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.
Build your portfolio and maintain your target allocation. Use Passiv's "buy-only" setting to identify the underweight assets in your portfolio.
Save time by letting Passiv calculate & execute the trades needed to keep your portfolio balanced.
Get notified whenever new cash & dividend payments come in or whenever your portfolio drifts out of alignment.
"This is a great tool! Sign up is simple, connecting to my stock portfolio was a breeze, and the interface is really clean and straightforward. Highly recommend to anyone who manages a portfolio."Tyler F.
" I’ve saved a ton of time and money using Passiv. Its simplicity has given me the confidence to manage my retirement investments."Santi C.
We work with brokerages directly and use their APIs in order to keep your information safe and secure. This ensures that you are not breaching their terms & conditions. We do not store your login credentials to your brokerage account nor do we share your information with any third parties.Learn More