
Monetization
No App Store revenue (monetizes off-store)- Ads / branded ~100%
App Details
Pulled from the App Store- Current Version
- 4.9.1
- Released
- Feb 2, 2023
- Last Updated
- Jun 11, 2026
- File Size
- 78.4 MB
- Required OS
- 15.6
- Content Rating
- 4+
- Category
- Finance
- Price
- Free
- Currency
- USD
- Languages
- English
- Developer
- Origin Financial
What's new in v4.9.1
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 to
Fun Numbers - share these
12-Month Revenue Trajectory
Modeled from grossing rank, app score, and update cadence. Hover any point to see the value. Real growth depends on retention, marketing, and seasonality.
Rating Distribution
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