Passiv is proud to host this year's financial summit.

We want to thank you for attending by offering a free Passiv investing webinar + QA session. Grab your spot today!

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The Webinar

Join to learn how Passiv can help make your investing easier. We'll show you how to set up and get the most out of our features.



October 15th




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 Allocaton

Build your portfolio and maintain your target allocation. Use Passiv's "buy-only" setting to identify the underweight assets in your portfolio.

Target Allocation

Automate Your Investments

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

Target Allocation

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.

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Interactive Brokers 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 profit vs loss over any period so you can adapt your trading to optimize your earnings.

  • A quick look offers you an overview of everything you need to know with a clean and simple dashboard.

As seen in

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

Ready to try Passiv for free?

Start setting yourself up for financial success now. We are offering free membership to all attendees of the financial summit, including all the features in our Elite plan.