Magnifi

Magnifi is an AI-driven investment tool designed to simplify and enhance the investment process for both novice and experienced investors. By integrating with existing brokerage accounts such as Robinhood and E*TRADE, Magnifi provides personalized investment strategies and uncovers hidden opportunities, making it a valuable co-pilot in your investment journey.

At the core of Magnifi's innovation is its conversational AI, which acts as a judgment-free assistant guiding users through the investment process. For beginners, Magnifi helps identify investing personalities, set goals, and suggest diversified investment options tailored to individual objectives. Seasoned investors benefit from Magnifi's ability to spotlight risk areas and growth opportunities, keeping them informed on the latest market trends and aligning their investments with their priorities.

Magnifi's platform is rich with features designed to empower investors, including guided goal planning, comprehensive investment search, investment comparison tools, and commission-free brokerage. It also offers whole-portfolio tracking, providing a holistic view of investments to optimize portfolio performance.

Highlights:

• AI-driven investment assistance
• Integration with major brokerage accounts
• Personalized investment strategies
• Commission-free brokerage
• Whole-portfolio tracking

Key Features:

• Guided Goal Planning
• Conversational AI Assistance
• Comprehensive Investment Search
• Investment Comparison Tools
• Whole-Portfolio Tracking

Benefits:

• Simplifies the investment process
• Enhances decision-making with AI insights
• Provides personalized investment options
• Offers commission-free investing
• Optimizes portfolio performance

Use Cases:

• Goal-Based Investing
• Portfolio Optimization
• Market Trend Analysis
• Retirement Planning
• First-Time Investor Guidance