
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

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.

这是编辑给出的评估,满分 5 分,不是用户打分的平均值。 本页的各方观点由 AI 根据产品信息归纳,不是真实用户的评价。
根据 OpenAITools.app 于 2026-11-11 核对的流量数据,MAPLE(mymapleadvisor.com)是一个收录在 AI 助手下的 AI 平台,月访问量为 0,月度环比流量变化为 +0(0%)。其主要地理市场为全球(— 流量份额),采用 Unknown 定价模式。按月流量计算的主要竞争替代方案包括 PortfolioPilot Insights(8.89万次访问/月),Origin(37.75万次访问/月),Mezzi(4.03万次访问/月)。
X-Ray 财报体检报告还挺细致的,界面清爽。
还在排队等上线,心急。
没有烦人的推销电话,好评。
快点开门营业吧。
以下短评基于实时网页探查、定价机制与同类产品基准由 AI 综合模拟生成,旨在呈现不同使用场景下的常见槽点与亮点,非实名真实用户评价。
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.
同一分类下同类 AI 工具的流量并排对比
| 排名 | AI 工具 | 月访问量 | 月度环比增长 | 直接流量占比 | 定价 | 头对头 |
|---|---|---|---|---|---|---|
| ● | MAPLE | 0 | 0% | — | Unknown | 当前产品 |
| 1 | PortfolioPilot Insights | 8.89万 | -41% | 35% 直接流量 | 免费增值,免费试用 | 对比 PortfolioPilot Insights |
| 2 | Origin | 37.75万 | -9.1% | 70% 直接流量 | 免费试用,付费 | 对比 Origin |
| 3 | Mezzi | 4.03万 | +23.3% | 38% 直接流量 | 免费增值 | 对比 Mezzi |
| 4 | Arta Finance | 4.94万 | -6% | 75% 直接流量 | 定价请咨询 | 对比 Arta Finance |
| 5 | Alphanso | 2.5万 | +462.8% | 41% 直接流量 | 付费 | 对比 Alphanso |
| 6 | Pocket Adviser | 2904 | -4% | 42% 直接流量 | 付费 | 对比 Pocket Adviser |

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
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.

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.
专项更强面向合格个人投资者与金融机构的 AI 原生财富管理平台
专项更强由 AI 驱动的财务规划加持的人类财富顾问
为澳大利亚新一代打造的数字化财务建议
免费 / 开源用一个 AI 仪表盘掌握你的全部财务生活
免费 / 开源掌握你的资产:面向高净值客户的隔夜对账与报告
面向财务独立的 AI 个人财务副驾驶
免费 / 开源把你的券商持仓变成一份通俗易懂的投资组合报告
免费 / 开源根据你的目标、风险与时间跨度生成 AI 驱动的投资组合