Based on our record, Passiv seems to be a lot more popular than Portfolio Performance. While we know about 49 links to Passiv, we've tracked only 1 mention of Portfolio Performance. 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: 11 months 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: 12 months 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: 12 months ago
I've given access to passiv.com for my IBKR account. Source: 12 months 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 1 year ago
To keep track of investment performance I use the open source tool PortfolioPerformance. It’s stored locally and not in the cloud (like an excel sheet) and gives a pretty nice interface with stats and graphs. (See: https://portfolio-performance.info). Source: about 2 years ago
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