Origin: AI Budget and Track4.15.2 - App Store
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Publisher Description
Track all your finances and create a budget, while your proactive AI Financial Advisor finds new ways to save you money - on your own and as a couple.
Track everything. Get a full picture of your financial life.
- Securely connect all your financial accounts in seconds
- Track spending, cash flow, subscriptions and bills
- Build smart AI budgets based on your habits
- See your portfolio in one place with real-time performance, benchmarks, and analyst commentary
- Share your account with a partner - at no extra cost
Ask anything. Get tailored guidance from your AI Advisor.
- Get Instant Insights on your spending and personalized investing guidance from your AI Advisor
- Stay ahead with real-time alerts and tailored money and market recaps
- Forecast major life events like buying a home, having a child or retirement planning
- Understand where your money's going - and why
Maximize your money. Grow and protect your wealth with confidence
- Receive personalized investment recommendations aligned with your risk profile and financial goals
- Invest in AUM-fee free automated index portfolios with out all-in-one investing app
- Earn more with a high-yield cash account
- Explore curated stock bundles built by experts
- Meet 1:1 with CFP(R) professionals for wealth management guidance
- File your taxes and create estate plans - right inside the app
No ads. Ever.
Origin is private, secure, and SOC-2 compliant. We never sell your data, and we partner with trusted providers like Plaid, Finicity, and MX for secure connections.
Trusted by Forbes, Fast Company, Axios, and more.
Named Best Budgeting App by Forbes (July 2024)
Join thousands taking control of their money management with Origin. Try it free today.
EULA: https://useorigin.com/legal/terms-conditions
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our AI tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight.
Version History We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.15.2 5d ago We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.15.1 Oct 1 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.15.0 Sep 24 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.14.1 Sep 14 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.14.0 Sep 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.13.0 Sep 2 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.12.0 Aug 17 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.3 Jul 27 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.2 Jul 23 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.1 Jul 20 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.0 Jul 15 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.10.1 Jul 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.10.0 Jun 30 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.9.1 Jun 11 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.9.0 Jun 3 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.8.0 May 26 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.7.0 May 22 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.6.0 May 19 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.5.0 Apr 29 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.3.0 Apr 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.2.0 Apr 2 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.1.0 Mar 23 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.2 Mar 16 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.1 Mar 11 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.0 Feb 10
About Origin: AI Budget and Track
The company that develops Origin: AI Budget and Track is Blend Financial Inc. The latest version released by its developer is 4.15.2.
To install Origin: AI Budget and Track on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2026-10-14 and was downloaded 0 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Origin: AI Budget and Track as malware if the download link is broken.
How to install Origin: AI Budget and Track on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the Origin: AI Budget and Track is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After Origin: AI Budget and Track is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
Program Details
System requirements
Download information
Pricing
Version History
version 4.15.2
posted on 2026-10-14
Version History We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.15.2 5d ago We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.15.1 Oct 1 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.15.0 Sep 24 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.14.1 Sep 14 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.14.0 Sep 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.13.0 Sep 2 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.12.0 Aug 17 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.3 Jul 27 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.2 Jul 23 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.1 Jul 20 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.0 Jul 15 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.10.1 Jul 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.10.0 Jun 30 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.9.1 Jun 11 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.9.0 Jun 3 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.8.0 May 26 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.7.0 May 22 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.6.0 May 19 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.5.0 Apr 29 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.3.0 Apr 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.2.0 Apr 2 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.1.0 Mar 23 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.2 Mar 16 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.1 Mar 11 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.0 Feb 10
version 4.15.1
posted on 2026-10-06
Version History We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.15.1 5d ago We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.15.0 Sep 24 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.14.1 Sep 14 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.14.0 Sep 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.13.0 Sep 2 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.12.0 Aug 17 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.3 Jul 27 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.2 Jul 23 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.1 Jul 20 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.0 Jul 15 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.10.1 Jul 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.10.0 Jun 30 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.9.1 Jun 11 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.9.0 Jun 3 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.8.0 May 26 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.7.0 May 22 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.6.0 May 19 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.5.0 Apr 29 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.3.0 Apr 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.2.0 Apr 2 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.1.0 Mar 23 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.2 Mar 16 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.1 Mar 11 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.0 Feb 10 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.5.0 Feb 5
version 4.15.1
posted on 2026-10-03
Version History We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.15.1 1d ago We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.15.0 Sep 24 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.14.1 Sep 14 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.14.0 Sep 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.13.0 Sep 2 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.12.0 Aug 17 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.3 Jul 27 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.2 Jul 23 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.1 Jul 20 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.0 Jul 15 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.10.1 Jul 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.10.0 Jun 30 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.9.1 Jun 11 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.9.0 Jun 3 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.8.0 May 26 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.7.0 May 22 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.6.0 May 19 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.5.0 Apr 29 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.3.0 Apr 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.2.0 Apr 2 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.1.0 Mar 23 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.2 Mar 16 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.1 Mar 11 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.0 Feb 10 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.5.0 Feb 5
version 4.15.0
posted on 2026-09-26
Version History We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.15.0 1d ago We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.14.1 Sep 14 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.14.0 Sep 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.13.0 Sep 2 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.12.0 Aug 17 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.3 Jul 27 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.2 Jul 23 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.1 Jul 20 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.0 Jul 15 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.10.1 Jul 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.10.0 Jun 30 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.9.1 Jun 11 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.9.0 Jun 3 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.8.0 May 26 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.7.0 May 22 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.6.0 May 19 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.5.0 Apr 29 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.3.0 Apr 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.2.0 Apr 2 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.1.0 Mar 23 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.2 Mar 16 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.1 Mar 11 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.0 Feb 10 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.5.0 Feb 5 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.4.0 Jan 21
version 4.14.1
posted on 2026-09-19
Version History We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.14.1 4d ago We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.14.0 Sep 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.13.0 Sep 2 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.12.0 Aug 17 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.3 Jul 27 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.2 Jul 23 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.1 Jul 20 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.0 Jul 15 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.10.1 Jul 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.10.0 Jun 30 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.9.1 Jun 11 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.9.0 Jun 3 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.8.0 May 26 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.7.0 May 22 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.6.0 May 19 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.5.0 Apr 29 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.3.0 Apr 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.2.0 Apr 2 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.1.0 Mar 23 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.2 Mar 16 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.1 Mar 11 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.0 Feb 10 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.5.0 Feb 5 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.4.0 Jan 21 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.3.1 Jan 13
version 4.14.0
posted on 2026-09-12
Version History We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.14.0 2d ago We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.13.0 Sep 2 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.12.0 Aug 17 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.3 Jul 27 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.2 Jul 23 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.1 Jul 20 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.0 Jul 15 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.10.1 Jul 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.10.0 Jun 30 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.9.1 Jun 11 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.9.0 Jun 3 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.8.0 May 26 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.7.0 May 22 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.6.0 May 19 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.5.0 Apr 29 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.3.0 Apr 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.2.0 Apr 2 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.1.0 Mar 23 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.2 Mar 16 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.1 Mar 11 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.0 Feb 10 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.5.0 Feb 5 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.4.0 Jan 21 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.3.1 Jan 13 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.3.0 Jan 9
version 4.13.0
posted on 2026-09-05
Version History We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.13.0 2d ago We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.12.0 Aug 17 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.3 Jul 27 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.2 Jul 23 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.1 Jul 20 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.0 Jul 15 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.10.1 Jul 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.10.0 Jun 30 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.9.1 Jun 11 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.9.0 Jun 3 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.8.0 May 26 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.7.0 May 22 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.6.0 May 19 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.5.0 Apr 29 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.3.0 Apr 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.2.0 Apr 2 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.1.0 Mar 23 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.2 Mar 16 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.1 Mar 11 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.0 Feb 10 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.5.0 Feb 5 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.4.0 Jan 21 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.3.1 Jan 13 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.3.0 Jan 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.2.0 12/11/2025
version 4.12.0
posted on 2026-08-26
Version History We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.12.0 Aug 17 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.3 Jul 27 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.2 Jul 23 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.1 Jul 20 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.0 Jul 15 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.10.1 Jul 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.10.0 Jun 30 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.9.1 Jun 11 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.9.0 Jun 3 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.8.0 May 26 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.7.0 May 22 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.6.0 May 19 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.5.0 Apr 29 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.3.0 Apr 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.2.0 Apr 2 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.1.0 Mar 23 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.2 Mar 16 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.1 Mar 11 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.0 Feb 10 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.5.0 Feb 5 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.4.0 Jan 21 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.3.1 Jan 13 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.3.0 Jan 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.2.0 12/11/2025 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.1.1 11/12/2025
version 4.11.3
posted on 2026-08-06
Version History We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.3 Jul 27 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.2 Jul 23 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.1 Jul 20 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.0 Jul 15 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.10.1 Jul 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.10.0 Jun 30 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.9.1 Jun 11 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.9.0 Jun 3 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.8.0 May 26 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.7.0 May 22 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.6.0 May 19 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.5.0 Apr 29 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.3.0 Apr 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.2.0 Apr 2 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.1.0 Mar 23 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.2 Mar 16 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.1 Mar 11 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.0 Feb 10 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.5.0 Feb 5 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.4.0 Jan 21 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.3.1 Jan 13 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.3.0 Jan 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.2.0 12/11/2025 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.1.1 11/12/2025 We’ve launched a powerful new set of AI tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved AI Chat: Ask your AI Advisor anything about your finances—past, present, or future—and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get AI insights into what’s changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day’s key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved—spending, saving, and net worth—all in one tidy, bite-sized summary.
- AI Investment Insights: Understand what’s driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own—and the ones you don’t—with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center—so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our AI tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.1.0 10/27/2025
version 4.11.1
posted on 2026-07-23
Version History We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.1 2d ago We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.11.0 Jul 15 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.10.1 Jul 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.10.0 Jun 30 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.9.1 Jun 11 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.9.0 Jun 3 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.8.0 May 26 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.7.0 May 22 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.6.0 May 19 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.5.0 Apr 29 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.3.0 Apr 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.2.0 Apr 2 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.1.0 Mar 23 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.2 Mar 16 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.1 Mar 11 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 4.0.0 Feb 10 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.5.0 Feb 5 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.4.0 Jan 21 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.3.1 Jan 13 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.3.0 Jan 9 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.2.0 12/11/2025 We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.1.1 11/12/2025 We’ve launched a powerful new set of AI tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved AI Chat: Ask your AI Advisor anything about your finances—past, present, or future—and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get AI insights into what’s changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day’s key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved—spending, saving, and net worth—all in one tidy, bite-sized summary.
- AI Investment Insights: Understand what’s driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own—and the ones you don’t—with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center—so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our AI tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.1.0 10/27/2025 We’ve launched a powerful new set of AI tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved AI Chat: Ask your AI Advisor anything about your finances—past, present, or future—and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get AI insights into what’s changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day’s key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved—spending, saving, and net worth—all in one tidy, bite-sized summary.
- AI Investment Insights: Understand what’s driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own—and the ones you don’t—with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center—so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our AI tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.0.3 10/10/2025 We’ve launched a powerful new set of AI tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved AI Chat: Ask your AI Advisor anything about your finances—past, present, or future—and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get AI insights into what’s changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day’s key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved—spending, saving, and net worth—all in one tidy, bite-sized summary.
- AI Investment Insights: Understand what’s driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own—and the ones you don’t—with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center—so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our AI tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight. 3.0.2 09/15/2025
Disclaimer
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