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Ownla is an SEC-registered investment advisor. Ownla believes that Investment is science, so all the investment advice we provide is based on scientific calculations. We give investment advice in our customers’ best interests, and all of our income is derived from the customers who pay fees to use our system.

i3 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 and to diversify risks through passive asset allocation.

i3 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. i3 can help your enter cash dividends, stock splits and other transactions automatically.

i3 currently supports automatic downloading for transaction details from the following brokers: TD Ameritrade, Fidelity Investments, Merrill Lynch, E*Trade, Charles Schwab and Vanguard.

Our competitors tend to ask customers a bunch of questions without being able to give effective portfolio advice based on these questions.

Based on historical data, our portfolio advice has a 95% probability of generating annual expected return that is higher than the loss you can accept, while pursuing the highest expected annual return for you.

We believe that portfolio advice should be directly linked to the losses that customers can afford, so our questionnaire focuses on the aspect of risk acceptance.

An i3 user can create one free plan with basic features.

An i3 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.