AI Portfolio Analysis & Investing Tools
Search, analyze, and manage your investments with an AI stock advisor.
ANALYZE
Complete AI Portfolio Analysis
Magnifi's investing AI tools analyze your linked accounts to find concentration risks and diversification opportunities, helping you make data-driven decisions.
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MANAGE
Manage Risk with AI Investing Tools
Get a personalized portfolio health score. The AI investment assistant flags risks in your holdings so you can proactively address them.
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RESEARCH
Your Personal AI Stock Advisor
The platform processes financial data and news to show real-time market sentiment and technical trends.
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SEARCH
Discover Opportunities with Investment AI
Use natural language search to find stocks, ETFs, and mutual funds that align with your specific financial goals.
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PLAN
Goal-Based Planning & AI Investment Advice
Calculate the probability of hitting your financial milestones. Map out strategies for retirement, education, or major purchases using our goal-tracking tools.
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Frequently asked questions
Link your outside investment accounts to Magnifi so the AI can analyze your complete financial picture. You can ask questions like, "Am I paying too much in fees?" or "What is my sector allocation?" to get real-time analysis across your portfolios.
Magnifi's AI investment tools aggregate your accounts from brokerages like Schwab, Vanguard, and Robinhood. The platform scans your holdings to show your expense ratios and management fees so you can optimize your costs.
Ask your AI stock advisor, "Am I overexposed to the technology sector?" Magnifi analyzes your linked assets to show your exact allocation, helping you identify concentration risk.
Yes. Ask Magnifi to identify your current exposure to specific industries, such as artificial intelligence, renewable energy, or consumer staples. The platform calculates how much capital you have allocated to these trends across all your linked portfolios.
Magnifi's planning tools track progress toward milestones like early retirement, a down payment, a college education, or an emergency fund. The AI calculates the probability of reaching your target based on your current trajectory and risk tolerance.
No. Magnifi acts as a data-driven investing assistant that highlights portfolio risks and suggests goal-based strategies based on your inputs and market data. All investing involves risk and possible loss of capital. Magnifi's tools help you make informed decisions, but the final choice always rests with you.