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:

Magnifi app screen showing linked investment accounts from Robinhood, Etrade, and Ameritrade

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.

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’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?

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

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%

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