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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Easily monitor and forecast your dividend earnings in one centralized, free platform. Receive alerts for ex-dividend dates and project your dividend income up to a year ahead. Organize your investments using multiple portfolios, and document shares with precision down to eight decimal points. Our platform includes symbols for UK, US, European, and various other markets. Start by adding your portfolio at no cost to experience our services. DiviTrack is designed to assist you in managing your dividend stocks effectively. We gather market information from diverse sources and juxtapose it with the portfolio data you provide, allowing us to compute important metrics like yield on cost and projected annual income. We are excited to introduce additional features in the near future. Currently, stock prices are refreshed daily at 07:00 UTC, reflecting the previous close price. While dividends and prices are adjusted for splits, reinvestments must be added manually by selecting the add order button. Our goal is to make tracking your investments as seamless as possible while expanding our offerings.

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

Screenshots View All

Screenshots View All

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

$7.50 per month
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

DiviTrack

Website

divitrack.io

Vendor Details

Company Name

Passiv

Founded

2017

Country

Canada

Website

passiv.com

Product Features

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

Alternatives

Alternatives