Magnifi

Get personalized investment advice and guided plans, plus whole-portfolio tracking and conversational assistance, to make informed investment decisions.
Investment Management AI-powered Financial Planning Portfolio Optimization

Magnifi is an AI-powered investment tool that offers guided plans, portfolio management and conversational advice to help you make the best investment decisions. It integrates with a range of brokerages, including Robinhood, E*TRADE and Charles Schwab, so you can track and optimize your investments across multiple accounts.

Magnifi also offers a range of features to help you invest:

  • Guided Goal Planning: Set financial goals and Magnifi will help you create a plan to achieve them.
  • Conversational Assistance: Get unbiased AI advice on your investment questions and decisions.
  • Natural Language Investment Search: Search and compare investments with conversational queries.
  • Commission-Free Brokerage: No underlying fees or payment for order flow.
  • Whole-Portfolio Tracking: See and manage all your investments in one place.
  • High-Yield Savings Accounts: Earn interest on uninvested cash.

The AI technology helps you in a number of ways, including:

  • Personalized Investing: Understand your investing personality and get advice tailored to you.
  • Hidden Risk Detection: Get alerts on potential risks and opportunities in your portfolio.
  • News and Trend Updates: Stay up to date on market activity and trends.

Magnifi uses a simple flat-rate subscription model, with no fees for order flow or asset management. You can subscribe monthly for $11 or annually, whichever you prefer.

Security is a top priority, with integration with industry-leading technology partners like Plaid, Apex and Okta to protect your financial data.

Magnifi is for new and experienced investors alike, with tools to help you manage and optimize your investments. You can link your bank accounts to transfer funds and start investing. You can withdraw funds at any time, with a five-business-day delay for recent deposits.

Magnifi is available as a mobile app for Apple and Android devices, so you can take the power of AI-assisted investing with you.

Visit the Magnifi website to learn more and start investing today.

Published on August 4, 2024

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