# Magnifi: finance AI features and pricing

Fintech and startup assistants. Made by Magnifi LLC (TIFIN), United States. https://magnifi.com. Facts only, each with the product's own page and the date read, or "Not stated". No reviews, ratings or verdicts.

## Functionality and pricing

- Live quotes: Not stated
- Company filings: Partial. Intelligence built from FactSet, Morningstar, 10-Qs, 10-Ks and more; the site aggregates SEC filings into a dashboard. Reading filing text not stated. (https://magnifi.com/learn/what-is-ai-investing, read 2026-11-01)
- Cited sources: Not stated
- Earnings calls: Not stated
- Your portfolio: Yes. Connected accounts: links 401(k)s, IRAs, HSAs and brokerages; the assistant analyses holdings and concentration. (https://magnifi.com/, read 2026-11-01)
- Trade execution: Partial. Commission-free trades directly from the platform via the built-in brokerage. Whether the assistant places the order is not stated. (https://magnifi.com/, read 2026-11-01)
- Scheduled tasks: Partial. Premium: weekly summaries with health-check follow-ups. User-defined scheduled research not stated. (https://magnifi.com/pricing, read 2026-11-01)
- Price alerts: Partial. Own news post lists personalised market alerts; delivery channel not stated. (https://magnifi.com/learn/magnifi-now-providing-ai-powered-investment-intelligence-on-over-usd2b-of-linked-assets, read 2026-11-01)
- Markets covered: Yes. Stocks, ETFs, mutual funds, closed-end funds; no options or futures. US-listed; non-US markets not stated. (https://static.magnifi.com/Documents/FAQ.pdf, read 2026-11-01)
- Document upload: Not stated
- Mobile app: Yes. App Store and Google Play badges on the site; statements and tax documents are desktop only. (https://magnifi.com/, read 2026-11-01)
- API or agent access: Not stated
- Free tier: Free plan: account overview, performance and risk analysis, AI assistant chat, goals, virtual portfolios, commission-free trading; scenario analysis, forecasting and weekly summaries held back (https://magnifi.com/pricing, read 2026-11-01)
- Entry plan: Premium, USD 99/year billed yearly (monthly toggle shows no monthly figure). Per month: $8.25/month (https://magnifi.com/pricing, read 2026-11-01)
- Top plan: Premium, USD 99/year billed yearly (only paid plan). Per month: $8.25/month (https://magnifi.com/pricing, read 2026-11-01)
- Trial: Not stated
- Regions: US, UK and Canada; some features limited to US citizens or permanent residents (https://static.magnifi.com/Documents/FAQ.pdf, read 2026-11-01)

Per month is the stated monthly price, or a twelfth of a yearly price, in the plan's own currency. ≈ USD, converted at ECB rates of 2026-11-02 (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/index.en.html).

## Product-track scores

None published yet.

Source: https://benchmarks.finance/products/magnifi/

Created and maintained by Moneda.