92.8万/月+22.5%
全球宏观数据与 AI 研究平台，助力更明智的经济决策
免费增值，付费
加载中…
头对头基准测试
Insightfolio vs MAPLE
Insightfolio 记录了 7,213 月访问量，月度环比增长为 +113.2%，定价为免费增值。MAPLE 记录了 0 月访问量，增长率为 0%，定价为 Unknown。
Insightfolio 记录了 7,213 月访问量，月度环比增长为 +113.2%，定价为免费增值。MAPLE 记录了 0 月访问量，增长率为 0%，定价为 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.
| 维度 / 指标 |  | |
|---|---|---|
| 官方域名 | insightfol.io | mymapleadvisor.com |
| 定价模式 | 免费增值 | Unknown |
| 月访问量 | 7213 (7,213) | 0 (0) |
| 月度环比流量变化 | +3829 (+113.2%) | 0 (0%) |
| 主要市场与份额 | 🇺🇸 美国 (85.3%) | 🌐 全球 (—) |
| 直接访问 / 月 | 2717 | 0 |
| 用户评分 | 4 | 3.8 |
| 支持的平台 | 网站 | 网站 |
把你的券商持仓变成一份通俗易懂的投资组合报告
从资产类别、行业、地域、市值、集中度、成本、收益等 12 个以上维度分析持仓，并配以通俗语言解读。
连接券商账户后，真实份额、价格与浮动盈亏自动同步，无需手工录入或导出表格。
给出 1–7 风险等级、年化收益估算和回撤数据，并说明这一配置更像哪类投资者。
每日跟踪持仓，给出 100 分制健康评分，在权重偏离目标时提醒，记录交易并发送邮件摘要。
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.
全球宏观数据与 AI 研究平台，助力更明智的经济决策
免费 / 开源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.
免费 / 开源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.
按跑赢市场概率为每只股票排序的 AI 选股评分
以 AI 驱动的市场分析，让投资决策更快、更有数据依据
由另类数据驱动的 AI 投资分析师
免费 / 开源把专业级投资组合工具交到你自己手中的 AI 财务顾问
免费 / 开源把专业级投资组合工具交到你自己手中的 AI 财务顾问
用 AI 洞察追踪、分析并壮大你的投资组合
专项更强面向合格个人投资者与金融机构的 AI 原生财富管理平台
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.
免费 / 开源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.
免费 / 开源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.
专项更强由 AI 驱动的财务规划加持的人类财富顾问
