://openaitools.app/tw/tool/tickertrends) | 48,038 | +61.5% | 免費增值、需聯絡報價 | 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 p | [.md](https://openaitools.app/tw/tool/tickertrends.md) | --- 來源：https://openaitools.app/tw/compare/insightfolio-vs-maple More Markdown: [分類](https://openaitools.app/tw/categories.md) · [流量排名](https://openaitools.app/tw/rankings.md) · [llms.txt](https://openaitools.app/tw/llms.txt)