Double Finance

Double is building a smarter investing account for retail investors, combining the best parts of active and passive investing.

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Double Finance Introduction

double-7 Tool Function Introduction

double-7 is an advanced investment automation tool designed to help users easily manage and optimize their investment portfolios. With double-7, users can design their own stock indexes, engage in direct index investing, and perform tax-loss harvesting without paying asset management fees (AUM). The tool supports various investment strategies, including Defensive Growth, Inflation Value, Tech Defense, Personalized Innovation, and more, catering to different investors' needs.

The main functions of double-7 include:

  • Direct Index Investing: Users can exclude specific stocks and adjust sector weights within their investment portfolios.
  • Tax-Loss Harvesting: Automatically detects and executes tax-loss harvesting operations to optimize tax efficiency.
  • Strategy Migration: Supports fund migration between different investment strategies to diversify risk.
  • Personalized Portfolio: Users can select and combine stocks or ETFs based on their preferences to create personalized portfolios.
  • No Trading Commissions: All trades are commission-free, reducing investment costs.
  • Security Assurance: User assets are custodied by Apex Clearing and are protected by strict security measures.

With double-7, users can not only save on costs but also enjoy efficient and intelligent investment management services, easily achieving their wealth growth goals.

Double Finance Features

### Features and Advantages of Double Finance

Double Finance is an innovative investment platform supported by Y Combinator, designed to automate your investments with zero management fees (AUM). Here are the main features and advantages of Double Finance.

#### Zero Management Fees and No Trading Commissions

One notable advantage of Double Finance is the absence of management fees (AUM) and trading commissions. Traditional financial advisors and robo-advisors typically charge management fees, but Double Finance allows you to keep more of your money.

#### Personalized Investment Portfolios

With Double Finance, you can design and backtest your own stock indices. Using stock and ETF screeners, you can build personalized investment portfolios and adjust them according to your needs. This allows you to invest based on market trends and personal preferences.

#### Tax Optimization and Automatic Rebalancing

Double Finance closely monitors your portfolio, looking for tax-loss harvesting opportunities and optimal rebalancing times. This not only helps you optimize taxes but also ensures your portfolio remains at your desired risk level.

#### Multiple Investment Strategies

Double Finance offers multiple investment strategies to meet various needs, from defensive to growth-oriented. For example, you can choose to follow Ray Dalio's All-Weather Portfolio or John Bogle's simple investment strategy. Additionally, you can switch between these strategies based on market conditions.

#### In-depth Market Analysis

Double Finance analyzes your portfolio daily, monitoring factors like wash sales, stock splits, dividends, and portfolio drift. If our algorithms determine that certain trades would improve your portfolio, we will execute these trades while ensuring you always maintain control.

#### Invest in Familiar Areas

Double Finance allows you to build your own collection of stocks or ETFs and allocate a certain percentage of your portfolio to them over time. This way, you can invest in areas you are familiar with and trust.

#### Security and Privacy

Double Finance places a high priority on security and privacy. Your funds are held by Apex Clearing, a large U.S. custodian managing over $114 billion in assets. Even if Double Finance encounters issues, your assets will remain fully accessible. Additionally, we are an SEC-registered investment advisor, legally obligated to act in your best interest.

#### High-Yield Idle Funds

Double Finance offers up to 3.0% yield on idle funds. By opting into the cash sweep program, your idle funds will be transferred to FDIC-insured interest-bearing accounts, earning you additional returns.

#### Smart Screening by Double Finance

Double Finance provides various smart screening features, allowing you to easily select top growth companies or all YC-listed companies. These screening features help you find the best investment opportunities in a complex market.

### Conclusion

With features like zero management fees, personalized investment portfolios, tax optimization, automatic rebalancing, and multiple investment strategies, Double Finance offers an efficient and flexible investment platform for investors. Whether you are an experienced investor or a novice, Double Finance can help you achieve your investment goals. Through Double Finance, you can easily manage and optimize your portfolio, enjoying higher investment returns.