Passiv Features

Build your own personalized index, invest and rebalance with the click of a button, and seamlessly manage multiple accounts.

Goal Tracking

Set your goals, track your progress and run what-if scenarios to help you reach your goals faster.

One-Click trades

Save yourself the hassle logging into your broker to place trades. Invest your cash according to your target portfolio and rebalance in one-click.

Currency Handling

Have greater flexibility and control over how Passiv treats the currencies you hold in your brokerage account.

Portfolio Drift Notifications

Set your drift tolerance and get email alerts whenever your portfolio drifts out of alignment.

Multi-Account Portfolios

Managing more than one account? Group your accounts into one or more portfolio groups and manage them seamlessly.

Account Consolidation

Connect and manage your household accounts in one dashboard.

Exclude Assets

Use Passiv's exclude feature to set aside your speculative stockpicks from your balanced portfolio.

Cash Management

Get more flexibility over how your cash is managed and follow dollar-cost averaging strategies.

Performance Reporting

Keep track of your portfolios performance, contributions, dividend payments and more.