VERDICT
Free portfolio rebalancing software for self-directed investors - passiv.com
Depends. Buy it if you self-direct a multi-ETF portfolio at a supported broker like Questrade and want one-click rebalancing. Skip it if you hold all-in-one ETFs, want stock picks, or your broker isn't supported — a spreadsheet then does the same job.
Medium. Based on 14 public sources; many search snippets truncated and exact Elite pricing not visible in evidence.
$0
Free
medium
Free tier is mostly tracking; one-click trading sits behind paid Elite membership
medium
Only works with supported brokers — verify yours before paying
medium
Seed-stage company; long-term viability depends on broker partnerships
medium
Wealthsimple integration limitations raised by users
Value for money: 4/5
Rating
$0
Starting price
12
Sources
Analyzed
$0
Paid membership (see pricing page)
No known vulnerabilities found in the sources reviewed.
Reddit DIY investors generally value Passiv's one-click rebalancing with Questrade, though a vocal minority reports frustration.
“Passiv's one click trade”
“Passiv Sucks”
Compare Passiv with each alternative.
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Passiv vs Snowball AnalyticsDividend-focused portfolio tracking
Passiv vs PortseidoFree manual rebalancing math; fine for simple portfolios
Based on 14 public sources; many search snippets truncated and exact Elite pricing not visible in evidence.
Rebalancing execution layer for DIY ETF investors at supported brokers; skip if you hold all-in-one ETFs.
Based on 14 public sources; many search snippets truncated and exact Elite pricing not visible in evidence.
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