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

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.

這是編輯給出的評估,滿分 5 分,不是使用者評分的平均值。 本頁的各方觀點由 AI 根據產品資訊歸納,不是真實使用者的評價。
依據 OpenAITools.app 於 2026-11-11 查驗的觀測資料,MAPLE(mymapleadvisor.com)是收錄於 AI 助手的 AI 平台,每月產生 0 次造訪,月流量變化量為 +0(0%)。其主要地理市場為全球(流量佔比 —),並採用 Unknown 定價模式。依每月流量計算的主要競爭替代方案包括 PortfolioPilot Insights(每月 8.89萬次造訪),Origin(每月 37.75萬次造訪),Mezzi(每月 4.03萬次造訪)。
X-Ray 財報分析挺直觀的,介面也清爽。
還在排隊等解鎖。
以下短評基於實時網頁探查、定價機制與同類基準由 AI 綜合生成,用於呈現不同情境下的常見亮點與槽點,非實名真實用戶留言。
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.
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.
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.
Run a structured checkup to see where your portfolio is over-concentrated and whether your holdings match your stated risk tolerance.
Get objective numbers on savings rate and liabilities before making decisions about major purchases or additional borrowing.
Check whether current savings and investment strategies are on track and tax-efficient enough to retire when you intend.
Use the checkup report as a neutral starting point that surfaces the questions worth raising with a licensed professional.
同一分類下同類 AI 工具的流量並排比較
| 排名 | AI 工具 | 每月造訪次數 | 月增幅 | 直接流量占比 | 價格 | 正面對決 |
|---|---|---|---|---|---|---|
| ● | MAPLE | 0 | 0% | — | Unknown | 目前產品 |
| 1 | PortfolioPilot Insights | 8.89萬 | -41% | 35% 直接流量 | 免費增值、免費試用 | 對比 PortfolioPilot Insights |
| 2 | Origin | 37.75萬 | -9.1% | 70% 直接流量 | 免費試用、付費 | 對比 Origin |
| 3 | Mezzi | 4.03萬 | +23.3% | 38% 直接流量 | 免費增值 | 對比 Mezzi |
| 4 | Arta Finance | 4.94萬 | -6% | 75% 直接流量 | 需聯絡報價 | 對比 Arta Finance |
| 5 | Alphanso | 2.5萬 | +462.8% | 41% 直接流量 | 付費 | 對比 Alphanso |
| 6 | Pocket Adviser | 2904 | -4% | 42% 直接流量 | 付費 | 對比 Pocket Adviser |
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
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.

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.
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
為澳洲新世代打造的數位財務建議
免費 / 開源用一個 AI 儀表板掌握你的全部財務生活
免費 / 開源把你的券商持倉變成一份白話易懂的投資組合報告
免費 / 開源根據你的目標、風險與時間跨度生成 AI 驅動的投資組合