8FIGURES AI Investment Advisor

8FIGURES AI Investment Advisor is an SEC-registered AI investment advisor and portfolio tracker. It automates monitoring across stocks, crypto, bonds, and real estate with tailored insights and guidance.

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At a glance

Pricing

Paid

Free tier

API

Skill level

Mixed

About

What is 8FIGURES AI Investment Advisor?

8FIGURES AI Investment Advisor is an SEC-registered AI investment advisor and portfolio tracker designed to help private investors manage their wealth. It automates monitoring across various asset classes including stocks, crypto, bonds, and real estate, providing tailored insights and guidance. The platform offers features like an AI Investment Advisor for personalized insights, a Net Worth Tracker to monitor financial goals, and a Portfolio Allocation Analyzer for rebalancing. It connects securely to accounts via Plaid and other trusted open banking providers in read-only mode, ensuring data privacy and security with bank-level encryption. Unlike traditional advisors, 8FIGURES operates on a flat-fee model, offering conflict-free investment guidance without profiting from trading activity or managing assets.

Best used for

Ideal for private investors who need to track diverse assets like stocks, crypto, and real estate, get personalized investment insights, and monitor their overall net worth. Especially valuable for those seeking conflict-free financial guidance and automated portfolio monitoring.

Common actions

track investments

analyze portfolio

get investment advice

monitor net worth

manage financial goals

mobile_appios

Capabilities

Key features

AI investment advisor
Stock tracker with IRR
Crypto tracker
Real estate tracker
Net worth tracker
Portfolio allocation analyzer
Bond tracker

Target Audience

private investorsindividual wealth managersfinancial enthusiasts

Integrations

plaidvezgo

Pricing & Plans

Paid

Free

FAQs

How is 8FIGURES AI Advisor different from ChatGPT?

Our AI Advisor uses specialized AI agents trained to provide investing insights based on your updated portfolio, investor profile, and real-time market news, unlike general-purpose AI models.

Does 8FIGURES have access to my bank accounts?

We connect securely to your accounts via Plaid and other trusted open banking providers in read-only mode. We cannot make any transactions on your behalf, and you can also add investments manually.

How is 8FIGURES regulated?

8FIGURES Inc. is registered as an investment adviser (RIA) with the U.S. Securities and Exchange Commission (SEC). This ensures a level of oversight and adherence to financial regulations.

Is my financial data safe with 8FIGURES?

Your data is encrypted and securely stored on AWS servers. Our team cannot view your financial data without explicit consent, and we never sell your data. AI models use anonymized information.

What is the pricing for 8FIGURES AI Investment Advisor?

The PRO plan costs $0.99 for the first month, then $14.99 per month. This flat-fee model provides professional access to investment intelligence and premium financial features without hidden fees.

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