Autopilot for your Portfolio

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.

How Passiv can transform your investing

Investing can be so rewarding, but also time consuming and stressful. Passiv is here to save you time and make investing easy.

Target Allocation

Maintain Your Portfolio's Target Allocation

Use Passiv's "buy-only" setting to contribute to your underweight assets in your portfolio.

Automate

Automate Your Investments

Save time by letting Passiv calculate & execute the trades needed to keep your portfolio balanced.

Smart Alerts

Never Miss a Thing With Smart Alerts

Get notified whenever new cash & dividend payments come in or whenever your portfolio drifts out of alignment.

Connect to a wide variety of Brokerages

Connect your accounts from any of these partner platforms to start using Passiv today. Don't worry; if your platform isn't listed below, you can join the mailing list for notification when it's available. We are constantly working on adding more.

Questrade Logo
Interactive Brokers Logo
Tradier Logo
Alpaca Logo
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Save time and make investing easy

Investing can be hard enough without all the time that it takes to do it. Passiv leaves you with more time to research so you can further your investments.

  • One-click trades make rebalancing across multiple accounts easy.
  • Free up time and mental space with automative investing that lets you know when you need to sell or trade.
  • Build a model portfolio once, and Passiv takes care of the rest, following your established plan and reducing the brain work of daily investing.

Track your progress with detailed reporting

Keeping track of everything is tricky, but the big picture never seems too big with our performance metrics.

  • Get above and beyond insights with reporting on dividends and other metrics that your brokerage does not provide.
  • Keep track of your earnings over any period to see how your investments are doing.
  • A quick look offers you an overview of everything you need to know with a clean and simple dashboard.
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As seen in

There is a reason some of the top financial blogs are raving about Passiv. Read what the experts have to say.

We make sure everything is secure

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.

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