Portfolio Analysis Powered by AI

Link multiple brokerage accounts with Magnifi

Portfolio Analysis Powered by AI

Take your investment management to the next level.With Magnifi, now you can see all your investments in one view, including Fidelity, Robinhood, Schwab, E*Trade, and other popular brokerages.

“Do I have any hidden risk?”

How do you know if you’re too concentrated in a popular stock like Tesla (TSLA), or a whole sector like Technology? With AI portfolio analysis, you just have to ask.
Magnifi app with Linked Investment Accounts

“Do I pay too much for my mutual funds?”

Did you know over 50% of large-cap funds charge at least 0.70% in fees, costing thousands each year? With Magnifi, now you can know exactly how much you pay and how to reduce your costs.
Do I pay excess fees? Collectively, you pay $132.35 in fees annually on the $17.5K you have invested in funds. Over the course of 20 years, this could cost you $2,647. The biggest portion of these fees comes from TGWIX which charges a 0.85% fee annually and costs you $63.75 per year.

“How can I see how much Nvidia I own?”

Which stocks are up? Which companies are down? With Magnifi, now you full visibility of what you own — as individual stocks and indirect ownership within an ETF or mutual fund.
How much NVDA do I own? I took a close look at your portfolio to check your NVDA exposure. You have a 2.09% ($251.76) exposure to NVDA indirectly through VTI, QQQ, SPY, and ROBO.

“Am I outperforming the S&P 500?”

Magnifi helps you monitor the performance of your entire portfolio, even across multiple investment accounts. Now you can easily stay up to speed on market activity and how your investments stack up.
How’s my portfolio doing? Your cumulative return since inception is 296%. Am I outperforming the market? So far today, your combined portfolios have returned 1.21%, which is 0.87% more than the S&P 500’s return of 0.34%.

Analyze your portfolio today.

Uncover hidden risks, fees, and opportunities. Then stay on top of your investments with AI-powered insights in one whole view.

How else will you ask Magnifi to help manage your portfolio?

Can I monitor my Roth IRA?Am I paying excess fees?How can I monitor a 401(k) from my employer?How much Apple do I own?How do I know if I’m exposed to Tesla (TSLA)?Can you help me invest in line with my portfolio?Can you show me news about the companies in my investment portfolios?Am I holding onto losing stocks in any of my investment accounts?What’s my best performing stock?
Investor: I think I need to diversify my portfolio... what do you think? Magnifi: Let’s take a look! You’re currently invested in 85% technology equities. Let’s find the best way to diversify those investments based on your goals.Investor: When should I invest in MSFT? Magnifi: Let's take a look at the trend of this security in order to make an educated decision on how to act. I analyzed the returns of MSFT, and looks like it's trending down in the last 3 months. Here is a chart that shows the performance of MSFT since August 2022:

Try AI-assisted investing

  • AI-powered insights across all your investment accounts
  • Pro-level investment analysis
  • Visibility to hidden risks, fees, and growth opportunities
  • Support for 200+ of the most popular investing and retirement accounts including Robinhood, Fidelity, TD, Schwab, and more
  • Commission-free trading, so you can invest at your own speed
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Questions?

With Magnifi’s portfolio analysis tool, you can perform an overall portfolio comparison between accounts you may have with brokerages like Fidelity and Robinhood. Discover first hand if you hold too much Tesla (TSLA) or Nvidia (NVDA) at the tap of a few buttons. Become your own fund manager with top of the line investment tools once reserved for the biggest hedge funds in the world.
Fees are often something investors overlook, which can really cut into your investment returns. With Magnifi, you’ll have full transparency on all the investment fees you may be paying, but weren’t thinking about before. This revolutionary new AI-powered portfolio analysis tool allows you to be in total control of your investments across your Schwab, Fidelity, TD Ameritrade, and Robinhood accounts.
Using AI, investment management just became a whole lot easier. To make the most of your new AI portfolio analysis tool, simply link all your outside investment accounts to your Magnifi account to have the power to analyze all of your investments, not just those you have with Magnifi. Once you link your portfolios, you can then ask questions like, “Am I paying too much in excess fees?” or “What sector am I invested in the most?” and Magnifi’s AI tool will analyze your investment portfolios and highlight your asset allocation across multiple accounts.
The short answer? Yes. Using this AI investment analysis tool you can now have a top down investment strategy by being able to analyze all your investment portfolios in one, centralized location. Magnifi’s powerful AI portfolio analysis will guide you to making better investment decisions, as well as help you better manage your risk, so you can make the most of your money. Before, this level of portfolio analysis could cost investors hundreds, if not thousands, of dollars a year. With Magnifi, that cost is cut dramatically. Same powerful tool as some of the big guys for a fraction of the price.
“Am I over exposed to the technology sector?” In seconds, you’ll have your answer. It works with individual stocks, as well as sectors. Wondering if you’re over-allocated to a volatile stock such as Tesla or Nvidia? Wonder no more with total control of your assets using this new AI investment tool and portfolio analysis. Take the guesswork out of investing and come up with an investment strategy that better aligns with your financial goals.
With just a few clicks, your various investment accounts will be linked to Magnifi in no time. Before you know it, you’ll be running a hedge fund like portfolio analysis just like the pros. Tools once reserved for shops like Citadel or Goldman Sachs can now be in the palm of your hand. Magnifi’s portfolio analysis tool can help you maximize your portfolio returns, better manage your risk, and ultimately help you achieve your investment objectives.
With all the buzz around AI stocks rippling through the market, many investors want to know if they have enough exposure to these surging stocks. Simply ask Magnifi to analyze if you have AI stock exposure across your various investment portfolios and quickly find your answer. By asking Magnifi’s portfolio analysis tool to identify exposure to the AI industry, you’ll know with the tap of a few buttons just how much money you have invested in artificial intelligence stocks. This also works for other stocks and sectors, such as energy, consumer staples, financials, and more.
Mutual Funds and Exchange Traded Funds (ETF’s) 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.

Indices are unmanaged and investors cannot invest directly in an index.

The Standard & Poor's 500 (S&P 500) Index is a free-float weighted index that tracks the 500 most widely held stocks on the NYSE or NASDAQ and is representative of the stock market in general.  It is a market value weighted index with each stock's weight in the index proportionate to its market value.

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.