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Origin: AI Budget and Track

by Origin Financial

iPhone · iPad

Active Last checked 31 Jul 2026

App Store ↗

Quick verdict

What it is
Store information collected; independent summary not yet available.
At a glance
  • Free to download

Categories and search queries

Official categories

AppCorpus categories

Key functions

Function Availability Access Scope Evidence
Free app Yes Free — Store published

Screens

No screenshots collected yet.

Pricing & paywalls

App Store

  • Free

Last verified 31 Jul 2026

Ratings & reviews

App Store

4.6 3668 ratings · App Store

  1. 5/5Finally a personal finances app I’ll actually use

    I’ve used Mint and Personal Capital in the past, but was always left frustrated with the design and capabilities. As someone in tech who is heavily comped in pre-IPO stock, the equity feature is great and allows me to see the full picture of my finances without logging into my employee stock admin account. I also am impressed by the account sharing features, which allows my spouse to have her own log in credentials, but with full access to all our shared accounts. I’ve only scratched the surface with the budgeting functionality, but so far it’s been good. I’m sure additional features and usability will come, and my only complaints so far are small (more emojis and ability to add notes to transactions would be great). There are other features like estate planning and investing that also provide real value, and my one experience with customer support (via chat with a live human) was exceptional. Any doubt I had about Origin being worth the subscription price is long gone, and I’m confident I’ll be a religious user for a long time to come. Well done!

    Bax4191 · 31 Jul 2026

  2. 2/5Not quite there

    I’ve used the Personal Capital, now Empower dashboard for years but it has gotten progressively worse since Empower purchased Personal Capital. Origin is better with respect to linking, but its support for investments, financial planning, allocation analysis, etc. is very bare bones and leaves a lot to be desired. I would gladly pay $100/year for a product that lets me aggregate all my bank accounts, credit cards and investment accounts, and provides the full suite of financial planning tools that Empower offers. I’d say that Origin does very well with respect to the first part (aggregation), but fairly poorly with respect to the financial planning aspect. For example, there’s no way to categorize investment accounts by taxable status (eg taxable, pre tax or post tax). This doesn’t seem to be taken into account with respect to forecasting. The forecasting tool is bare bones and the methodology appears very incomplete with the assumption of a fixed rate of return for all accounts rather than one based on underlying investments. A lot of investment holdings get incorrectly classified as “mixed” although they’re not, and even mixed funds and ETFs should classify according to their underlying holdings. Etc. I’m hopeful that these investment and planning tools will greatly improve over the next year, but at present I can’t yet recommend Origin as a replacement for Empower.

    Nexxinus · 31 Jul 2026

  3. 5/5Micro and Macro View of Finamces

    My experience with Origin has been life-changing: it works twofold to manage budgets and plan long term financial goals. In doing so, it tracks your expenses and does a good job automatically categorizing them, with of course the option to customize categories and most anything else you want. It also keeps track of your various accounts and investments all in one spot. Plus, you can manage yourself and your partner with individual views or a combined view. The user interface and overall theme and look of the app are top notch. And customer service, I must say, has been amazing. They clearly want you to feel like you’re taken care of. You also get in-app access to a surprisingly good high-yield money account that I have been using and loving, investment options, and a whole lot of rapidly expanding AI features to help you make the best decisions tailored to your individual financial status. I’m saving so much more money using this app it’s ridiculous. Easy five stars, and I can’t wait to see what they do next to keep improving things even more.

    Eric McD. · 31 Jul 2026

  4. 5/5Kind Of Hard To Believe

    I’ve used quite a few money tracking apps. They’ve all had their pros and cons. I wasn’t planning on downloading another app (I have too many lol). This one took me by surprise, I was expecting some real cons like just not being able to sort subscriptions and purchases, not knowing how to categorize, and so on. This app is pretty on point and a breath of fresh air when it comes to budgeting and tracking what you spend. There have been a few things categorized incorrectly but it was so easy to update those categories and apply to all other past and future purchases. Even the custom categories works well. These are things I struggled with on other apps heavy. The pros outweigh the cons by far for me and in today’s world of buggy apps, this is easily a 5 star. I think I might actually delete other apps that I’ve been using for years. It’s still something process. But $1 for the first year is well worth it, it feels like I pirated it lol.

    IG:ClaysForm · 31 Jul 2026

  5. 3/5Good but with some deficiencies

    It’s a well-thought out and well-built app that is meant to give you a broad view of your finance from spending to investments and stock equities. However, like many other personal finance apps that don’t really meet customers” needs, it fails to give you the tools to plan/project your spending and cash flow in the short term, i.e. weeks to months. The app shows your upcoming transactions but only shows daily totals for two weeks at a time- no impact on cash flow. Meanwhile, a lot of us shopping around for personal finance apps are trying to answer the question “based on my planned future bills, transactions and expected income, how can I adjust my monthly outgoing transfers to savings to keep my checking account balance positive?”. Another important thing I don’t like about the app is that it’s always locked in landscape view on an iPad!!! I really don’t like being forced to using apps in landscape mode, not everyone uses landscape mode all the time. I don’t understand why developers continue to do this, if it’s because of space then give users the option of moving the sidebar away in portrait mode.

    Uppersand · 31 Jul 2026

Privacy & accessibility

App Store

Privacy

  • Data Linked to You — Analytics — Contact Info — Email Address Developer declared
  • Data Linked to You — Analytics — Usage Data — Product Interaction Developer declared
  • Data Linked to You — Analytics — User Content — Customer Support Developer declared
  • Data Linked to You — App Functionality — Contact Info — Email Address Developer declared
  • Data Linked to You — App Functionality — Contact Info — Name Developer declared
  • Data Linked to You — App Functionality — Contact Info — Phone Number Developer declared
  • Data Linked to You — App Functionality — Contact Info — Physical Address Developer declared
  • Data Linked to You — App Functionality — Financial Info — Credit Info Developer declared
  • Data Linked to You — App Functionality — Financial Info — Other Financial Info Developer declared
  • Data Linked to You — App Functionality — Financial Info — Payment Info Developer declared
  • Data Linked to You — App Functionality — Location — Coarse Location Developer declared
  • Data Linked to You — App Functionality — Sensitive Info Developer declared
  • Data Linked to You — App Functionality — Usage Data — Product Interaction Developer declared
  • Data Linked to You — Developer’s Advertising or Marketing — Contact Info — Email Address Developer declared
  • Data Linked to You — Developer’s Advertising or Marketing — Contact Info — Name Developer declared
  • Data Linked to You — Product Personalization — Contact Info — Name Developer declared
  • Data Linked to You — Product Personalization — Financial Info — Credit Info Developer declared
  • Data Linked to You — Product Personalization — Financial Info — Other Financial Info Developer declared
  • Data Linked to You — Product Personalization — Financial Info — Payment Info Developer declared
  • Data Linked to You — Product Personalization — Usage Data — Product Interaction Developer declared
  • Data Linked to You — Product Personalization — User Content — Customer Support Developer declared
  • Data Linked to You — Contact Info Developer declared
  • Data Linked to You — Financial Info Developer declared
  • Data Linked to You — Location Developer declared
  • Data Linked to You — Sensitive Info Developer declared
  • Data Linked to You — Usage Data Developer declared
  • Data Linked to You — User Content Developer declared
  • Data Not Linked to You — Analytics — Diagnostics — Crash Data Developer declared
  • Data Not Linked to You — Analytics — Diagnostics — Performance Data Developer declared
  • Data Not Linked to You — Diagnostics Developer declared
  • Data Used to Track You — Usage Data — Product Interaction Developer declared
  • Data Used to Track You — Usage Data Developer declared

Accessibility

No accessibility labels collected yet.

Versions

App Store

  • 3.1.0

    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.

  • 3.1.1

    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.

  • 3.2.0

    We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too. - New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions. - Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way. - Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard. - Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary. - Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts. - Market Watch: Search for new opportunities and track holdings across global markets. - Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more. - Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand. - Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface. Disclaimer: Investment advisory services are provided by 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

    We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too. - New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions. - Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way. - Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard. - Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary. - Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts. - Market Watch: Search for new opportunities and track holdings across global markets. - Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more. - Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand. - Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface. Disclaimer: Investment advisory services are provided by 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

    We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too. - New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions. - Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way. - Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard. - Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary. - Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts. - Market Watch: Search for new opportunities and track holdings across global markets. - Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more. - Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand. - Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface. Disclaimer: Investment advisory services are provided by 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

    We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too. - New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions. - Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way. - Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard. - Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary. - Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts. - Market Watch: Search for new opportunities and track holdings across global markets. - Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more. - Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand. - Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface. Disclaimer: Investment advisory services are provided by 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

    We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too. - New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions. - Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way. - Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard. - Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary. - Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts. - Market Watch: Search for new opportunities and track holdings across global markets. - Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more. - Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand. - Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface. Disclaimer: Investment advisory services are provided by 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

    We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too. - New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions. - Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way. - Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard. - Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary. - Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts. - Market Watch: Search for new opportunities and track holdings across global markets. - Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more. - Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand. - Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface. Disclaimer: Investment advisory services are provided by 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

    We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too. - New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions. - Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way. - Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard. - Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary. - Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts. - Market Watch: Search for new opportunities and track holdings across global markets. - Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more. - Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand. - Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface. Disclaimer: Investment advisory services are provided by 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

    We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too. - New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions. - Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way. - Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard. - Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary. - Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts. - Market Watch: Search for new opportunities and track holdings across global markets. - Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more. - Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand. - Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface. Disclaimer: Investment advisory services are provided by 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

    We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too. - New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions. - Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way. - Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard. - Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary. - Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts. - Market Watch: Search for new opportunities and track holdings across global markets. - Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more. - Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand. - Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface. Disclaimer: Investment advisory services are provided by 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

    We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too. - New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions. - Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way. - Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard. - Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary. - Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts. - Market Watch: Search for new opportunities and track holdings across global markets. - Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more. - Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand. - Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface. Disclaimer: Investment advisory services are provided by 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

    We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too. - New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions. - Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way. - Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard. - Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary. - Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts. - Market Watch: Search for new opportunities and track holdings across global markets. - Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more. - Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand. - Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface. Disclaimer: Investment advisory services are provided by 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

    We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too. - New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions. - Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way. - Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard. - Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary. - Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts. - Market Watch: Search for new opportunities and track holdings across global markets. - Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more. - Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand. - Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface. Disclaimer: Investment advisory services are provided by 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

    We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too. - New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions. - Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way. - Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard. - Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary. - Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts. - Market Watch: Search for new opportunities and track holdings across global markets. - Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more. - Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand. - Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface. Disclaimer: Investment advisory services are provided by 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

    We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too. - New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions. - Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way. - Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard. - Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary. - Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts. - Market Watch: Search for new opportunities and track holdings across global markets. - Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more. - Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand. - Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface. Disclaimer: Investment advisory services are provided by 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 · 27 Jul 2026

    We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too. - New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions. - Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way. - Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard. - Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary. - Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts. - Market Watch: Search for new opportunities and track holdings across global markets. - Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more. - Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand. - Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface. Disclaimer: Investment advisory services are provided by 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

    We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too. - New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions. - Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way. - Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard. - Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary. - Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts. - Market Watch: Search for new opportunities and track holdings across global markets. - Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more. - Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand. - Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface. Disclaimer: Investment advisory services are provided by 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

    We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too. - New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions. - Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way. - Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard. - Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary. - Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts. - Market Watch: Search for new opportunities and track holdings across global markets. - Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more. - Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand. - Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface. Disclaimer: Investment advisory services are provided by 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

    We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too. - New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions. - Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way. - Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard. - Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary. - Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts. - Market Watch: Search for new opportunities and track holdings across global markets. - Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more. - Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand. - Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface. Disclaimer: Investment advisory services are provided by 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

    We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too. - New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions. - Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way. - Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard. - Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary. - Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts. - Market Watch: Search for new opportunities and track holdings across global markets. - Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more. - Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand. - Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface. Disclaimer: Investment advisory services are provided by 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

    We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too. - New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions. - Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way. - Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard. - Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary. - Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts. - Market Watch: Search for new opportunities and track holdings across global markets. - Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more. - Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand. - Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface. Disclaimer: Investment advisory services are provided by 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

    We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too. - New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions. - Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way. - Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard. - Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary. - Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts. - Market Watch: Search for new opportunities and track holdings across global markets. - Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more. - Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand. - Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface. Disclaimer: Investment advisory services are provided by 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

    We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too. - New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions. - Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way. - Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard. - Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary. - Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts. - Market Watch: Search for new opportunities and track holdings across global markets. - Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more. - Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand. - Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface. Disclaimer: Investment advisory services are provided by 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

    We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too. - New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions. - Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way. - Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard. - Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary. - Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts. - Market Watch: Search for new opportunities and track holdings across global markets. - Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more. - Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand. - Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface. Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight.

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31 Jul 2026
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