What is Passiv?
Passiv empowers investors to automate their portfolio management directly through their brokerage accounts. Users can set their target allocations and Passiv efficiently handles rebalancing, investment automation, and progress tracking. With AI-powered alerts and streamlined one-click trades, it eliminates the manual effort of keeping portfolios aligned with personal investment strategies.
The platform also features comprehensive reporting tools, providing insights into dividends, earnings, and other metrics not typically available through brokerages. Passiv is designed to ensure security and ease of use, catering to both beginner and experienced investors seeking efficient, hands-off portfolio management.
Features
- One-Click Rebalancing: Instantly bring your portfolio back to your target allocation.
- Smart Alerts: Receive notifications when portfolio adjustments are needed.
- Multiple Account Management: Seamlessly manage and rebalance across several accounts.
- Automated Investment Management: Execute trades automatically according to your desired model.
- Detailed Reporting: Access advanced insights on dividends, earnings, and portfolio performance.
Use Cases
- Automating routine rebalancing for diversified investment portfolios.
- Tracking portfolio performance with comprehensive metrics.
- Managing multiple brokerage accounts in one unified dashboard.
- Receiving automated alerts to act quickly on investment opportunities.
- Streamlining the reinvestment of cash and dividends.
FAQs
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What brokerages does Passiv support?
Passiv connects with a variety of popular brokerages and continues to expand support for additional platforms. -
How does Passiv keep my data secure?
Passiv uses the latest security technologies and strict processes to safeguard user data, ensuring continuous monitoring and protection. -
Can Passiv help track dividends and cash flow?
Yes, Passiv provides advanced reporting, including insights into dividends and other earnings not typically available from brokerages. -
Is there a money-back guarantee for subscriptions?
Yes, Passiv offers a 100% money-back guarantee if you are not satisfied with the service.
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