Best Tools for Passive Investors
3 tools ranked by rating and features
#1
Automated investment management platform (robo-advisor) offering tax-loss harvesting, financial planning, and high-yield cash accounts with low advisory fees.
automated-investingtax-loss-harvestingfinancial-planninghigh-yield-savings
✓ Industry-leading tax-loss harvesting✓ Low 0.25% advisory fee✓ High-yield cash account with FDIC insurance
#2
Open-source wealth management platform for tracking stocks, ETFs, crypto, and other assets with portfolio analytics, allocation views, and self-hosting capability.
portfolio-trackingperformance-analysisallocation-viewsmulti-currency
✓ Open-source with self-hosting option✓ Privacy-focused (no data selling or ads)✓ Supports stocks, ETFs, crypto, commodities
#3
Micro-investing app that automatically rounds up everyday purchases and invests the spare change into diversified ETF portfolios, plus banking and retirement accounts.
round-upsautomated-investingretirement-accountschecking-account
✓ Effortless investing through round-ups✓ Expert-built diversified portfolios✓ Retirement account (IRA) option included