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.
Top Passiv Alternatives
Wealthsimple Trade
This stock portfolio management software facilitates commission-free trading, enabling users to buy and sell thousands of stocks and ETFs swiftly.
Write Up
This stock portfolio management software empowers teams to collaborate seamlessly from any location, enhancing efficiency for preparers and reviewers.
Sterling Stock Picker
Sterling Stock Picker empowers investors of all levels with personalized financial guidance and an intuitive stock-picking interface.
InvestSMART
Australia's leading investment app empowers users to monitor and manage their stock portfolios effortlessly.
Clear Street Studio
Modernizing the brokerage ecosystem, Clear Street Studio offers an API-first platform designed for active traders, hedge funds, and asset managers.
Stake
It offers tailored investment solutions, expert fiduciary and tax guidance, and innovative equity-backed finance options...
Fund Manager
Available in Personal, Professional, and Advisor versions, it caters to individual investors, professional traders, and...
Kavout
By leveraging machine learning and over 200 factors, users receive timely, automated insights and signals...
Portfolio Trader
Users can effortlessly track multiple portfolios and multi-currency holdings, benefiting from in-depth Profit & Loss...
Trendo
With a focus on optimal trading conditions, it provides users with competitive spreads and advanced...
MyStockPortfolio
Users can screen over 8,000 stocks, track holdings, and gauge market trends with instant stock...
Benzinga Pro
Users benefit from analyst ratings, access to free reports, and timely news updates, ensuring they...
Toggle
This innovative platform combines advanced analytics with an intuitive interface, enabling users to explore thousands...
Morningstar Office Cloud
It streamlines portfolio analysis, risk assessment, and client reporting, enabling users to make informed investment...
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
Top Passiv Alternatives
- Wealthsimple Trade
- Write Up
- Sterling Stock Picker
- FinTok
- InvestSMART
- Clear Street Studio
- Stake
- Fund Manager
- Kavout
- Portfolio Trader
- Trendo
- MyStockPortfolio
- Benzinga Pro
- Toggle
- Morningstar Office Cloud
