Autopilot for your Portfolio
Passiv turns your brokerage account into a modern portfolio management tool. Build your own personalized index, invest and rebalance with the click of a button, and seamlessly manage multiple accounts.
Integrations
Connect your accounts from any of these partner platforms. If your platform isn't listed below, you can join the mailing list to be notified when it's available.
What can Passiv do?
Maintain Your Portfolio’s Target Allocation
Build your portfolio and maintain your target allocation. Use Passiv's "buy-only" setting to identify the underweight assets in your portfolio.
Automate Your Investments
Save time by letting Passiv calculate & execute the trades needed to keep your portfolio balanced.
Smart Alerts
Get notified whenever new cash & dividend payments come in or whenever your portfolio drifts out of alignment.
What Passiv Users Have to Say
"This is a great tool! Sign up is simple, connecting to my stock portfolio was a breeze, and the interface is really clean and straightforward. Highly recommend to anyone who manages a portfolio."
Tyler F." I’ve saved a ton of time and money using Passiv. Its simplicity has given me the confidence to manage my retirement investments."
Santi C.
We make sure everything is secure
We work with brokerages directly and use their APIs in order to keep your information safe and secure. This ensures that you are not breaching their terms & conditions. We do not store your login credentials to your brokerage account nor do we share your information with any third parties.
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