{"id":16369,"date":"2020-01-24T15:07:10","date_gmt":"2020-01-24T20:07:10","guid":{"rendered":"https:\/\/wealthica.com\/blog\/?p=16369"},"modified":"2021-07-26T11:53:57","modified_gmt":"2021-07-26T15:53:57","slug":"automated-portfolio-rebalancing-coming-to-wealthica-thanks-to-passiv","status":"publish","type":"post","link":"https:\/\/wealthica.com\/blog\/automated-portfolio-rebalancing-coming-to-wealthica-thanks-to-passiv\/","title":{"rendered":"Automated Portfolio Rebalancing Coming to Wealthica, Thanks to Passiv"},"content":{"rendered":"<p>We are happy to announce a partnership with Canadian Fintech Startup <a href=\"https:\/\/getpassiv.com\" rel=\"noopener\">Passiv<\/a>, to automatically calculate trades and follow a target portfolio asset allocation.<\/p>\n<h2 id=\"rtoc-1\" >Rebalance Instantly<\/h2>\n<p>Canadian Investors can use<a href=\"https:\/\/passiv.com?ref=XZHOFCZQKU\" rel=\"noopener\"> Passiv Lite<\/a> for free within Wealthica.<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/stockchase.com\/discover\/wp-content\/uploads\/2020\/01\/passiv-list-trades.png\" alt=\"Passiv List Trades\" title=\"passiv-list-trades.png\" border=\"0\" width=\"850\" height=\"265\" class=\"responsive\" \/><\/p>\n<p>Wealthica makes it possible for self-directed investors to automatically load one&#8217;s ETF portfolio into Passiv and calculate trades needed based on the target portfolio and available cash.  If you already have an ETF portfolio, give Passiv Lite a try to generate your rebalancing trades.<\/p>\n<h2 id=\"rtoc-2\" >Wealthica + Passiv<\/h2>\n<p>Passiv is a Canadian Fintech startup we&#8217;ve been closely watching for some time. <\/p>\n<p>We&#8217;re excited to partner with Passiv because they share our vision to empower the Canadian investor to manage their wealth for themselves. It also is an additional add-on available to all Wealthica users that extends the features and possibilities of Wealthica.  <\/p>\n<p>Great news for Passiv users. You can now connect your Wealthica account to Passiv to view holdings outside Passiv\u2019s brokerage partners. This means users can get a holistic view of all their investment holdings and account for the entire portfolio when rebalancing. Learn more about the new integration and how to add your Wealthica account to Passiv <a href=\"https:\/\/passiv.com\/help\/tutorials\/how-to-view-holdings-outside-passiv-brokerage-partners\/\" rel=\"noopener\">here<\/a> <\/p>\n<p><img decoding=\"async\" src=\"https:\/\/stockchase.com\/discover\/wp-content\/uploads\/2020\/01\/passiv-lite-rebalancing.png\" alt=\"Passiv Lite Rebalancing\" title=\"passiv-lite-rebalancing.png\" border=\"0\" width=\"850\" height=\"265\" class=\"responsive\" \/><\/p>\n<p>Using Passiv Lite within Wealthica, investors can generate trades to rebalance a <a href=\"https:\/\/wealthica.com\/blog\/canadian-couch-potato-investing\/\">Canadian Couch Potato portfolio<\/a>.<\/p>\n<h2 id=\"rtoc-3\" >How to Successfully Invest in ETFs<\/h2>\n<p>If you want to lean more about how to use Passiv within Wealthica, have a look at our <a href=\"https:\/\/wealthica.com\/blog\/canadian-couch-potato-investing\/\">Do More with Passiv + Wealthica<\/a> post which also gives you tips to <a href=\"https:\/\/wealthica.com\/blog\/canadian-couch-potato-investing\/\">Succeed with Canadian Couch Potato Index Investing<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We are happy to announce a partnership with Canadian Fintech Startup Passiv, to automatically calculate trades and follow a target portfolio asset allocation. Rebalance Instantly Canadian Investors can use Passiv Lite for free within Wealthica. Wealthica makes it possible for self-directed investors to automatically load one&#8217;s ETF portfolio into Passiv and calculate trades needed based&hellip;<\/p>\n","protected":false},"author":1,"featured_media":16391,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2188],"tags":[],"class_list":["post-16369","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-press-release"],"acf":[],"_links":{"self":[{"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/posts\/16369","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/comments?post=16369"}],"version-history":[{"count":12,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/posts\/16369\/revisions"}],"predecessor-version":[{"id":25601,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/posts\/16369\/revisions\/25601"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/media\/16391"}],"wp:attachment":[{"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/media?parent=16369"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/categories?post=16369"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/tags?post=16369"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}