Magnifi: Invest with AI

Magnifi is an AI investing app and portfolio tracker designed to help you plan, invest, and optimize your wealth. As a conversational AI for portfolio questions, Magnifi helps you research faster, manage multiple brokerage accounts, and make smarter decisions in one place. When your assets are scattered across different platforms, you miss critical blind spots. Magnifi connects popular brokerages like Fidelity, Robinhood, and Schwab, serving as a unified stock tracker and portfolio analyzer. Get the full picture of your finances and uncover risks you didn't know existed. Core Features: • Unified Portfolio Tracker: Securely link all your brokerages to a single dashboard. Track your total asset allocation, stock performance, and net worth seamlessly. • Portfolio Health Score: Get an instant diagnostic of your diversification, volatility, and overall investment health. • AI Investing Assistant: Leverage a natural-language assistant for holdings, exposure, and investment queries. Use our investment search engine to ask questions, run a stock analysis, or find ETF alternatives. • Hidden Risk Analyzer: Scan your mutual funds and ETFs to uncover hidden stock overlaps and dangerous concentration risks. • Fee Drag Auditor: Spot high-expense funds and stack them against low-cost alternatives to compare historical returns net of fees. • Market News & Catalyst Alerts: Follow the breaking news, earnings reports, and analyst upgrades that specifically impact your linked stock tracker watchlists and holdings. Pricing: Start for free. Connect your accounts, track your full portfolio, and access basic AI investing insights with no hidden charges. Upgrade to Magnifi Premium for $8.25/month (billed annually) or $14/month (billed monthly) to unlock portfolio forecasting, advanced stock analysis, and unlimited scenario testing. 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. For terms and conditions, please visit: https://tifin.com/terms-conditions/