Free portfolio rebalancing software for DIY investors. One-click trades make rebalancing across multiple accounts easy. Build model portfolio once and Passiv automates the rest. Manages $1B+ in assets. Y Combinator company. Also created SnapTrade API for brokerage integrations.
Resource Directory content is Copyright NexusFi® and may ONLY be used with a discrete citation specifically linking to the original listing at https://nexusfi.com/d/
Resource Directory listing is Copyright NexusFi® and may ONLY be used with a discrete citation specifically linking to the original listing at https://nexusfi.com/d/
Overview
Pricing Model
tiered
Founded
2017
Products & Services
Passiv Community (Free)
platform
Free portfolio management tool with automated trade calculations, cash notifications, and multi-account support
Free tier availableAll features except one-click trade execution
Resource Directory listing is Copyright NexusFi® and may ONLY be used with a discrete citation specifically linking to the original listing at https://nexusfi.com/d/
Competitive Analysis
Proposition: You keep full control of your broker + one-click rebalancing without paying management fees
Resource Directory listing is Copyright NexusFi® and may ONLY be used with a discrete citation specifically linking to the original listing at https://nexusfi.com/d/
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