Passiv
The simplest way to manage investments, Passiv allows users to see all accounts in one place and track real-time growth, dividends, and returns effortlessly. With a single click, it automatically balances portfolios, freeing users from tedious spreadsheets and manual calculations, while offering seamless connectivity across multiple brokerages.
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Top Passiv Features
- Real-time growth tracking
- Automatic portfolio rebalancing
- Multiple brokerage connections
- Personalized index creation
- Trade execution automation
- Cash and dividend notifications
- Portfolio drift alerts
- User-friendly dashboard interface
- Secure API integration
- Simplified investment management
- Time-saving features
- "Buy-only" asset identification
- Holistic investment overview
- Manual calculation elimination
- Investment performance visualization
- Risk management support
- Comprehensive account aggregation
- Customizable target allocations
- Accessible on multiple devices
- Financial goal alignment
