What can we help you learn today?

This tutorial explains how to edit your portfolio target allocation in Passiv.

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.

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.

This tutorial explains how to manage your portfolio drift notifications.

This is a tutorial to help you get started with Model Portfolios.

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.

This tutorial explains how to add and manage your brokerage connections.

This tutorial explains how to combine multiple accounts into one global portfolio.

Do you have Canadian and US dollars in your portfolio? You can choose how Passiv deals with multiple currencies.

Passiv makes it easy to exclude your “fun money” portfolio picks from your target portfolio.

In this tutorial, we’ll show you how to troubleshoot your brokerage account’s connectivity to Passiv.

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).

Unocoin is the largest cryptocurrency exchange in India. This tutorial explains how you can connect your Unocoin account to Passiv.

Bitbuy is one of Canada's largest cryptocurrency exchanges. This tutorial explains how to connect your Bitbuy account to Passiv.

This tutorial explains how to connect your Kraken account to Passiv.