DIYFi is a cloud‑based personal finance platform that aggregates bank, credit‑card and brokerage accounts to give users a single view of spending, budgeting and investments. It syncs transactions in real time, categorizes expenses, offers customizable dashboards and alerts, and includes tools for investment tracking and goal planning.
Funding
Funding not disclosed
Founders
Product
Problem
Individuals often struggle to maintain an accurate, up-to-date view of their finances across multiple bank accounts, credit cards, and investment platforms, leading to missed budgeting opportunities and uninformed financial decisions.
Solution
DIYFi offers a cloud-based personal finance platform that aggregates users' financial accounts to provide a unified view of spending, budgeting, and investment planning. The service automatically synchronizes transaction data in real time, categorizes expenses, and updates customizable dashboards. Users can set personalized budget limits and receive automated alerts when they approach or exceed those limits. Investment tracking tools allow users to monitor portfolio performance and project future growth, helping them make data-driven financial choices.
Target Audience
DIYFi is aimed at individual consumers who manage multiple personal financial accounts and seek a consolidated tool for budgeting and investment oversight.
Features
- Secure API integrations with major banks, credit cards, and brokerage accounts for automatic data import
- Real-time transaction categorization and expense tracking across all linked accounts
- Customizable dashboard widgets for visualizing cash flow, budget adherence, and investment performance
- Rule-based alerts and notifications for budget thresholds, upcoming bills, and significant portfolio changes
- Investment planning module with goal setting, projection calculators, and performance analytics