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