8FIGURES AI Investment Advisor

Daily insights via push notifications — launching soon to keep you updated in real time!

Financial advisors and multi-family offices can now view aggregated client portfolios for faster insights and smarter risk management.

This release brings performance upgrades, important fixes, and an overall smoother experience.

Stay tuned for our upcoming AI-Powered Portfolio Parsing feature

• AI Statement Import is live — upload brokerage statements (CSV, PDF, or images) to instantly add stocks, crypto, and other assets to your portfolio tracker. • Improved Demo Mode — preview how AI-powered daily portfolio advice can look for a demo portfolio.

Improved brokerage linking + portfolio syncing reliability (SnapTrade). Updated legal disclosures to support SEC licensing/registration status.

- Fixed an occasional black screen after dismissing the upgrade screen - Faster, more responsive updates when changing quantities - Smoother PIN unlock with reduced loading delays

• Chat improvements - Fixed chat history disappearing and message display issues for a smoother conversation experience • Advice Hub enhancements - Restored advice visibility on balance screen and improved the overall Advice Hub interface • UI refinements - Better notification indicators, cleaner layout, and more consistent navigation across all screens • Performance & stability - Various bug fixes and improvements for a more reliable app experience

AI Advice Hub: clearer AI guidance and in-chat context. $3 trial and promo codes. Improved account linking and Demo search for financial institutions.

Faster onboarding, per-asset crypto stablecoins settings, improved asset search , Read All for Advice Hub button, new manager-client pricing model and reliability fixes for smoother portfolio updates

- Easy, fast and secure AI onboarding. Our AI guides you step by step, gives first advice for the investment you pick and helps you link accounts by uploading a PDF or typing account details. - Add and manage non linked accounts so you can track investments that are not connected to a broker alongside with your linked accounts. - Schedule or download structured portfolio snapshots for reports backups or sharing. - RIA managers can sign up, choose plans and onboard clients directly in the app.

Your feedback helps us improve! This version includes bug fixes and stability enhancements based on what you've shared with us. Thanks for being part of our community!

- Now you can view each linked account in your portfolio and instantly see whether it’s up to date, learn a plain-language reason when a refresh fails, and follow simple steps to get it back in sync. - Add or edit cash, crypto, stocks and other manual holdings with clearer fields and fewer errors so your portfolio reflects what you actually own. - Bug fixes and general improvements across linking, onboarding and stability.

• Get professional grade equity research and investment analysis that delivers clear, actionable insights on companies. Concise company thesis, key financial takeaways, key risks and source citations help you make faster, confident investment decisions. • See at a glance if your portfolio is beating peers and the broader market. Export a one tap shareable performance card with clean charts and headline metrics to share with anyone. • Daily advice flags idle cash in your accounts you may have forgotten about and shows simple steps to redeploy that money to improve returns.

• Getting started with 8FIGURES is now faster than ever. Add a few positions and get personalized AI advice on your portfolio in under two minutes. • Daily AI advice is now smarter about what’s happening in the world. Major market events and geopolitical developments are factored into your morning insights. • Bond search now works the way you’d expect. Just type a ticker name and we’ll find it instantly.

- Connect your Carta startups and Zillow real estate accounts for automatic portfolio tracking and nightly valuation updates. - Portfolio accuracy improvements. Cost basis and purchase dates are now more precise, especially if you hold the same security across multiple brokerage accounts. - Smoother onboarding. Getting set up with your accounts is now more reliable.

- See exactly why your net worth changed. Tap into your daily, weekly, or monthly performance to break down what moved your portfolio, which holdings drove it, and by how much. - A smoother, more intuitive start. Your first experience with 8FIGURES has been redesigned to feel faster, clearer, and easier from the very first tap. - Prices, in your currency. Subscription pricing now reflects what you’ll actually pay in your local currency.

- Add cash in seconds. Enter an amount, name it, and save — no more multi-step workflows. - Cleaner, more organized Settings. Navigate by themes and quickly access key actions like inviting friends. - Faster, more reliable performance across the app, with improved error handling and smoother interactions.

- Get a clearer view of your asset allocation. ETFs and money market funds are now categorized more accurately, so your portfolio reflects what you actually hold. - Enjoy a cleaner, easier-to-read app. We’ve refreshed every core screen for improved readability and a more polished mobile experience.

- Set up your full financial picture in minutes. Add any asset stocks, bonds, real estate, private holdings, cash, and more through a guided chat, and get personalized advice the moment you’re done. - Find your bank on the first try. Institution search now understands brand names, common nicknames, and typos.