WealthWise vs Passiv — 2026 Comparison

Passiv connects to Questrade to automate rebalancing. WealthWise is a deep analytics tool revealing your portfolio's true health — without automating trades.

Detailed comparison table

FeaturePassivWealthWise
Main functionAuto-rebalancingDeep analytics
Supported brokerQuestrade onlyAll (manual/CSV)
Free tier1 portfolio1 portfolio, 10 assets
Paid tier~$10-30 USD/mo (verify current pricing)$9.99-19.99 CAD/mo
Executes tradesYesNo
Monte Carlo FIRENoYes
Sector heatmapNoYes
S&P 500/TSX benchmarkNoYes
Gemini AINoYes
Bilingual FR/ENEnglish onlyFrench + English

Verdict

If you use Questrade and want automated rebalancing, Passiv works well. If you want to analyze deeply, WealthWise complements it. Many have both.

Frequently Asked Questions

Can Passiv replace WealthWise?

No. Passiv shows current vs target allocation. WealthWise goes deeper: Monte Carlo FIRE, sectors, dividends, AI.

Can WealthWise rebalance my portfolio?

No. WealthWise suggests adjustments (AI Smart Rebalance), you execute at your broker. We're not a broker.

Does Passiv support Wealthsimple?

No, Questrade only. WealthWise works with any broker via manual entry or CSV.

Which is cheaper?

Passiv Elite ~$30 USD ≈ $40 CAD/mo (verify current pricing). WealthWise Premium $19.99 CAD/mo — ~50% cheaper.

Try WealthWise free

100% Canadian tool, free to start. No card required.

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🌐 Version française: /vs/passiv/