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Magnifi

AI-powered investing assistant for research, planning, and portfolio management
Finance
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Magnifi

DEVELOPER
Magnifi
WEBSITE
SOCIAL
NETWORKS
SUPPORTED
PLATFORMS
STARTING PRICE
From $8.25/mo (billed annually) or $14/mo
FREE TRIAL
Yes
PRICING TYPE
Freemium, Subscription
CARD REQUIRED
BEST FOR
Personal
SUPPORTED
LANGUAGES
EN
+ N more
See all
AI TEHNOLOGIES
Description

Magnifi is an AI-powered investing platform that enables individuals to research, plan, and manage investments through a conversational interface. The platform combines a natural language investment search engine, an AI assistant, and commission-free trading tools in a single product accessible via web and mobile.

Users can search across a universe of 15,000+ stocks, ETFs, and mutual funds by typing plain-English queries such as themed or factor-based investment criteria. The AI assistant interprets these queries semantically, returning ranked and evidence-based results without requiring financial jargon or ticker knowledge.

A core capability of the platform is cross-account portfolio linking. Users can connect multiple brokerage accounts from providers including Fidelity, Robinhood, and Schwab to view consolidated holdings, detect concentration risks, and monitor overall portfolio health in one place. Portfolio health checks, scenario testing, and forecasting tools support ongoing analysis and decision-making.

Magnifi is available at no cost for basic investment browsing and account connectivity. A premium subscription unlocks the full AI assistant, deeper research capabilities, portfolio forecasting, and personalized market alerts. A 7-day free trial is available for the monthly plan. The platform is designed for both new investors seeking guided research and experienced investors managing multiple accounts.

Use cases
  • Searching for ETFs and mutual funds using natural language and thematic investment queries
  • Connecting multiple brokerage accounts to monitor unified portfolio exposure and concentration risk
  • Using the AI assistant to ask investment questions and receive ranked, data-backed fund recommendations
  • Running portfolio health checks to identify hidden risks and evaluate current asset allocation
  • Comparing investment options side-by-side using relevance scores and customizable criteria
  • Placing commission-free trades in stocks, ETFs, and mutual funds directly within the platform
  • Building and testing portfolio scenarios to analyze the impact of new holdings or adjustments
  • Exploring thematic and ESG-focused investing opportunities from a curated fund marketplace
  • Setting personalized market alerts tied to individual portfolio positions and macroeconomic events
  • Accessing managed portfolios centered around specific investment themes for a hands-off approach
Features
Conversational AI assistant, Natural language fund search, Cross-account portfolio linking, Commission-free trading, Portfolio health checks, Thematic fund discovery, Scenario testing, Market alerts, Managed portfolios, Cross-account analytics

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