Magnifi

Magnifi is an AI investing app for research, planning, and trading in one place. A conversational assistant answers questions about stocks and funds, helping you compare options and spot risks. You can link outside brokerage accounts like Fidelity, Robinhood, and Schwab to see your full portfolio on one dashboard. Magnifi also runs its own commission-free brokerage for US investors. Tools like the portfolio health score and fee auditor flag hidden overlap and costly funds. Check magnifi.com for current features, eligibility, and disclosures.

Key Features

1. AI Investing Assistant

Ask questions in plain language about holdings or ideas, and the assistant gives data-backed answers with context.

2. Unified Portfolio Tracker

Link accounts from major brokerages to view allocation, performance, and net worth across everything at once.

3. Portfolio Health Score

Get an instant diagnostic of your diversification and volatility to judge how healthy your investments look.

4. Hidden Risk Analyzer

Scan mutual funds and ETFs to uncover overlapping stocks and concentration risks you might miss.

5. Fee Drag Auditor

Spot high-fee funds and compare them with low-cost alternatives to see the impact on long-term returns.

6. Commission-Free Brokerage

Trade from a marketplace of 15,000+ stocks and funds directly in the app, including fractional shares for US investors.

7. Market News and Alerts

Follow breaking news, earnings, and analyst upgrades tied to your watchlists and holdings in real time.

Frequently Asked Questions (FAQ)

What is Magnifi used for?

Magnifi is used for AI-assisted investment research, portfolio tracking across brokerages, and trading. US investors can also trade commission-free through its own brokerage account.

Can Magnifi replace my brokerage?

It can, but many users keep their existing accounts and just link them. Linking gives you the full portfolio analysis without moving any money.

Can I trade retirement accounts in Magnifi?

No. The in-house brokerage only supports taxable accounts. IRAs and 401(k)s can be linked for portfolio analysis, but they cannot be traded inside the app.

How does the AI assistant help investors?

It answers questions about your holdings and investment ideas with data, replacing hours of tab surfing. You can ask about stocks, funds, exposure, and alternatives in plain language.

Which brokerages can I link to Magnifi?

Popular brokerages like Fidelity, Robinhood, and Schwab can be linked, so you see allocation, performance, and risks across all your accounts at once.

Is Magnifi only for US investors?

Trading through its brokerage requires US citizens over 18. The portfolio analysis tools work with linked accounts regardless of where you trade.

Conclusion

Magnifi suits investors who want AI help with research and a clear view of all their accounts. Its assistant, health score, and fee tools make analysis faster and less intimidating. Commission-free trading adds convenience for US users. Pricing is tiered, so check what each level unlocks. Read all disclosures on magnifi.com before investing any money.