Magnifi
Conversational AI copilot to invest, analyze your portfolio and access 15,000 securities
Overview
Magnifi, built by TIFIN, is a conversational investment assistant powered by GPT-4 and proprietary financial models. Ask questions in plain English (Find me ESG ETFs with low expense ratios) and Magnifi returns personalized suggestions from 15,000+ securities (stocks, ETFs, funds). The platform includes an integrated broker (commission-free, Apex custody) to place orders directly, multi-account portfolio tracking via Plaid, and concentration-risk monitoring. The free plan offers navigation and education; the Personal plan ($14/month or $132/year, 7-day trial) unlocks advanced AI, portfolio forecasts and access to managed portfolios ($0.23%/year additional fee).
Magnifi is designed for US residents: its integrated broker (SIPC, FINRA-regulated) is not available outside the US, and no information confirms European availability for trading accounts. The multi-account portfolio analysis via Plaid can technically be used internationally for compatible brokers, but order execution is US-only. No public documented developer API. English-only interface.
Our verdict
Recommended for US beginner or intermediate investors wanting a simple conversational interface to explore funds and ETFs without technical expertise. Not for you if you are based in Europe (integrated broker access is impossible), are an active trader needing advanced real-time data, or require an API.