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)

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.

I don’t think it eliminates human financial advisors. More like augments + broadens access to important information. Very important.

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

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!).

P.S. They had the best AI launch video I’ve seen

P.P.S. Love that the AI portfolio analysis includes digital assets (Bitcoin in this case) and addresses them as part of portfolio allocation.

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.