Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Sharesight Reviews & Ratings
    4.0 out of 5 stars 566 Ratings
    Company Website for Sharesight
  • eToro Reviews & Ratings
    4.0 out of 5 stars 32,417 Ratings
  • Planview Portfolios Reviews & Ratings
    4.2 out of 5 stars 200 Ratings
    Company Website for Planview Portfolios
  • Bryt Software Reviews & Ratings
    4.8 out of 5 stars 21 Ratings
    Company Website for Bryt Software
  • D&B Finance Analytics Reviews & Ratings
    4.2 out of 5 stars 802 Ratings
    Company Website for D&B Finance Analytics
  • BoldTrail Reviews & Ratings
    4.5 out of 5 stars 2,126 Ratings
    Company Website for BoldTrail
  • Planview Software Product Delivery Reviews & Ratings
    5.0 out of 5 stars 2 Ratings
    Company Website for Planview Software Product Delivery
  • Summ Reviews & Ratings
    4.6 out of 5 stars 936 Ratings
    Company Website for Summ
  • Project Insight Reviews & Ratings
    4.5 out of 5 stars 122 Ratings
    Company Website for Project Insight
  • CoinStats Reviews & Ratings
    4.5 out of 5 stars 101,145 Ratings
    Company Website for CoinStats

What is Volaren?

Volaren is a cutting-edge digital platform designed for personal investing that brings together brokerage accounts, enabling investors to analyze their assets, track changes in their portfolios, and investigate different stocks and investment opportunities. The platform incorporates an AI copilot that elucidates shifts in portfolios, responds to research-related queries, and translates investment concepts into tailored portfolio suggestions. Users have the flexibility to create AI agents that can handle routine tasks like portfolio rebalancing, tax-loss harvesting, and monitoring disclosures from public investors and funds. These agents can function with virtual funds or execute trades through connected brokerage accounts, adhering to user-defined budgets and trading criteria. Investors have the option to either approve trades manually or set automated actions within their established limits. Moreover, Volaren provides an extensive array of resources, including real-time market data, news updates, regulatory documents, portfolio analysis tools, backtesting functionalities, daily summaries, and text-based communication features, which collectively enhance the investing experience. Through its diverse range of offerings, Volaren aspires to equip individual investors with the tools they need to make well-informed investment choices while facilitating a more streamlined approach to managing their financial assets.

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.

Media

No images available

Media

Integrations Supported

Alpaca
Kraken
Questrade
Binance
Charles Schwab
E*TRADE
Fidelity
OANDA
Robinhood
Stake
Trading 212
Vanguard
Wealthsimple
Webull
eToro
tastytrade

Integrations Supported

Alpaca
Kraken
Questrade
TD Ameritrade
Tradier
Unocoin
Zerodha

API Availability

API Availability

Has API

Pricing Information

$12/month
The free plan includes 100 AI credits per month. The $12/month plan includes 1,000 AI credits per month and unlocks all features. Credits are used for AI work; market prices, news, portfolio access, and trading do not use credits.
Free Version

Pricing Information

$99 per year
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub

Company Facts

Organization Name

Volaren

Date Founded

2026

Company Location

United States

Company Website

www.volaren.ai/

Company Facts

Organization Name

Passiv

Date Founded

2017

Company Location

Canada

Company Website

passiv.com

Categories and Features

Categories and Features

Popular Alternatives

Popular Alternatives

Finapolis Reviews & Ratings

Finapolis

Finapolis Inc
OnePortfolio Reviews & Ratings

OnePortfolio

5.0 out of 5 stars
Wealthica Reviews & Ratings

Wealthica

4.0 out of 5 stars