Audience

Companies looking for a Stock Portfolio Management platform

About Passiv

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.

Pricing

Starting Price:
$99 per year
Free Version:
Free Version available.

Integrations

API:
Yes, Passiv offers API access

Ratings/Reviews

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Company Information

Passiv
Founded: 2017
Canada
passiv.com

Videos and Screen Captures

Passiv Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Support
Online

Passiv Frequently Asked Questions

Q: What kinds of users and organization types does Passiv work with?
Q: What languages does Passiv support in their product?
Q: What other applications or services does Passiv integrate with?
Q: Does Passiv have an API?
Q: What type of training does Passiv provide?
Q: How much does Passiv cost?

Passiv Product Features

Stock Portfolio Management

Order Management
For Traders
Billing & Invoicing
Client Management
Wash Sale Detection
Portfolio Rebalancing
Technical Analysis
For Investment Advisors
Data Warehousing
Portfolio Accounting
Tax Management
Risk Management