Origin: AI Budget and Trackv4.12.0

What changed

• New featureNew AI Chat for personalized financial advice and decision support.
• New featureInstant AI insights into financial changes and trends.
• ContentPersonalized Daily Market Briefing delivered to the dashboard.

Original release notes

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.