Magnifi Alternatives

If you're looking for another Magnifi alternative, Pluto is definitely worth a look. Pluto offers a smart portfolio manager and real-time market data to help you make investment decisions. It uses AI to answer your questions in real time, sourcing answers from more than 40 sources like Zacks and Market Watch. You can connect all your financial accounts for a unified view of your portfolio and get portfolio optimization advice.

Another contender is Investipal, which offers a personalized portfolio management experience. It includes a personalized portfolio assistant, detailed portfolio analytics and AI-driven optimization. Investipal connects to hundreds of brokerages so you can easily link and manage your accounts in one place. The company also prioritizes user data security with fully encrypted systems and a minimal data collection approach.

If you want to make tax-smart investment choices, Mezzi is an interesting option. Mezzi consolidates multiple investment accounts into one view and offers AI-driven advice to optimize your portfolio, cut fees and make tax-efficient choices. It also has tools like personalized portfolio rebalancing, tax-loss harvesting and repurchase alerts.

Last, FinChat stands out with a built-in research platform that combines institutional-grade financial data with conversational AI. It offers vetted financial data from human analysts and sophisticated data visualization. With access to detailed financial information on more than 100,000 publicly traded companies around the world, FinChat offers powerful tools for investors who want to do their own research.