Audience

Investors looking for tools to manage their investments

About i3DIY

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.

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Integrations

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Company Information

Ownla
Founded: 2018
United States
www.i3diyinvestor.com

Videos and Screen Captures

i3DIY Screenshot 1
i3DIY Screenshot 1
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Product Details

Platforms Supported
Cloud

i3DIY Frequently Asked Questions

Q: What kinds of users and organization types does i3DIY work with?
Q: What languages does i3DIY support in their product?

i3DIY Product Features

Investment Management

Payroll & Commissions
Performance Metrics
Portfolio Management
Client Management
Commodities
Risk Management
Benchmarking
Fund Management
Accounting Management
Data Import / Export
Bonds / Stocks
Modeling & Simulation
For Investment Advisors
For Investors & Traders
Compliance Reporting