Where to start? Smart Portfolio

Get to know Passfolio’s new beta feature.

tell us your investment goals and risk tolerance
recommend an investment portfolio and manage it for you using our advanced algorithm

Why Smart Portfolio?

Simplified Investing

Investing shouldn’t be hard, so we aim to make it easy. First, answer questions about your investment goals and risk tolerance. Our advanced technology will suggest a portfolio for you.

Smart Mix

Our algorithm will periodically rebalance your portfolio with a diversified global mix of ETFs. The Smart Portfolio has a fixed 0.75% annual fee.
Simple and Transparent
Check your Smart Portfolio profil/loss anytime.
Convenient and accessible
You can access your account anytime and anywhere.
Tweak as needed
Increase or decrease your position as you wish, cancel anytime.
We want you to succeed
Our fee is based on the value of your portfolio. You make money, we make money.
Begin your investment journey now
Invest now

Smart Portfolio - Built for Your Investment Goals

Passfolio’s Smart Portfolio will recommend a portfolio to you based on your investment goals and risk tolerance.

Conservative

The conservative portfolio is optimized for wealth preservation rather than making big returns on your investments.

Moderate

The moderate portfolio balances risk and downside in order to achieve greater potential returns.

Aggressive

The aggressive portfolio takes on greater risk in exchange for greater potential returns.

We take care of the work so you don’t have to

Choosing what to invest in can be hard - there are over 4.400 stocks, ETFs, REITs and ADRs available in Passfolio. Passfolio’s Smart Portfolio was created to help new investors get started on their journey towards financial freedom.

How to set up your Smart Portfolio

1. Create a Passfolio Account

If you don’t already have one, you can create one here - it takes less than 5 minutes.

2. Choose your Smart Portfolio

Once you have an account, click on the “Smart Portfolio” tab under your portfolio graph. Answer a few questions so we can recommend a portfolio for you.

3. Choose a value to start

The mininum investment is $100, increase or decrease your smart portfolio position as often as you like.

4. We take care of the rest!

After that we manage it for you: no worrying about figuring out when to execute trades - our advanced algorithm does it for you!

Cancel anytime.

Still have questions?

What is Smart Portfolio?

How does it work?

How to Activate?

How to change values?

Fees

Is there a minimum amount to invest?

How to disable Smart Portfolio?

Can my account fluctuate in value?

What if my investment goals change?

Once I fund my account, how long before my money is invested?

Still have questions?

Create a Passfolio account now