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What is Passiv?

Passiv elevates your brokerage account into a sophisticated instrument for portfolio management. With just one click, you can craft a personalized index, invest, and effortlessly rebalance while managing multiple accounts seamlessly. By linking accounts from our supported partner platforms, you can optimize your investment strategy. If your brokerage isn't on our list, we encourage you to join our mailing list for updates on new integrations. Gain mastery over your investments and effectively maintain your target allocations. Thanks to Passiv’s "buy-only" feature, identifying underweight assets in your portfolio becomes a quick and simple task. The platform automates trade calculations and execution, saving you valuable time in keeping your investments balanced. Furthermore, you will receive notifications whenever new cash or dividends are deposited or if your portfolio diverges from its planned allocation. We work closely with brokerages and leverage their APIs to guarantee that your information stays secure, ensuring compliance with their regulations. You will find that utilizing Passiv for your investment management brings both convenience and a sense of security. Overall, Passiv not only simplifies the investing process but also empowers you to make informed decisions with ease.

What is Collective 2?

Initiate an automated trading strategy through your regular brokerage account, always remembering that the results showcased on Collective2 are solely hypothetical. You have the flexibility to choose and implement a variety of strategies developed by quantitative analysts, traders, or even innovative individuals operating from their homes. Collective2 provides a platform for anyone to have their trading strategies tracked, focusing on the performance results as the key indicator. You are free to select as many strategies as you feel comfortable engaging with at once. In contrast to traditional hedge funds and older investment options, you maintain complete control over your assets, which stay securely within your brokerage account. By simply activating a strategy, you can witness trades being executed in real time through your brokerage interface. Collective2 emphasizes transparency, ensuring your funds never leave your account at any point. The platform accommodates automated trading strategies across various asset classes, such as stocks, options, futures, and forex, thus presenting you with a wide array of investment opportunities. This method allows you to manage your investments more effectively while maintaining autonomy over your financial decisions. Additionally, you can adapt your strategies based on market conditions, ensuring that your trading approach remains relevant and responsive.

Media

Media

Integrations Supported

Alpaca
Interactive Brokers
Kraken
Questrade
TD Ameritrade
Tradier
Tradovate
Unocoin
Wealthica
Zerodha

Integrations Supported

Alpaca
Interactive Brokers
Kraken
Questrade
TD Ameritrade
Tradier
Tradovate
Unocoin
Wealthica
Zerodha

API Availability

Has API

API Availability

Has API

Pricing Information

$99 per year
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Passiv

Date Founded

2017

Company Location

Canada

Company Website

passiv.com

Company Facts

Organization Name

Collective 2

Company Website

trade.collective2.com

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Categories and Features

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