
Passiv
CoverEdge
FinancialForce
Snowball Analytics
Accounting Seed
Sharesight
LendingRobot
Bedrock AI
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Based on our record, Passiv seems to be more popular. It has been mentiond 49 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
I have no issues maintaining the ratios as I use a platform that buys it in the correct ratios (passiv.com). Source: about 3 years ago
Open an account with Passiv. Since you have a QT account, it will give you access to their "elite" subscription for free. See this video to see how you can setup your Passiv account: https://www.youtube.com/watch?v=A-hGnim7v5U. Source: about 3 years ago
Personally I use the free version of "Passiv" website. You are able to link up your Wealthsimple account to it and it gives you some performance metrics about your portfolio including breakdown of dividends by stock/etf and all time dividends. Source: about 3 years ago
I've given access to passiv.com for my IBKR account. Source: about 3 years ago
Schwab does not, but you can use a third party service like Passiv. It connects to your Schwab account and manages the portfolio for you. Source: about 3 years ago
CoverEdge - CoverEdge is the AI-powered Options Income Portfolio Management Software for covered call, cash-secured put, and wheel investors. Screener, Research, Rolls, Ledger-grade P&L. 14-day Pro trial, no credit card. 20+ US & Canadian broker sync.
FinancialForce - FinancialForce.com provides cloud ERP solutions for Salesforce: Cloud Accounting Software, PSA, Human Capital Management and Supply Chain Management.
Snowball Analytics - Simple and powerful portfolio tracker for investors. Dividend tracker, portfolio performance and quick portfolio rebalancing. Supports thousands of stocks, funds and cryptocurrencies from all over the world.
Accounting Seed - Accounting software on Salesforce
Sharesight - Online stock portfolio tracker that automatically tracks prices, dividends, performance and tax.
LendingRobot - Automated investing on Prosper/Lending Club