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Quick Start Guide
Basic
How to Create Your Passiv Account
Need help creating your Passiv account? Follow these simple steps to get started.
How to Set Up Your Model Portfolio on Passiv
Learn how to set up model portfolios, a key feature in getting the most out of Passiv!
How to Choose Your Passiv Membership
Learn how to choose your Passiv membership, be it our free forever plan or our value-packed Elite plan!
How to Connect Your Brokerage on Passiv
Learn how to connect your brokerage of choice to Passiv in order to start leveraging Passiv's features!
How to Use Manual Trades
You want to place a one-off trade from Passiv? Use our Manual Trade feature.
How to Set Up Goals and Track Your Progress
This tutorial explains Passiv's goals feature, how you can set up a goal and track the progress of your goals in relation to your investments.
How to Edit Your Target Allocation
This tutorial explains how to edit your portfolio target allocation in Passiv.
How to Use One Click Trades
Tired of calculating and inputting trades yourself? Have Passiv do it for you.
How to Set up a Target Portfolio
Passiv calculates trades based on your chosen model portfolio – set yours up in just one minute by importing your current holdings or by manually creating a new portfolio.
How to Rebalance your Portfolio
By default, Passiv will only calculate Buy trades to keep your commissions down. Here is how perform a full rebalance.
How to Manage Your Drift Notifications
This tutorial explains how to manage your portfolio drift notifications.
How to Use Model Portfolios in Passiv
This is a tutorial to help you get started with Model Portfolios.
Intermediate
Use the Global Predictions Integration
Enabling Global Predictions metrics and analysis within your Passiv dashboard lets you quickly see your Portfolio Score and Forecasted Returns - quickly communicating the strength and prospective performance of your portfolio. To enable these features, follow this quick tutorial.
Understanding Reporting’s Calculations
Passiv’s Reporting helps you understand the performance of your portfolio. This tutorial explains the metrics in the Reporting page.
How to Use Cash Management
This tutorial explains Passiv cash management feature and how you can use it to manage your investments.
How to Hide Accounts in Passiv
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.
How to Exclude Stock Picks from Your Portfolio
Passiv makes it easy to exclude your “fun money” portfolio picks from your target portfolio.
How to Change Your Currency Handling Settings
Do you have Canadian and US dollars in your portfolio? You can choose how Passiv deals with multiple currencies.
How to Set Up Multi-Account Portfolios
This tutorial explains how to combine multiple accounts into one global portfolio.
How to Manage Your Brokerage Connections
This tutorial explains how to add and manage your brokerage connections.
How to Restore Connection(s) in Passiv
In this tutorial, we’ll show you how to troubleshoot your brokerage account’s connectivity to Passiv.
How to Do Dollar-Cost Averaging with Passiv?
One of the downsides of dollar-cost averaging is the work involved in managing it. Passiv can help you automate your DCA strategy with its cash management feature. Here’s how.
Expert
How to View Holdings Outside Passiv's Brokerage Partners
Passiv has partnered with Wealthica to allow users to have a more holistic view of their investment holdings and be able to account for their entire portfolio in their rebalancing.
How to Use Asset Classes Models?
Your model portfolios can either be composed of individual securities, or of asset classes. In this tutorial, we will explain what are asset classes, and how to use them to build and manage your portfolio(s).
How to Connect Your Unocoin Account to Passiv
Unocoin is the largest cryptocurrency exchange in India. This tutorial explains how you can connect your Unocoin account to Passiv.
How to Connect Your Bitbuy Account to Passiv
Bitbuy is one of Canada's largest cryptocurrency exchanges. This tutorial explains how to connect your Bitbuy account to Passiv.
How to Connect Your Kraken Account to Passiv
This tutorial explains how to connect your Kraken account to Passiv.