Passiv's Features

Set your goals, track your progress and run what-if scenarios to help you reach your goals faster.

Save yourself the hassle logging into your broker to place trades. Invest your cash according to your target portfolio and rebalance in one-click.

Have greater flexibility and control over how Passiv treats the currencies you hold in your brokerage account.

Set your drift tolerance and get email alerts whenever your portfolio drifts out of alignment.

Managing more than one account? Group your accounts into one or more portfolio groups and manage them seamlessly.

Connect and manage your household accounts in one dashboard.

Use Passiv's exclude feature to set aside your speculative stockpicks from your balanced portfolio.

Get more flexibility over how your cash is managed and follow dollar-cost averaging strategies.

Keep track of your portfolios performance, contributions, dividend payments and more.