Finance Freemium

Magnifi

Connect portfolios and research, compare, and trade investments with AI guidance

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PricingFreemium
Starting price$14/mo
Free planYes
Free trialNo
APIUnknown
Open sourceNo
DeploymentCloud
Last verifiedAugust 1, 2026
Overview

Tool overview

Magnifi is listed under Finance AI tools.

Summary

What is Magnifi?

Magnifi is an AI-assisted investing platform for searching, comparing, analyzing, and trading stocks, ETFs, and mutual funds. Users can connect external brokerage accounts, view portfolio risk and exposure, run simulations, research opportunities, and upgrade for forecasting and scenario analysis.

Best fit

Best for

Individual investors seeking an AI-assisted portfolio and research workspace

Audience

Who is it for?

Self-directed investorsETF and mutual-fund investorsPortfolio trackersGoal-based long-term investors
Recommendation

Decision note

Confirm brokerage compatibility, custody and trading terms, advisory disclosures, included Premium limits, account security, data retention, fund and custodian fees, annual billing, cancellation, and suitability for the investor.

Capabilities

Key features

Conversational investment search and comparison

Connected portfolio overview and risk analysis

Stocks, ETFs, and mutual-fund research

Virtual portfolios and investment simulations

Scenario analysis and portfolio-impact assessment

Commission-free trading for supported securities

Workflows

Use cases

Reviewing holdings across brokerages

Finding investment opportunities by goal

Testing portfolio changes before trading

Monitoring market and portfolio risks

Strengths

Pros

  • Ongoing free plan for core portfolio tools
  • Premium pricing is publicly documented
  • Native iOS and Android applications
Considerations

Cons

  • AI analysis cannot predict investment outcomes
  • Premium research requires a subscription
  • Brokerage and fund fees may still apply
Considerations

Limitations

Magnifi analysis can be incomplete, delayed, biased, or unsuitable for an investor. Users must verify security data, fees, tax effects, risk, account permissions, suitability, and every trade with current disclosures and qualified advice where needed.

Cost

Pricing details

Pricing modelFreemium
Starting price$14/mo
Free planYes
Free trialNo
Pricing context

Billing options

Monthly subscriptionAnnual subscriptionFree plan
Pricing context

Pricing note

Free includes connected-account views, portfolio performance, risk and exposure, discovery, virtual portfolios, and supported commission-free trading. Premium costs $14 monthly or $99 yearly, equivalent to $8.25 monthly on annual billing. A current formal free trial was not confirmed.

View official pricing
Compatibility

Supported languages

  • English
Connectivity

Integrations

Fidelity

Robinhood

Charles Schwab

External brokerage accounts

Specs

Technical details

PlatformsWeb, iOS, Android
Multilingual supportUnknown
Login requiredYes
Open sourceNo
DeploymentCloud
CompanyMagnifi LLC
Launch year2020
Models / versionsMagnifi AI investing assistant
Editions / plansFree, Basic, Professional, Organization, and Custom plans
Data confidenceHigh
Last verifiedAugust 1, 2026
Documentation → Data source →
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Answers

Frequently asked questions

Magnifi is an AI-assisted investing platform for searching, comparing, analyzing, and trading stocks, ETFs, and mutual funds. Users can connect external brokerage accounts, view portfolio risk and exposure, run simulations, research opportunities, and upgrade for forecasting and scenario analysis.
Individual investors seeking an AI-assisted portfolio and research workspace
The listed pricing model for Magnifi is freemium. Pricing can change, so users should verify the latest plan details on the official website.
The current profile does not indicate an available free trial. Check the official website before purchasing.
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