See your portfolio clearly with AI that shows how you’re invested and what it means for your future.
Track everything. Ask anything.
All your investments, finally in one place—kept in sync with real-time AI insights.
See how your investments are performing—today and over time. Compare your portfolio to major indices like the S&P 500 to stay grounded in the bigger picture.
Know where your money is and whether it matches your goals with a personalized risk profile.
Know exactly what you're holding, how it's performing, and why it matters to your portfolio.
Know what the experts think
View real time analyst ratings on every holding in your portfolio.
Stay ahead of earnings season
Compare earnings estimates to actual results to track company performance over time.
Dig into the fundamentals
Access financial statements, growth metrics, and key details on every company in your portfolio.
Track daily moves, spot long-term trends, and get rich insights—complete with analyst commentary and performance history.
Add stocks, ETFs, or crypto to custom watchlists and monitor performance in real time.
Explore sector trends, breaking news, and daily performance snapshots across asset classes.
Track emerging markets like crypto, follow earnings calendars, and get a clearer view of what’s next.
Create watchlists like "top companies with female CEOs" or "what stocks benefit from inflation" .
Get the answers you need to get clarity and make better financial decisions.
Origin AI turns your questions into answers you can trust—with personalized advice, grounded in your data, and delivered instantly.
Origin’s AI outperforms human advisors and leading LLM models in delivering personalized financial advice.
SEC-Registered Investment Advisor
Get clear answers and tailored insights on your portfolio, spending, and goals—in seconds.
Your financial life, summarized daily—stay in sync with the markets, the news, and your money.
More than a place to hold your investments—a platform built to grow them. No AUM fees, no distractions, just real results.
Connect accounts seamlessly and see everything in one app.
You can connect brokerage, retirement, and crypto accounts to see all your investments in one place. Origin also supports tracking of stocks, ETFs, mutual funds, bonds, and alternative assets via CSV upload.
Yes. With Origin AI, you get plain-language insights about your allocation, risk, and performance. You’ll also see analyst ratings, earnings estimates, fundamentals, and market news to keep you informed.
Origin doesn’t charge asset under management (AUM) fees. That means more of your returns stay with you. Over time, an investor contributing regularly could save tens or even hundreds of thousands of dollars by avoiding AUM fees.
There’s no minimum. You can begin investing with as little as $1. Whether you’re just starting or already have experience, you can open an Origin investment or cash account and start building wealth at your own pace.
Yes. Security is our top priority. Any money you invest through Origin is held by our custodian, DriveWealth, and is protected up to $500,000 through SIPC insurance (including $250,000 for cash). Our Cash Account is FDIC-insured up to $250,000 through partner banks.
Beyond that, we use advanced encryption, hardware security keys, and rigorous third-party audits to safeguard your data and accounts.
The Gist
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