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How to Hide Accounts in Passiv?

While you may manage most of your portfolio using a balanced investment strategy, you may have a few accounts that you manage differently and don’t want to see in Passiv.

You can decide to hide some of your brokerage accounts to make it easier to focus on your balanced portfolios.

Go to Settings and scroll down to the Accounts box. Click on Edit Groups.

Then drag and drop the brokerage account you want to hide in the Hidden Accounts section.

Click Done.


If the brokerage account was the only account in its portfolio group, you can choose to delete the portfolio group to remove it from your dashboard and left navigation pane. When you delete a portfolio group, the targets in this portfolio will be lost.

If the brokerage account was part of a multi-account portfolio, this portfolio will not show data related to this account anymore.

If you don’t want to hide the account anymore, go back to Settings and click on Edit Groups.

Then drag and drop the brokerage account you want to unhide from the Hidden Accounts section to the portfolio group you want this account to be in (you may need to adjust your targets for this portfolio) or to a New Group (you will need to create targets to this new portfolio).

Then click Done.