If you want a broad platform to monitor and manage your investments, Magnifi is a good option. The AI-powered investment app connects to several brokerage accounts like Robinhood, E*TRADE and Charles Schwab so you can monitor and adjust investments across multiple accounts. With tools like guided goal planning, personalized investing and high-yield savings accounts, Magnifi is designed to be safe and easy to use. The app is available on Apple and Android devices, so you can keep tabs on your portfolio wherever you are.
Another good option is Monarch, a more mature financial management app. Monarch offers tools for monitoring accounts, tracking spending, evaluating investments and creating financial plans. It's got AI-powered transaction rules, flexible budgeting and investment tracking with historical performance and allocation. The app also offers secure collaboration and a customizable dashboard, so it's good for both beginners and more experienced investors.
Mezzi is designed to consolidate multiple investment accounts into a single view, with AI-powered suggestions to help you optimize your portfolio. It's got tools like personalized portfolio rebalancing, tax optimization and market analysis. Mezzi protects privacy and uses encryption, and offers a free plan and a premium Autonomous Wealth plan for $9.99 a month. It's a good option for people who want to keep their investment accounts in one place and make tax-smart decisions.
For a more diversified investment experience, Public offers a platform to invest in a broad range of assets, including stocks, bonds, options, crypto, ETFs and music royalties. Public has no commission fees for options trading, a high-yield cash account and AI-powered insights. The app is designed to be easy to use and secure, with membership in FINRA and SIPC insurance, so it's a good option for investors who want to spread their investments around.