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How to Set Up Your Model Portfolio on Passiv

Follow this guide to set up your account in 4 steps:

1. Create your account

2. Connect your brokerage

3. Choose your membership

4. Set up your model portfolios

4: Set up your model portfolio

Your model portfolio is the ‘template’ that tells Passiv what you want your portfolio to look like.

This is how Passiv knows what ETFs, stocks or bonds you want - and the percentage of each.

Once your portfolio is set up, Passiv keeps your investments on track by automatically suggesting trades based on your model portfolio.

And if you have Passiv Elite, you can automatically make those trades with the click of a button!

Create your model portfolio

Find below the step-by-step tutorial for each of the 3 ways:

Import your current holdings as a model (if you’re already investing)
Create a new model
Use an existing model (once you have one set up)

Import current holdings as a model

If you’re already investing, this is the quickest way to get your model portfolio set up!

You can import your existing holdings and use it as a model.

And if you’d like to adjust those percentages, we’ve got you covered! You can easily edit your model after it is imported.

1: Choose the portfolio to set up

Scroll to the portfolio you want to use as a model and click the orange Setup button.

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2: Import your holdings

Under Import your current holdings as a model, click the blue “Import” button.

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3: View your model portfolio

On the left-hand menu bar, click My Models.

Scroll to the model you imported and click View.

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4: Adjust your model portfolio

Now that your portfolio is set up, check your model to make sure everything is how it should be.

To add, delete, or adjust the percentages of funds, scroll down and click the Edit Model button.

Once you’re done, click Save Changes.

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5: Celebrate!

Passiv is now using your model to keep your portfolio balanced!

celebrate

Create a new model

Create a new model in minutes!

If you’re just getting started with investing, you can easily make a model by following a ‘recipe’ from popular all-in-one funds (without the cost!)

1: Choose the portfolio to set up

Choose the portfolio you want to create a new model for by clicking the orange Setup button.

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2: Choose to create a model

Under Manually create a model, click the blue New Model button.

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3: Create your model portfolio

Before you start, your model will look like this:

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Create your model by typing in the symbol to search for your security. Click to select it.

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Set the percentage to match how much you want to hold of that security.

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Repeat the process until your model is built, then click the blue Save Changes button.

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4: Apply your model

Click the blue Apply button to use this model with your portfolio.

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5: Celebrate!

Passiv is now using your model to keep your portfolio balanced!

celebrate

Use an existing model

Follow these quick and easy steps to apply an existing model to one of your other portfolios!

1: Choose the portfolio to set up

Choose the portfolio you want to create a new model for by clicking the orange Setup button.

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2: Choose to use an existing model

Under Use an existing model, click the blue Models button.

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3: Select the model

Scroll to the model you want to use and click the Apply button.

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4: Select the portfolio

Click the portfolio you want to use with this model.

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5: Celebrate!

Passiv is now using your model to keep your portfolio balanced.

celebrate