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ToolTIFIN/10 trustMetrics-checked

Magnifi

An AI investing copilot that answers questions about your portfolio

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About

Magnifi is an AI-powered investing assistant from TIFIN that reviewers describe as a ChatGPT-style conversational layer over your brokerage accounts. You link your accounts, then ask plain-language questions about stocks, ETFs, and your holdings instead of digging through dashboards. The honest limitation: it's a paid subscription on top of your brokerage costs, and reviewers note it leans toward research and analysis rather than full trade execution, so check what it can actually do at your broker before paying.

What it can do

  • Conversational AI investing assistant
  • Portfolio analysis across linked accounts
  • Stock, ETF, and fund research
  • Market Q&A in plain language

Setup

  1. Create a Magnifi account on magnifi.com
  2. Link your brokerage accounts for portfolio analysis
  3. Choose a subscription plan (reviewers report roughly $11–14/month)
  4. Start asking the assistant questions about your investments

Prerequisites

US brokerage accounts to link; paid subscription (roughly $11–14/month per reviewers)

Use cases

Ask plain-language questions about stocks, ETFs, and market movesAnalyze holdings across linked brokerage accounts in one viewResearch investment ideas conversationally instead of screening manually

Works with

Trust score — 6/10

/10 trustMetrics-checked

Scored 6/10 (metrics tier, metrics-v1). Evidence: TIFIN-backed consumer app with ongoing reviewer coverage; Feature set confirmed via multiple independent reviews; Proprietary; no public code or API docs. License: Proprietary commercial product; paid subscription..

How the trust score is built

Full methodology →
Adoption · stars/downloads, log-scaled vs peers
6.0/10
Maintenance · recency, releases, issue load
7.0/10
Openness · license + docs
3.0/10
Manual review · sanity read + red-flag check
6.0/10
  • · TIFIN-backed consumer app with ongoing reviewer coverage
  • · Feature set confirmed via multiple independent reviews
  • · Proprietary; no public code or API docs

Sources

Every fact above was checked against these sources. Where a claim comes from the provider and couldn't be independently verified, the text says so.