\n Automate your portfolio rebalancing to keep your portfolio investments on target.\n
\n \n Start Rebalancing\n \n {questrade &&\n I have to monitor my portfolio constantly, set my asset allocation manually, and\n calculate endlessly how many assets I need to buy. That’s before I even execute the\n trades myself, one-by-one. And sometimes I just forget when my portfolio is out of\n balance. It takes a long time and a lot of effort.\n
\n\n Let Passiv monitor and then notify you when your portfolio changes. In Passiv, you can\n choose a target for your portfolio which is tracked as the market moves. Notifications\n instantly let you know when and what trades to make to rebalance, then lets you make\n all those trades in one click.\n
\n\n Choose a target for each asset as a percentage of your total portfolio. This\n asset allocation target will be tracked by Passiv as the market moves, this is\n your portfolio’s ‘accuracy’.\n
\n\n As the market moves, your portfolio accuracy will drift from your target. Choose\n an accuracy ‘drift threshold’ to be tracked by Passiv so you always know how\n your portfolio is performing.\n
\n\n When your portfolio accuracy drifts below the threshold target you chose, Passiv\n sends you a notification to take action.\n
\n\n {\" \"}\n Passiv calculates how much of each asset you need to buy to bring your portfolio\n back to your target. Passiv will then preview the trades it recommends for you\n to review.\n
\n\n With the recommended trades previewed for you, you can then execute all of these\n trades in a one single click.\n
\nWhen it’s time to rebalance your portfolio, Passiv has the right tools
\n \n Try These Features\n \n\n If you are managing accounts for multiple family members or have multiple\n accounts for yourself, group your accounts into one or more portfolio groups and\n manage them together in a single unified view.\n
\n\n Save yourself the hassle of logging into your broker to place trades,\n one-by-one. Invest your cash according to your target portfolio and place trades\n in one-click.\n
\n\n How close your current portfolio is to your chosen target portfolio is called\n its ‘accuracy’. Drift Notifications instantly let you know when your portfolio\n drifts from your chosen target due to market changes.\n
\nDo You Want To Make It Easier To Rebalance Your Portfolio?
\n \n Yes, Simplify My Portfolio Rebalancing{\" \"}\n \n\n Invest in yourself with The Index, our monthly newsletter to build your investing\n confidence.\n
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