Using AI
For Investing

How’s the market performing? Compare Ai and BioTech thematics. Do I have any hidden risk? What’s the difference between a mutual fund or an index fund? Top performing sectors this month. Should I invest in gold?  Explain shares vs stocks. What can I invest in with an IRA?

Using AI
For Investing

From basic investing terms to performance analysis, goal planning, and risk assessment, Magnifi uses cutting-edge conversational AI, including GPT-4, to simplify investing for us all.Now finding, buying, and managing your investments is as simple as texting.

“How can I
invest $1,000?”

With an AI investing assistant you can start investing
with almost any amount of money. Then get AI guided
investing recommendations to make the most of your
investment, whether you’re a new investor or experienced.
Investor: How can I invest $1,000? Magnifi: I can help you build a multi-asset diversified portfolio or start investing for financial goals, like early retirement. This can take as little as 5 minutes.
Start with a basic portfolio: SPY SPDR S&P 500 Trust, BND Vanguard Total Bond Market, EFTA iShares MSCI EAFE
Invest towards a goal: Buy a house, Emergency fund, Payoff a mortgage, Dream vacation, Retirement, Charitable donation, College fund, Buy a second home, Start a business

“Help me plan for
my financial goals”

Set your sights on what matters. Magnifi can help you make
a plan, understand your investing potential, and then get a
personalized portfolio that’s optimized for your goal.
Investor: Can you help me plan towards buying a house? Magnifi: Sure! First, I’ll need you to answer some questions about your household and finances. How much have you already saved towards your down payment? $10,000
Investor: Can I retire early? Magnifi: Chart showing projected growth of retirement savings
Investor: Show me a portfolio that can increase my odds. Magnifi: SPY SPDR® S&P 500 ETF Trust 65% IEFA iShares Core MSCI EAFE ETF 30% iShares Core MSCI Emerging Markets ETF 5%IEMG

“How can I see my
investment risk?”

Whether you invest directly through Magnifi or connect your
Robinhood, E*Trade, and other brokerages, Magnifi can help
you find hidden opportunities and even alert you to high risk,
unnecessary fund fees, and more.
Magnifi app screen showing linked investment accounts from Robinhood, Etrade, and Ameritrade
Investor: How are my investments doing across my portfolio? Magnifi: Chart showing account value in 2023.
Investor: Help reduce my single stock exposure. Magnifi: Portfolio with GFI Gold Fields Limited Sponsored ADR Buy 65%, HL Hecla Mining Company Buy 25%, TFPM Triple Flag Precious Metals Corp. Buy 15%, PDI Northrim BanCorp, Inc. Sell 8%, GFI Gold Fields Limited Sponsored ADR Sell 8%

Use AI to invest today.

Analyze stocks, compare ETFs, build a personalized portfolio, all with Magnifi — your AI investing assistant.

What else can I ask Magnifi?

What is the difference between a stock, ETF, and mutual fund?How do I start a retirement fund?What can I invest in with an IRA?How much does it cost to invest in an ETF?How’s the market performing?Compare AI and BioTech stocksWhat’s my best performing stock?In an ETF the same as an index fund?What are the most popular sectors this month?Should I invest in gold?Can you help me start an emergency fund?
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:


“ChatGPT meets Robinhood? New investing app features AI-powered portfolio mentor”CNBC
Yun Li
Benzinga4.5 stars
Camille Cabrera
Fin vs. Fin
“Magnifi has helped me lower fees, increase interest earnings, and better align my investments with personal goals.”FIN VS FIN
Alex Goldberg


Using AI for investing makes it easier and more efficient to invest in stocks, mutual funds, and ETFs. AI can be used to identify patterns, trends, and correlations that are difficult for humans to detect. With an AI-powered investing app like Magnifi, investors can quickly analyze hundreds of financial data points to gain insights into company performance and potential investment opportunities. And with Magnifi, investors can even quickly build full portfolios based on their unique circumstances.
AI investing apps like Magnifi help you take the guesswork out of investing so you can make more informed investing decisions. Using an AI investing assistant reduces investment decisions based on emotion by providing you with always-on guidance and planning. Magnifi uses AI technology to analyze financial data as well as pro-level data from industry leading sources like Morningstar, Factset, Broadridge, and more to help you make confident, data-driven investment  decisions. As a result, AI can provide you with reliable information  for investing.
Because AI can ingest and interpret data with incredible speed, AI can be used to analyze your portfolio, including helping you evaluate risk,spot hidden fees, and understand performance across multiple brokerage accounts. An AI investing app like Magnifi tracks your investments, allowing you to understand your progress over time, and helps you see the holdings within your ETFs and Mutual Funds so you can get a full picture of your investments, and then take appropriate action based on that complete view of your portfolio. As an AI investing assistant, Magnifi can also help optimize your portfolio with personalized advice on asset allocation and rebalancing. With AI-powered portfolio management, you can make more informed decisions that help drive long-term profitability.
Magnifi uses AI to ingest hundreds of data sources including professional analysis from sources like Morningstar, Broadridge, Fred, and Factset as well as publicly available sources including fund prospectuses, company 10Ks, 10Qs, earnings reports, and more. Using real-time data, Magnifi can deliver insights on market trends and news including top performing sectors, themes, and individual securities as well as thousands of other performance, trend, and thematic analytics.
With modern technology, it’s now possible to not just help investors get access to the ability to make low cost trades, zero-commission investments, and fractional share trading. With AI we now have the technology to provide personalized investing guidance at scale. An AI investing assistant like Magnifi, therefore, can not only understand your investing goals, but then help you build and manage a personalized portfolio to pursue those goals. Plus, with Magnifi you can go further. Try asking Magnifi “Whats my investing personality” and Magnifi will ask you up to 10 questions that will help you understand who you are as an investor. Do you prefer high risk or low risk? Do you pursue investments that are traditional or seek new innovative companies? Do you like investments that match your personal values? Magnifi will help you find answers to these questions and help you find investments that match your personality, too.
Magnifi allows you to link to all your external investing accounts from over 200 popular brokerages including Robinhood, TD Ameritrade, Schwab, Fidelity, and more. You can even connect retirement accounts such as 401(K)s, IRAs, and other tax-advantaged accounts that you aren’t able to invest in directly with Magnifi. You can view your entire portfolio in one place. Using the power of AI, Plaid, and Magnifi's capabilities, you can analyze your portfolio performance, identify potential fees, look for hidden stock exposure, and more. To try it today, ask Magnifi to “Link an external investing account.”
AI-driven investing platforms like Magnifi can help investors plan for their financial goals. With Magnifi, you can plan for goals such as starting a business, buying a house, saving for college, saving for a vacation, and of course, saving for retirement.
Any type of investing activity carries some amount of risk. While AI can provide investors with valuable insights, it is important to remember that it does not guarantee profits. Investors can use tools such as diversification, fee-management, and long-term investing strategies to help offset any risk.
An AI investing app like Magnifi can help investors compare stocks or mutual funds. Magnifi allows you to compare stocks, ETFs, and other investments by factors such as volatility, returns, P/E ratio, expense ratio, turnover, Sharpe ratio, and other parameters.
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.

Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market.  They are methods used to help manage investment risk.

Rebalancing/Reallocating can entail transaction costs and tax consequences that should be considered when determining a rebalancing/reallocation strategy.