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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.

© 2026 Magnifi. All rights reserved. U.S. Patent No. 11,954,099. 1 Pennsylvania Plaza, 39th Floor, New York, NY 10119 | 2440 Junction Place, Suite 300, Boulder, CO 80301.

ANALYZE

Complete AI Portfolio Analysis

Magnifi's AI investing tools aggregate your brokerages into one dashboard. The platform runs automated risk and fee analysis across your connected accounts.

Complete AI Portfolio Analysis

Intelligent Portfolio Analysis, Engineered for Clarity

Magnifi's AI investing tools aggregate your brokerages into one dashboard. The platform runs automated risk and fee analysis across your connected accounts.

Multi-Brokerage Aggregation

Sync your taxable accounts, IRAs, and 401(k)s in real time. Magnifi acts as your central AI investment tool, rolling up your positions, cash, and asset classes to score your household net worth together.

Overlap & Hidden Risk Detection

Many ETFs share the same mega-cap stocks. Magnifi's portfolio analysis AI tool scans nested fund holdings to show single-stock concentration and unintended sector exposure.

Conversational AI Diagnostics

Ask natural-language questions like "What is my true dividend yield?" or "Am I defensively positioned?" and get answers based directly on your live holdings. This conversational approach makes Magnifi one of the best AI tools for investing, letting you interrogate your portfolio right in the chat.

How Magnifi Analyzes Your Portfolio

  1. Connect Your Brokerages Securely

    Link your accounts with read-only encryption. Magnifi reads your holdings to keep your AI portfolio analysis current automatically, but it cannot place trades through this connection.

  2. Automated Diagnostic Scan

    The platform maps underlying fund constituents, expense ratios, and historical volatility across every account to show overlap and fee drag.

  3. Actionable Adjustments

    The investing AI tools suggest alternatives to high-fee assets and provide rebalancing ideas for the accounts you already hold.

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Frequently Asked Questions About Portfolio Analysis

A portfolio analysis AI tool connects to your brokerage accounts to evaluate your investments using real-time market data. It identifies concentration risks, calculates your asset allocation, and checks for excessive fees across your holdings.

Magnifi has multiple tiers of access. You can test the conversational AI features before starting a premium subscription for multi-account analysis.

Magnifi offers a "look-through" analysis. It breaks down the individual stocks held within your mutual funds and ETFs to show your exact exposure to specific companies and sectors.

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