Pasiv is an agentic investing platform that helps you research, plan, and place trades through a chat-based AI interface. Build wealth on your terms.
Start with a free simulated portfolio and explore the app with virtual money. When you're ready, complete KYC to open a real investing account and trade U.S. stocks and ETFs commission-free.
Discover AI-powered investing by Pasiv Financial, pioneers in conversational wealth since 2019. Leverage frontier models — Claude and Codex — to make faster, more informed investing decisions tailored to your portfolio, all within a secure chat interface with built-in authentication guardrails. Pasiv's always-on cloud agent uses persistent context to support multi-step portfolio workflows: research a stock, plan a trade, review your portfolio, and confirm orders in one widget-rich interface.
With Pasiv, you can:
- Build a portfolio aligned to your long-term wealth goals
- Monitor holdings, track progress, and rebalance over time
- Plan contributions to help you save, invest, and earn toward a basic retirement goal
- Prepare and confirm single or multi-order stock and ETF trades in-app
- Stay updated with live quote data and portfolio-aware insights
- Use your existing Claude or ChatGPT account within the app
Key features
- Built-in investing app + AI agent workflow
- Persistent agent context across portfolio tasks
- Chat-based stock and ETF execution flows
- Multi-order confirmations, including mixed buy/sell baskets
- OTP-protected for all transactions
- Automated daily deposit & fractional share order placement across your portfolio to dollar cost average seamlessly
- Roundup investing for eligible users in supported regions
Important
Pasiv is a technology platform enabling you to host a persistent AI agent with pre-configured execution skills and does not provide personalized investment advice or recommendations. All investing involves risk, including possible loss of principal. Product availability, brokerage features, and funding options vary by jurisdiction and account eligibility. Pasiv is currently available to users age 18+ only, and real-money investing is subject to account approval. U.S. securities and financial products are offered through ChoiceTrade Inc., member FINRA and SIPC. Use is subject to terms, disclosures, and applicable approvals.
Easy to use and chat bot that understands company financials
BB8MI6
This is a solid app. Easy to use: paper trading/real trade options. Best feature is the automated chat bot that understands companies.
• Scroll back through your whole Agent chat — older conversations now keep loading as you scroll up
• Compliance questions are easier to read, and you can log out from that screen if you need to step away
• Smarter behind-the-scenes diagnostics so we can spot and fix issues faster
• Performance and stability upgrades across core app flows
Version 80.0.0
The developer, Pasiv Technologies Ltd., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Financial Info
Contact Info
Contacts
User Content
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Seller
Pasiv Technologies Ltd.
Size
82.6 MB
Category
Finance
Compatibility
Requires iOS 16.4 or later.
iPhone Requires iOS 16.4 or later.
iPad Requires iPadOS 16.4 or later.
Mac Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
