i3DIY

i3DIY

Ownla
+
+

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About

Get full overview of your finance in one place with financial tools specifically designed for you to invest, plan and track your investment goals. Better than a crypto exchange, better than a financial advisor, choose Wealth Square today, all your financial services in one place. Having a full real-time overview of your financial life in one place is great to manage all your money. With Wealth Square this is possible with our unique dashboard allowing you to add everything you have. Choose from our Expert Portfolios. They are designed by our trading experts through an effective performance and risk assessment using several metrics. Each expert portfolio shows the yearly return, the risk level and the underlying coins in the portfolio. You can change allocations, change rebalancing settings and backtest just like any other portfolio.

About

How to Make Rebalancing Easier Deciding on an asset allocation for a portfolio seems simple enough. Sticking with a plan isn’t always easy though. But portfolio management and rebalancing has been made easier with i3DIY. An i3DIY account allows investors to sync various investment accounts with its system and align them with specific portfolio plans, each with a custom asset allocation. Each plan carries a unique name and you’ll have the option to update plans as needed. You can design your own portfolio or choose from plans available on the platform. Throughout the year and over the long term, you can easily keep up with your intentions. i3DIY offers investors the opportunity to receive alerts via email whenever one of your accounts is out of balance. If there are slight moves to the portfolio, you won’t hear anything. But you’ll be alerted when the allocations stray from their appointed percentages outside of specified ranges.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Crypto traders looking for a cryptocurrency asset management solution

Audience

Investors looking for tools to manage their investments

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Wealth Square
Founded: 2020
France
wealthsquare.io

Company Information

Ownla
Founded: 2018
United States
www.i3diyinvestor.com

Alternatives

Holderlab

Holderlab

Holderlab.io

Alternatives

Wealth Elite

Wealth Elite

REDVision Tech
Backstop

Backstop

Backstop Solutions Group

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Wealth Square and update features and information
Claim Wealth Square and update features and information
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Claim i3DIY and update features and information