How to Set Up Multi-Account Portfolios

This video shows you how to combine multiple accounts into one global portfolio. Follow along with the video to see how.

Head to Settings and scroll down to the Accounts box. Click Edit Groups then simply drag and drop your account into its new portfolio group. Once you’re done adding the accounts to the new portfolio group, click on Done at the top of the Accounts area. Now when you go to your dashboard, you’ll see the new portfolio group has a Setup button. Click that and set up your target portfolio by either importing your current holdings or building it from scratch. You’re all set! Passiv will now perform calculations based on your combined target portfolio.