Passiv

Passiv

Passiv turns your brokerage account into a modern portfolio management tool. Build your own personalized index, invest and rebalance with the click of a button, and seamlessly manage multiple accounts.
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Passiv is an automated portfolio management tool that makes it easier to follow a balanced fund investment strategy and grow your wealth. With Passiv, you can be your own portfolio manager and free yourself from spreadsheets.

  • Automated trade calculations
  • One‐click allocation and rebalancing
  • Aggregate multiple brokerage logins
  • Portfolio drift notifications
  • Cash and dividend notifications
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