Magnifi is an AI-powered investing platform from TIFIN that lets self-directed investors search, compare, and trade ETFs, mutual funds, and stocks using natural-language queries instead of traditional screener filters. Its generative AI assistant can also link a user’s existing brokerage and retirement accounts to analyze portfolio risk, concentration, and performance across accounts, and answer scenario questions such as the impact of a specific trade. Magnifi does not earn revenue from trading commissions or order flow, instead charging a monthly or annual subscription for access to its AI assistant and deeper portfolio analytics.

AI-Powered Investing Platform

Key features

Natural-language investment search across 15,000+ stocks, ETFs, and mutual funds
AI investing assistant, generative AI interface launched 2022
Cross-account portfolio analysis, surfaces risk and overlap across linked accounts
Buy/sell impact analysis, answers scenario questions about a specific trade
Commission-free trading, execute trades directly with no commissions
Themed and managed portfolios, including Morningstar-built thematic indexes

Strengths

Backed by TIFIN with strategic partners including JPMorgan and Morningstar
Subscription-based revenue model rather than commissions
Cross-account portfolio analysis across multiple linked brokerages
Natural-language search across a broad marketplace of securities

Best for

Self-directed retail investors wanting AI-assisted research without a full advisor
Investors managing several brokerage or retirement accounts wanting a unified view
Beginners who find traditional screener-based tools intimidating
Investors wanting commission-free trading paired with conversational research

Magnifi

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