Magnifi
Fintech and startup assistants. Made by Magnifi LLC (TIFIN), United States. magnifi.com
Facts only: every line links to Magnifi's own page and the date we read it, or says "Not stated". There are no reviews, ratings or verdicts here. Spot something wrong? Send a correction.
What it can do
| Functionality | Stated | Note and source |
|---|---|---|
| Live quotes | Not stated 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. Read 1 Nov 2026; sources on the product page 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. Source, read 1 Nov 2026 |
| Cited sources | Not stated Not stated | |
| Earnings calls | Not stated Not stated | |
| Your portfolio | Yes. Connected accounts: links 401(k)s, IRAs, HSAs and brokerages; the assistant analyses holdings and concentration. Read 1 Nov 2026; sources on the product page Yes | Connected accounts: links 401(k)s, IRAs, HSAs and brokerages; the assistant analyses holdings and concentration. Source, read 1 Nov 2026 |
| Trade execution | Partial. Commission-free trades directly from the platform via the built-in brokerage. Whether the assistant places the order is not stated. Read 1 Nov 2026; sources on the product page Partial | Commission-free trades directly from the platform via the built-in brokerage. Whether the assistant places the order is not stated. Source, read 1 Nov 2026 |
| Scheduled tasks | Partial. Premium: weekly summaries with health-check follow-ups. User-defined scheduled research not stated. Read 1 Nov 2026; sources on the product page Partial | Premium: weekly summaries with health-check follow-ups. User-defined scheduled research not stated. Source, read 1 Nov 2026 |
| Price alerts | Partial. Own news post lists personalised market alerts; delivery channel not stated. Read 1 Nov 2026; sources on the product page Partial | Own news post lists personalised market alerts; delivery channel not stated. Source, read 1 Nov 2026 |
| Markets covered | Yes. Stocks, ETFs, mutual funds, closed-end funds; no options or futures. US-listed; non-US markets not stated. Read 1 Nov 2026; sources on the product page Yes | Stocks, ETFs, mutual funds, closed-end funds; no options or futures. US-listed; non-US markets not stated. Source, read 1 Nov 2026 |
| Document upload | Not stated Not stated | |
| Mobile app | Yes. App Store and Google Play badges on the site; statements and tax documents are desktop only. Read 1 Nov 2026; sources on the product page Yes | App Store and Google Play badges on the site; statements and tax documents are desktop only. Source, read 1 Nov 2026 |
| API or agent access | Not stated Not stated |
Pricing
As shown on Magnifi's own pages on the date given. Prices change; the currency is the one the page showed. Per month is the stated monthly price, or a twelfth of a yearly price; ≈ USD, converted at ECB rates of 2026-11-02 (source).
| 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 Source, read 1 Nov 2026 |
|---|---|
| Entry plan | Premium, $99/year billed yearly (monthly toggle shows no monthly figure) Per month: $8.25/month Source, read 1 Nov 2026 |
| Top plan | Premium, $99/year billed yearly (only paid plan) Per month: $8.25/month Source, read 1 Nov 2026 |
| Trial | Not stated |
| Regions | US, UK and Canada; some features limited to US citizens or permanent residents Source, read 1 Nov 2026 |
Product-track scores
No product-track scores for Magnifi yet. Scores appear here only when a benchmark run of the product itself is published, one benchmark at a time and never combined.