Search through our articles for helpful tips and videos.
You want to place a one-off trade from Passiv? Use our Manual Trade feature.
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.
This tutorial explains how to edit your portfolio target allocation in Passiv.
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.
By default, Passiv will only calculate Buy trades to keep your commissions down. Here is how perform a full rebalance.
Tired of calculating and inputting trades yourself? Have Passiv do it for you.
This tutorial explains how to manage your portfolio drift notifications.
This is a tutorial to help you get started with Model Portfolios.
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.
Passiv’s Reporting helps you understand the performance of your portfolio. This tutorial explains the metrics in the Reporting page.
This tutorial explains Passiv cash management feature and how you can use it to manage your investments.
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.
Passiv makes it easy to exclude your “fun money” portfolio picks from your target portfolio.
Do you have Canadian and US dollars in your portfolio? You can choose how Passiv deals with multiple currencies.
This tutorial explains how to combine multiple accounts into one global portfolio.
This tutorial explains how to add and manage your brokerage connections.
In this tutorial, we’ll show you how to troubleshoot your brokerage account’s connectivity to 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.
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.
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).
Bitbuy is one of Canada's largest cryptocurrency exchanges. This tutorial explains how to connect your Bitbuy account to Passiv.
Unocoin is the largest cryptocurrency exchange in India. This tutorial explains how you can connect your Unocoin account to Passiv.
This tutorial explains how to connect your Kraken account to Passiv.