Origin Financial | All‑in‑One Financial Platform for Budgeting, Investing & AI Planning
Own your wealth.
Origin is your personal AI Financial Advisor.
Track your spending, investments, net worth and optimize your financial future—all in one place.
Where am I overspending this month?
Track everything. Ask anything.
Simplify your money
Track everything
Sync all your finances.
Connect all your accounts to see your finances in one place—easy to find, easy to understand.
MORE ABOUT SPENDING
This isn't a button, it's magic
Monitor your spending
See every transaction, automatically categorized.
Build a budget
AI sets up your budget and helps you track progress all month long.
Cancel unwanted subscriptions
Find, manage, and cancel subscriptions in seconds.
Ask anything
Origin AI turns your questions into answers you can trust—with personalized advice, grounded in your data, and delivered instantly.
See instant insights
Get clear answers and tailored insights on your portfolio, spending, and goals—in seconds.
Unlock deep recaps
Your financial life, summarized daily—stay in sync with the markets, the news, and your money.
Grow your money
Invest with intention.
Monitor your portfolio in real time and dive deeper into every position with your AI advisor.
MORE ABOUT INVESTING
This isn't a button, it's magic
Monitor investment performance
From 401(k)s to crypto, track the latest activity across your entire portfolio and compare performance to major indices.
Visualize your entire allocation
Know where your money is and whether it matches your goals with a personalized risk profile.
Dive into any position
From individual stocks to ETFs, get real-time performance, key financials, and personalized insights for every holding.
Track what’s next
Explore the market, add assets to your watchlist, and stay ahead with news and AI insights.
Forecast your future
Model scenarios—from market shifts to life goals—and see how your money could grow over time.
MORE ABOUT FORECASTING
This isn't a button, it's magic
Manage money together
Create a shared intelligent home for your finances.
Add your partner for free.
Read what people say
I was able to invite my partner to Origin in just a few clicks, and now we can easily track our spending and savings goals together.
ANDREW P.
Origin makes spend tracking so easy and simple. It’s so nice to see my net worth and all my finances in one centralized place.
SONIA H.
All my accounts can connect and everything is accurate and up to date. I love being able to add my partner and work together.
ALEX C.
Origin is a one-stop shop for everything financial in your life.
SARAH W.
Discover what's new
Launch deep dive
Introducing The First AI Financial Advisor with Full-Context Reasoning Regulated by the SEC
Technical overview
How We Built the First AI Financial Advisor with Full-Context Reasoning Regulated by the SEC
PRODUCT UPDATE
Origin Launches AI Budget Builder: A Smarter, Simpler Way to Take Control of Your Money
Download Origin
Join 100k+ users for only $1 for 1 year.