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About

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. 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. Build your portfolio and maintain your target allocation. Use Passiv's "buy-only" setting to identify the underweight assets in your portfolio. Save time by letting Passiv calculate & execute the trades needed to keep your portfolio balanced. Get notified whenever new cash & dividend payments come in or whenever your portfolio drifts out of alignment.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.

About

Utluna delivers valuable insights into your portfolio and performance and helps you mitigate behavioral biases. Join anonymously and sync your accounts held at different financial institutions in less than 5 minutes. Too good to be true? Play around with our demo account (view only, no setup required) or sign up for a free 30-day trial (no email, no credit card required). Effortlessly monitor all your financial assets, independently of where they are held and how (il)liquid they are. Any asset class, incl. equity, debt, currencies, commodities, real assets, digital assets, collectibles, etc. Any security type, incl. direct holdings, funds, derivatives, CFDs, etc. Any currency, G10, and beyond. Listed and non-listed, bankable and non-bankable assets. Understand what drives your portfolio thanks to intuitive composition, performance, and risk visualizations. Slice and dice your analysis according to your own view of the world thanks to customizable tags.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies looking for a Stock Portfolio Management platform

Audience

Traders interested in a solution to get insights into their portfolio and performance

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$99 per year
Free Version
Free Trial

Pricing

$25 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Passiv
Founded: 2017
Canada
passiv.com

Company Information

Utluna
United States
utluna.com

Alternatives

Alternatives

StockMaster

StockMaster

Supertech
Dion Portfolio Tracker

Dion Portfolio Tracker

Dion Global Solutions

Categories

Categories

Integrations

Interactive Brokers
Kraken
TD Ameritrade
Bitstamp
Acorns
Alight
Betterment
Binance
BoardWorks
Coinbase
First Republic
Merrill Edge
Poloniex
Questrade
Robinhood
Unocoin
Vanguard
Wealthfront
Wealthica
Wells Fargo Business Checking

Integrations

Interactive Brokers
Kraken
TD Ameritrade
Bitstamp
Acorns
Alight
Betterment
Binance
BoardWorks
Coinbase
First Republic
Merrill Edge
Poloniex
Questrade
Robinhood
Unocoin
Vanguard
Wealthfront
Wealthica
Wells Fargo Business Checking
Claim Passiv and update features and information
Claim Passiv and update features and information
Claim Utluna and update features and information
Claim Utluna and update features and information