Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Stay informed with the most recent news, studies, and suggestions that pertain to your investment portfolio. The app is compatible with iPhone, iPad, and Android devices, creating a convenient hub for tracking your financial assets. You can assess your portfolio's performance from anywhere, at any time, ensuring you remain connected to your investments. Instant notifications will alert you whenever a new recommendation is published, keeping you in the loop. Additionally, you can access the latest ASX announcements, including insights into which directors are actively buying and selling their shares. This tool is designed to assist you in making swift and knowledgeable investment choices. Don't overlook any opportunities—utilize the research section to discover what top analysts at Intelligent Investor are currently discussing. You can also create personalized watchlists to monitor companies of interest closely. Simply search by stock code, and you'll instantly obtain all the pertinent information about the company in question. Download Australia's premier investment app free of charge from the App Store and Google Play, and elevate your investing experience today.
Description
Passiv transforms your brokerage account into an advanced tool for managing your portfolio. You can create a customized index, invest, and rebalance effortlessly with just a click, while also managing several accounts with ease. By linking your accounts from supported partner platforms, you can streamline your investment process. If your brokerage is not included in the list, consider signing up for our mailing list to receive updates on future integrations. Take control of your investments and maintain your desired allocation efficiently. With Passiv’s "buy-only" feature, you can quickly pinpoint underweight assets in your portfolio. It saves you time by automating the trade calculations and executions necessary for maintaining balance within your investments. Additionally, you will receive alerts whenever new cash or dividend payments are made or if your portfolio strays from its intended alignment. We collaborate directly with brokerages and utilize their APIs to ensure that your data remains secure, safeguarding your compliance with their terms and conditions. You'll appreciate the convenience and peace of mind that comes with using Passiv for your investment management needs.
API Access
Has API
API Access
Has API
Integrations
Alpaca
Interactive Brokers
Kraken
Questrade
TD Ameritrade
Tradier
Unocoin
Wealthica
Zerodha
Integrations
Alpaca
Interactive Brokers
Kraken
Questrade
TD Ameritrade
Tradier
Unocoin
Wealthica
Zerodha
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$99 per year
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
InvestSMART
Founded
1999
Country
Australia
Website
www.investsmart.com.au/app
Vendor Details
Company Name
Passiv
Founded
2017
Country
Canada
Website
passiv.com
Product 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
Product 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