Passiv
Turns brokerage accounts into a portfolio management tool to build personalized indexes, automate rebalancing and cash reinvesting, and track performance across accounts
The product is a portfolio management tool that connects to brokerage accounts to automate maintaining target allocations, calculating and placing rebalancing trades, reinvesting cash and dividends, and tracking performance across accounts without spreadsheets. It is for DIY and everyday individual investors and households who self-manage passive, index-based portfolios at online brokers. It is delivered as SaaS with a free tier that connects to partner brokerages and operates via a dashboard with one-click trades and email alerts.
Key features
- Goal tracking with what-if scenarios
- One-click trades and rebalancing
- Advanced currency handling
- Portfolio drift notifications via email
- Multi-account portfolio groups
- Household account consolidation dashboard
- Exclude assets from balanced portfolio
- Cash management and dollar-cost averaging
- Performance and dividend reporting
- Personalized index building
- Automated trade calculations
- Smart alerts for required actions
- No social media activity within the last 30 days
GTM channels
- Blog
- Newsletter
- Partner program
- Docs
ICP
- Consumers general