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.
This video shows you how to combine multiple accounts into one global portfolio. Head to Settings and scroll down to the Accounts box. Click Add Portfolio Group then name and save your new group. On the right-hand side, under Portfolio Groups, click Edit and select your new portfolio group from the drop-down menu and then click Update to save. Repeat this step for all accounts you want to add to that portfolio group. 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.