Overview
Passiv is a portfolio management tool designed to automate investment processes and simplify portfolio rebalancing. It helps users build personalized indexes and manage multiple brokerage accounts efficiently. Passiv connects to various brokerage platforms, allowing users to set their target asset allocation and automatically rebalance their portfolios with a single click. The tool provides detailed reporting and performance metrics beyond what typical brokerages offer, including insights on dividends and earnings over custom periods. Passiv aims to reduce the time and effort required for investment management, catering to both novice and experienced investors looking to streamline their portfolio maintenance and track their investment progress with a clean, simple dashboard.