Table of contents
Easy Portfolio Management
Passiv simplifies the process of managing and rebalancing investment portfolios, automating tedious tasks and making it easier for users to maintain their desired asset allocations without needing to manually perform trades.
Direct Brokerage Integration
The platform integrates directly with various brokerage accounts, allowing users to manage investments seamlessly from one place. This integration streamlines the execution process and keeps portfolios up to date.
Customizable Strategies
Passiv offers customizable strategies, allowing users to tailor their investment plans to meet specific goals and preferences. This personalization can enhance portfolio performance according to individual risk tolerance and objectives.
Real-time Monitoring
Users can benefit from real-time monitoring of their portfolios, helping them to make timely decisions in response to market changes. This feature ensures that they can remain on track with their investment plans.
Cost-effective Solution
By offering robust features that facilitate self-management of investments, Passiv allows users to potentially save on management fees typically charged by financial advisors or robo-advisors.
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Check the traffic stats of Passiv on SimilarWeb. The key metrics to look for are: monthly visits, average visit duration, pages per visit, and traffic by country. Moreoever, check the traffic sources. For example "Direct" traffic is a good sign.
Check the "Domain Rating" of Passiv on Ahrefs. The domain rating is a measure of the strength of a website's backlink profile on a scale from 0 to 100. It shows the strength of Passiv's backlink profile compared to the other websites. In most cases a domain rating of 60+ is considered good and 70+ is considered very good.
Check the "Domain Authority" of Passiv on MOZ. A website's domain authority (DA) is a search engine ranking score that predicts how well a website will rank on search engine result pages (SERPs). It is based on a 100-point logarithmic scale, with higher scores corresponding to a greater likelihood of ranking. This is another useful metric to check if a website is good.
The latest comments about Passiv on Reddit. This can help you find out how popualr the product is and what people think about 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
I use Passiv to manage my accounts at Questrade, and I made a short guide on how to setup Passiv to manage your portfolio. I hold asset allocation ETF's, which give you a low cost globally diversified portfolio--no thinking required. Source: about 3 years ago
I use Questrade, and manage my accounts with Passiv. Source: about 3 years ago
As the title says - happened on this service https://passiv.com/ when browsing around; they can be linked to brokerages including IBKR, and help you rebalance your portfolio based on your previous settings. Especially attractive if you were using multiple brokerages. Wondering if anyone has any experience with it, if there are any catches, etc. Source: over 3 years ago
I use Questrade as my brokerage, and use Passiv combined with the free upgrade to Passiv Elite to manage my TFSA and RRSP. I use the Target Portfolio feature, and One Click Trades to place trades in my account when I make new deposits. I know how to place manual trades, but Passiv just automates that. I also like their reporting dashboard. Source: over 3 years ago
I use Passiv and don't bother with DRIP. I just log in once a month after I make my regular contributions and it calculates and places my trades with one click trades. Source: over 3 years ago
Every 3-6 months I update my net worth worksheet in Excel, but otherwise I use the Passiv Reporting Dahsboard to keep track of my TFSA and RRSP at Questrade. Source: over 3 years ago
While not completely automated, Passiv would allow you to set your target allocation and make all required purchases in one click, and supports IBKR. Source: over 3 years ago
3) Setting up https://passiv.com/ . This service isn't exactly free though. Source: over 3 years ago
For making regular purchases and portfolio management, I use the Passiv platform and free upgrade to Passiv Elite to use One-Click Trades. Source: over 3 years ago
I use https://passiv.com/ to view my investments, their performance and current progress on targets. Source: over 3 years ago
2) Crate an account at Passiv, and link it to your Questrade account. You get the free upgrade to Passiv Elite. Source: over 3 years ago
I use the Passiv platform to manage my portfolios and take advantage of the free upgrade to Passiv Elite to use their One Click Trade Feature. Source: over 3 years ago
I have a little under 200k invested with Questrade in my TFSA and RRSP, both managed by Passiv. Right now I told XEQT for 100% stocks. It pays out a quarterly distribution which I always re-invest. Source: over 3 years ago
Placing trades is fairly simple, and can even be automated by combining Questrade with Passiv, which is what I use. Source: over 3 years ago
Questrade also had a partnership with Passiv which is a portfolio management platform. I use to to manage my TFSA and RRSP on Questrade. Source: over 3 years ago
If you want to go all in on your mix of funds, you can set that up in Passiv, and it will calculate and place trades with minimal input. I would just buy XGRO and forget it. Source: over 3 years ago
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