8月28日 的 Pasiv: Smarter Wealth 應用程式分析

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.