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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.

Description

Investors managing their own money across more than one market use PortfolioTrackr for stocks, ETFs, crypto, commodities, forex and futures on one screen. Coverage spans 100 exchanges and 100 currencies, from New York, London and Tokyo to Singapore, Mumbai, Dubai and Riyadh. Enter a position by voice, text, screenshot, CSV, or a broker connection. Each position carries its own target and stop loss, with profit and loss tracked per position and overall. Alerts fire on WhatsApp, Telegram, email or push when a target is reached. Dividend forecasting, benchmark comparison against the S&P 500, NASDAQ-100 or Gold, FIFO capital gains reporting and short positions come standard. No ads, no data resale, no algorithm recommending what to buy. A co-pilot, not an autopilot. Native iOS and Android apps, plus a full web dashboard. Starts with a free 3-day trial, then Starter at $9/month or Pro at $19/month, with a Lifetime option. One dashboard, every position, clear decisions.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Alpaca Yes 
Interactive Brokers Yes 
Kraken Yes 
Questrade Yes 
Stripe No 
TD Ameritrade Yes 
Telegram No 
Tradier Yes 
Twilio No 
Unocoin Yes 
Wealthica Yes 
WhatsApp No 
Zerodha Yes 

Integrations

Alpaca No 
Interactive Brokers No 
Kraken No 
Questrade No 
Stripe Yes 
TD Ameritrade No 
Telegram Yes 
Tradier No 
Twilio Yes 
Unocoin No 
Wealthica No 
WhatsApp Yes 
Zerodha No 

Pricing Details

$99 per year
Free Trial No 
Free Version Yes 

Pricing Details

$9/month
Free 3-day trial. No credit card required. Everything in Starter, with push, email, WhatsApp and Telegram alerts.

Starter: $9/month or $99.99/year. Live prices, P&L, dividends, email, WhatsApp and Telegram alerts. 1 portfolio. Watchlist (10 tickers). Smart import (voice, text, screenshot, CSV, Excel or PDF)

Pro: $19/month or $199/year. Everything in Starter, plus Snaptrade broker connection, AI analysis, SMS alerts worldwide, and up to 5 portfolios.

Lifetime: $299 once. Everything in Pro. Unlimited portfolios. No recurring charge.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Passiv

Founded

2017

Country

Canada

Website

passiv.com

Vendor Details

Company Name

PortfolioTrackr

Founded

2026

Country

United Arab Emirates

Website

portfoliotrackr.com

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors Yes 
For Traders Yes 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management Yes 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

Alternatives

Alternatives