This is good. I’ve been experimenting with AI financial tools. The new AI Advisor release from Origin is neat. Every day: 1. What happened in markets 2. What it means FOR YOU Then prompt AI Advisor for recommendations based on trends. (not an investor, just a user and fan)

Sep 12, 2025 · 5:13 PM UTC

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The power of stuff like this is in democratizing access to sound financial advice. There’s a huge segment of the population that will be able to connect financial accounts and get personalized/customized financial guidance at a strong CFP level.
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I don’t think it eliminates human financial advisors. More like augments + broadens access to important information. Very important.
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It’s cool to think about having a 24/7 financial copilot to help make big decisions. Perfect access to your information and data. - when to rent vs own - big purchases - retirement planning - etc
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My wife and I have used Origin since 2022 (onboarded as a Mint alternative) and thought it was good. The new features are a big level up in my opinion. Will share more AI Advisor prompting as I use it (though have to scrub all the personal financial info as I do!).
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P.S. They had the best AI launch video I’ve seen
Origin Financial
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P.P.S. Love that the AI portfolio analysis includes digital assets (Bitcoin in this case) and addresses them as part of portfolio allocation.
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Origin continues to be one of my favorite finds. The daily market brief gives you insights on how market trends impact your current portfolio and the AI advisor will give you perspectives on how to adjust or position yourself. Personalized given it’s connected to your accounts.
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We continue to be users and fans of Origin. These new proactive financial tools they just released are really good. No longer have to rely on asking the right questions to get financial recommendations. It’s all automatic. Feels like how these things should work.
Origin Financial
@useorigin
Sep 9
It’s here. Origin now watches your finances and tells you what to do next, before you ask. Your advice is waiting in the Origin app.
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Replying to @SahilBloom @useorigin
Damn, this is cool.
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I’ve been struggling to find simple use cases for AI in the space. This is pretty neat. Lots more prompting to experiment with (rent vs own, what is “enough”, etc.)
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Replying to @SahilBloom @useorigin
Personalized insights are where AI really shines
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Yep and this a perfect use case given access to the info via account connections
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Replying to @SahilBloom @useorigin
What’s the name of this tool?
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Origin. I started using in 2022 and it’s awesome.
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Replying to @SahilBloom @useorigin
Love this breakdown. Do you think AI financial tools will ever fully replace human advisors — or will the real power always be in combining both?
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Good question. Answered in thread. Augment + broaden vs replace IMO.
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Replying to @SahilBloom
Would love if you checked out altindex.com / the app

Alternative Data for Investing - AltIndex

AltIndex downloads and analyzes company data from across the internet and aggregates it in an easy-to-use dashboard.

altindex.com
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Give me the one tweet elevator pitch on it!
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Replying to @SahilBloom @useorigin
Is the ‘Why It Matters To You’ section tailored specifically to the user, or generalized?
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Tailored based on your portfolio since your accounts are connected. You can see in the screenshot where it specifically addresses my allocation to different assets.
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Replying to @SahilBloom @useorigin
It's hand down the best finance tool on the market. They need to create a business one to read P&L. And @useorigin customer service is great.
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Awesome idea
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Replying to @SahilBloom @useorigin
that’s actually solid aI breaking down markets and telling you why you should care > endless cnbc noise.
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The actual direct insight to your personal portfolio allocation is key
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Replying to @SahilBloom @useorigin
I tried to sign up but the site cannot accept payment using a simple credit card. They want users to use link . Site was difficult to navigate
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Good feedback, they’ll get you sorted
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Replying to @SahilBloom @useorigin
Using AI for tailored advice is the future now
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Replying to @SahilBloom @useorigin
AI tools are transforming how we understand markets
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Replying to @SahilBloom @useorigin
Love this approach to AI Advisor - always learning from the markets!
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Replying to @SahilBloom @useorigin
Using AI to simplify markets is smart. Knowledge is power when it’s tailored.
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Replying to @SahilBloom @useorigin
Sounds like a really cool tool! It's amazing how AI can simplify complex things like market trends. Thanks for the tip! 🚀
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Replying to @SahilBloom @useorigin
AI financial tools are making market insights way more actionable.
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