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
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头对头基准测试
Insightfolio vs Origin
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。Origin 记录了 377,484 月访问量，增长率为 -9.1%，定价为免费试用，付费。
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。Origin 记录了 377,484 月访问量，增长率为 -9.1%，定价为免费试用，付费。
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.
| 维度 / 指标 |  | |
|---|---|---|
| 官方域名 | insightfol.io | useorigin.com |
| 定价模式 | 免费增值 | 免费试用，付费 |
| 月访问量 | 7213 (7,213) | 37.75万 (377,484) |
| 月度环比流量变化 | +3829 (+113.2%) | -3.8万 (-9.1%) |
| 主要市场与份额 | 🇺🇸 美国 (85.3%) | 🇺🇸 美国 (94.5%) |
| 直接访问 / 月 | 2717 | 26.26万 |
| 用户评分 | 4 | 4.4 |
| 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。
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.
全球宏观数据与 AI 研究平台，助力更明智的经济决策
按跑赢市场概率为每只股票排序的 AI 选股评分
专项更强以 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
提供强大的投资组合分析和资产追踪以及 AI 洞察，但缺乏直接的日常预算规划工具。
提供强大的投资组合分析和资产追踪以及 AI 洞察，但缺乏直接的日常预算规划工具。
专项更强Specializes in investment portfolio tracking with AI insights, skipping broader personal finance features like debt payoff.
专项更强Specializes in investment portfolio tracking with AI insights, skipping broader personal finance features like debt payoff.
专项更强结合了数字财富管理与 AI 工具，更迎合合格投资者而非普通预算规划者。
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.
提供 AI 驱动的财富管理和投资组合追踪，重心更偏向投资而非日常开支预算。
结合了真人顾问与 AI 辅助财务规划，不过对自动化家庭预算的强调较少。
跨港股与美股的 AI 投研 Agent，持续跟踪你的投资判断
专项更强面向财务分析、建模与预测的 AI 金融智能平台
