Passiv

Step 1: Connect your brokerage account to Passiv.

Step 2: Set your target asset allocation (e.g., 60% stocks, 40% bonds).

Step 3: Enable automatic rebalancing with desired frequency.

Step 4: Passiv automatically executes trades to rebalance your portfolio.

Step 1: Connect all your brokerage accounts to Passiv.

Step 2: View your consolidated portfolio holdings and performance.

Step 3: Generate reports on total returns, dividends, and capital gains.

Step 4: Analyze your overall investment performance.

Step 1: Define your retirement goals and risk tolerance.

Step 2: Set up a diversified retirement portfolio with appropriate asset allocation.

Step 3: Automate rebalancing to maintain your desired asset allocation.

Step 4: Monitor your portfolio's progress and make adjustments as needed.

Step 1: Define your investment criteria and desired asset allocation.

Step 2: Create a custom index within Passiv.

Step 3: Track the performance of your custom index.

Step 4: Rebalance your portfolio to match the index allocation.

Step 1: Enable tax-loss harvesting within Passiv.

Step 2: Passiv identifies opportunities to sell losing investments.

Step 3: Offset capital gains with losses to reduce your tax burden.

Step 4: Reinvest proceeds in similar assets to maintain your portfolio allocation.