Magnifi: Invest with AI
AI Portfolio Tracker & Planner
Stop guessing and start optimizing. Connect your accounts to get a personalized Portfolio Health Score, spot hidden risks, and research stocks with AI.
Meet your new AI-powered investing companion. Magnifi acts as your conversational AI for portfolio questions, helping you research faster, manage multiple brokerage accounts, and make data-driven decisions in one centralized dashboard.
When your investments are scattered across multiple apps, you cannot optimize what you cannot see. Magnifi connects popular platforms like Fidelity, Robinhood, and Schwab to give you total visibility and institutional-grade analytics.
What You Get:
• Unified Account Dashboard: Securely link all your brokerages and retirement accounts to track your total net worth and asset allocation in one place.
• Portfolio Health Score: Generate an instant diagnostic of your overall strategy and uncover where your portfolio needs attention.
• Conversational AI Research: Leverage a natural-language assistant for holdings, exposure, and investment queries. Ask plain-English questions to test how a new stock or ETF fits your strategy before you trade.
• Hidden Overlap Analysis: Automatically scan scattered mutual funds and ETFs to catch duplicate stock holdings and eliminate concentration risks.
• Fee Drag Auditor: Instantly spot high-expense funds quietly eating away at your compounding returns and compare them against low-cost alternatives.
• Real-Time Catalyst Tracking: Cut through daily market noise. Track the breaking news, earnings dates, and analyst upgrades that directly impact your specific holdings.
Pricing:
Start for free. Connect your investment accounts, see your full portfolio, and get clear insights with no hidden charges. To take your strategy further, upgrade to Magnifi Premium for $8.25/month (billed annually) or $14/month (billed monthly). Premium unlocks unlimited access to portfolio forecasting, scenario testing, and advanced research.
Disclosures:
Magnifi LLC does not charge advisory fees or transaction fees for non-managed accounts. Please see Magnifi's Form ADV for additional information about fees and charges that may apply. Mutual funds or ETFs may have additional fees or expenses. You should review the fund's prospectus before investing. While Magnifi does not charge commissions or fees on stocks, ETFs or mutual funds, the custodian of your account may charge separately for certain services. Any custodial fees or charges are contained in your customer account agreement.
Opinions expressed herein are solely those of Magnifi LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.
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