Matt Watson

Financial advice has been broken for decades. We just fixed it. @useorigin is now the first AI financial advisor regulated by the SEC. * 95%+ cheaper than traditional advisors * Always-on, context-aware * Available to everyone The future of money is here. Check it out and let me know what you think :)

@rtiwary23 @useorigin Hey will you email me with specifics so we can sort out whatever issues you’re seeing? Matt@useorigin.com. Thanks for using the product and apologies for any issues!

@useorigin yo sharing some feedback. The app is beautiful, and the concept is great. However the assistant and categorization are so so bad that it'd be impossible to renew. It's confusing because it should have all the right context and still makes the most obtuse mistakes frequently

Gen Zers be like:

Hey Scott...appreciate the feedback and you taking the time to check out Origin. Fair point on the time ranges. Our default net worth view is 30 days today, and it automatically expands as you’re with us longer. The reason longer ranges look flat right now is that we’re constrained by how far back aggregators provide historical net worth data when you first connect accounts. That said, we’re actively building historical import so you can bring in past data and get a much more meaningful long-term view from day one. Shoot over more feedback as you continue to use the platform!

@useorigin if you click 3M it isn't much better because it just shows when you joined.

all of @useorigin 's chart's are useless and look like this and default to 1 week. Default views need to be at least 90 days, obviously my net worth has changed very little over 7 days, 2 of which were the weekend.

🤝🙏🤝🙏🤝🙏 Much more to come @jona_s_c !

@Chassdesk @useorigin hell ya! thanks sir

@_M_Watson @useorigin I am sure contributing to that on a daily basis! What a killer product with tons of room for improvement and features.

We're now over 60,000 financial questions answered on @useorigin since we launched our AI advisor two weeks ago. Nothing better than seeing feedback like this

The more the AI slop, the more important the UI @useorigin design team is 🔥

Really appreciate the feedback here. Keep it coming as you get further into the product. We have some work to do on importing data for our pro-users (appreciate you flagging)! And please do create a trust. If it doesn't suit you/you don't like the process just ping me and we'll refund you.

@useorigin Thanks! I am really liking it now that I understand it better. This was off the cuff from first impression, I will have better feedback as I use it more

I really want to like @useorigin it's the right level of detail I want about my finances, and the AI seems decent. it's not over-complicated, and the stuff shown is what I'd expect to see (just simple tables of data) I'm struggling to get set up though. things I've hit: * The CSV import is very basic. the columns have to be in the exact order it expects. worse, when it fails to import, the UX is awful. it shows a generic error as if the server is down. turns out I had the columns wrong * you can't turn a manual account (created via CSV) into a "linked" one which syncs transactions. I have 10 years worth of data. don't care about >3 yrs, but I'd like to keep the last 3 years of data at least * you can't delete the builtin categories. you can "archive" them but I just hate this kind of thing. I want to trim everything down to just what I want (I only use ~6 categories) * I added my mortgage account but it simply doesn't show up anywhere. there is spending/invest/equity sections, but where to liabilities go? it's not even in spending: I can't filter by this account. where did it go? in forecast there is a "liabilities" row but it's not even there. but the AI is aware of this account! * I need to setup a trust but it wants me to pay $300 upfront. the price is too good to be true, it needs to do better at building trust before asking me to pay. how do I know it's going to do a good job? * Small thing, but I really like being able to see a running balance when viewing transactions for an account (also, make it easier to view a specific account) * The equity feature, which is something I thought my be cool to have in the same place as my other finances, is very basic. doesn't make it easy to handle refresh grants and a lot of other complex stuff I like a lot of it, but I wish the core features were more mature. will be keeping an eye on it

@raveeshbhalla @meetgranola @joinrosebud @WisprFlow @macrofactorapp @useorigin @snipd_app @vetted_ai @NotebookLM appreciate the love! 💪💪

@branmcconnell @copilotmoney 🫡🫡🫡 thank you!

This is the first app I’ve tried that might actually dethrone @copilotmoney for budgeting and tracking. Really looking forward to having a fully integrated AI financial advisor. Only $1 for the first year ain’t bad 👀 useorigin.com/referral?refer…

@bradwrage @useorigin @bradwrage going to make a change here. tks for flagging!

Nav UI is so small @useorigin 😭

@alikhvni @mal_shaik @useorigin soon soon :)

@mal_shaik so far @useorigin's ai advisor comes kinda close to this? i could see these becoming features down the line

who's building a banking app that actually helping their users and i dont mean just budgeting or tracking subscriptions > suggesting investing strategy based on the users income and spending > auto-saving based on your actual behavior not arbitrary goals > negotiating your bills without you lifting a finger > finding best credit cards for what you most spend on there are some apps (like rocket money) that do part of this but i feel like there has to be something better out there. what is it?

Steadfast in your vision, flexible in your approach. and congrats @crazyfoo on joining as Exec Chair!

Calling all product and design leaders! We are offering a $10,000 referral bonus if you introduce us to someone we end up hiring for one of the roles below. We are wrapping up our best year ever at @useorigin and are looking for exceptional people to join our team in Boston. At Origin we are building the first AI Native Financial Advisor. We grew our consumer base more than 10x this year, and we are looking for gritty, intellectually curious, and tenacious builders to help us grow into a national leader in financial services. We are now hiring for several key roles as we continue to build a world-class product organization: * VP of Product * Head of Product (2) * Principal Product Designer These are high-leverage roles that will shape the future of how millions of people manage their money. We are looking for people who are scrappy, curious, and energized by building something new. If that sounds like you or someone you know, I would love to talk.

Added the tiniest bit of friction to our application process. Has made my life so much easier.

@burntout_autist @useorigin Ping me. Happy to grandfather you in

@useorigin literally not even a month right after i joined yall started the $1 for a year discount. *sigh* switching to quicken because they’re cheaper for similar features

Love when I can copy past the same message to the @useorigin team 3 weeks in a row :)

@pitdesi This is me🤣. Fixing my 911 -- would've cost me a few k at the shop. Was able to replace the broken alarm/security system in a couple hours thanks to mechanicGPT

This billboard makes me pause every time I drive past it. I don't know what it means but it's weirdly effective in getting me to notice it.

@wwwillliammm @useorigin 👀👀👀

@useorigin some kind of review or read/unread feature for transactions please 🙏🙏🙏🙏

😤 😤 😤

game recognize game. The design team at @useorigin cranks

@harshacharya @useorigin We're working on a fix for that now! Will ping you when it's live. Appreciate you checking out the product.

@_M_Watson @useorigin I’d love to use the AI features but they are currently useless because Origin isn’t able to classify vanguard Mutual Funds and ETF assets. Ends up putting them in “other” category and then all the answers based on that classification are flat out wrong