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i3DIY is Ownla’s integrated portfolio processing system that provides DIY investors with the simple tools, organized paths, and prompt notifications to manage their own investments.

i3DIY offers real-time updates on US stock listings, ETFs, and mutual funds.

We offer two methods to import your transactions:

  • Enter your user name, password and account number of your brokerage account. We will update your transaction details automatically (for supported brokerages).
  • Manually enter the initial inventory and transactions. i3DIY can help your enter cash dividends, stock splits and other transactions automatically.

i3DIY currently supports automatic downloading for transaction details from the following brokers: TD Ameritrade, Fidelity Investments, Merrill Lynch, E*Trade, Charles Schwab and Vanguard.

An i3DIY user can create one free plan with basic features.

An i3DIY user can create multiple standard plans with advanced features for an annual fee of USD$69.

(See the differences between free and standard plan))

Attractive & Affordable

We truly care about our users and our product.