Pricing.

AnnualMonthly
FREE
$0
Investment account overview & summary
Portfolio performance analysis
Risk & exposure analysis
Holdings & security details
Investment discovery & recommendations
Personalized goals
Virtual portfolios & simulations
Commission-free trading
SAVE OVER 40%
PREMIUM
$99/year
Everything in Free, plus:
Scenario analysis and portfolio impact assessments
Portfolio forecasting with predictive modeling
Advanced personalized investment guidance and decision intelligence
Weekly summaries with smart health-check score follow-ups
Premium licensed and proprietary research integrations for deeper insights

Compare features across plans.

FREE
PREMIUM
Scenario Testing

Ex: "What would happen to my portfolio if NVDA dropped 10%?"

Hypotheticals

Ex: "How profitable would it have been if I invested in VOO and AAPL last year?"

What Ifs..

Ex: “What happens to my portfolio if the price of oil drops 20%?”

Portfolio Forecast

Ex: "What is my portfolio expected to return?"

Position Forecasts

Ex: "Which of my stocks has the lowest expected return?"

Outlooks

Ex: "Which of my positions have the best outlook?"

Premium Research

Ex: "What are Moby’s recommendations?"

Latest Recommendations

Ex: "What are the latest recommendations across my subscriptions"

Holdings Overlap

Ex: "Have any research subscriptions talked about my holdings?"

Ongoing Guidance

Ex: "What’s my portfolio health?" → "How can I improve?"

Portfolio Performance

Ex: "How can I improve my portfolio’s performance?"

My Weekly Recap

Ex: "Share my weekly recap"

Decision Support

Ex: "Should I sell SOFI?"

Holdings Analysis

Ex: "What are the tech stocks with dividends in my portfolio?"

Security Research

Ex: "What are the latest analyst ratings for GOOGL?"

Security Search

Ex: "Show me funds exposed to cybersecurity"

Security Analysis

Ex: "Upcoming earnings for JNJ."

Portfolio Analysis

Ex: "How is my portfolio doing this week?"

Portfolio Balance

Ex: "What is the balance in each account?"

Weekly Portfolio Summary

Ex: "See my weekly portfolio summary."

Portfolio News

Ex: "What’s the latest on my portfolio?"

Portfolio Health Check

Ex: "What’s my portfolio health score?"

Portfolio Performance (Benchmark)

Ex: "How does my portfolio perform against the S&P?"

Goals

Ex: "Am I on track to retire?"

Portfolio Dividends

Ex: "What’s my portfolio’s dividend income?"

Virtual Portfolios

Ex: "View virtual portfolios."

Risk Assessment

Ex: "What’s my Risk profile?"

Portfolio Risk Breakdown

Ex: “Where is the risk coming from in my portfolio?”

Portfolio Aggregate Ratios

Ex: "Rank my holdings by highest Sortino ratio."

Portfolio Exposure

Ex: "What is my portfolio’s exposure to AI?"

Portfolio Fees

Ex: "Which of my holdings have the highest fees?"

Advisory services are offered through Magnifi LLC, an SEC Registered Investment Advisor. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State where notice-filed or otherwise legally permitted. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Moreover, this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

Magnifi Holdings Inc. (and/or its affiliates) does not claim any partnership, endorsement, or affiliation with any brands, businesses or companies named or referenced on magnifi.com or any affiliated site, unless otherwise indicated.

Client testimonials provided may not represent the experience of other clients and are not a guarantee of future performance or success. Clients of Magnifi have an incentive to promote its services. There was no compensation provided for testimonials.

Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.

Mutual Funds and Exchange Traded Funds (ETFs) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

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