Snowball Analytics is an advanced mobile application for efficient management and analysis of your investment portfolio, allowing you to conveniently consolidate multiple brokerage accounts, plan and track your investments, control dividends, and make informed investment decisions.
All investments in one place: Merge multiple brokerage accounts into a single portfolio for a comprehensive view of your investments. The ability to add various assets, including non-exchange-traded assets like loans, deposits, real estate, and other types of investments, makes this app a versatile tool for comprehensive asset management.
Monitor cash flow: A calendar for dividend and coupon income allows you to stay informed on expected and actual payments, amortizations, and redemptions. Set a goal and determine when you can achieve your financial dream.
Reveal actual returns: With Snowball Analytics, you can identify the portion of your profits spent on broker commissions, accurately calculate annualized returns, and understand the difference between profits in local currency and foreign currency. The application provides in-depth analytical data and answers to crucial questions.
Save time and money: The app supports integration with 1000+ US and international brokers, ensuring convenient and swift integration with your investment accounts. The automatic integration ensures real-time data availability.
International investments: Snowball Analytics supports multi-currency portfolios and supports assets from around the world, covering all major global exchanges. This gives you the freedom of choice and ample opportunities to diversify your portfolio.
Regular Updates and Enhancements: The Snowball Analytics development team consistently works on improvements and adding new features. Regular updates ensure information relevance and functional expansion to meet user needs. We listen to our users' needs, so if you have any ideas or suggestions, feel free to reach out!
Benefits of using Snowball:
Convenience and accessibility: An intuitive interface makes investment management simple and accessible for every investor, regardless of their experience in investing.
Anonymity and security: User data security is a top priority for Snowball Analytics, ensuring complete user confidentiality and anonymity without requiring personal information during registration.
Easy data upload: Integration with numerous brokers facilitates convenient access to dividend and coupon data from various sources.
Deep Analysis: Conduct a detailed analysis of your investment returns, including broker commissions, currency revaluation, taxes and more, to make informed financial decisions.
Conclusion:
Snowball represents a simple yet powerful tool for tracking, managing, and analyzing an investment portfolio. It combines cutting-edge technology with a user-friendly interface, making it an ideal choice for investors at all levels. With it, you gain full control over your investments and can effectively plan and execute your investment strategy.
Terms of Service:
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In-Apps
Expert
$249.99
Starter
$79.99
Investor
$149.99
Screenshots
User Rating
4.8 out of 5
163 ratings
in United States
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Ratings History
Reviews
The best investment tracker I have ever used!
I learned more about the performance of my investments in just five minutes using Snowball Analytics than I ever knew before purchasing a subscription to their service. Definitely worth it and one of the best choices I could have made.
Good enough so far.
Very cool tool to aggregate.
Some of the functionality is constraining (for example importing your on a CSV is an absolute nightmare).
TBD re: customer service, but to make the most of the service, I suspect one would need an onboarding.
Also, returns and benchmarking is directionally good, but leaves some to be desired.
YUP
BEST UI OUT. EASY TO TRACK
Very easy to start
Easy to use and connect and nice UI
Best tracker so far.
Should be able to input past data like when i bought and sold prev instesd of from and going in further, but so far so good.
Best portfolio platform
I’ve tried about a dozen portfolio tracking platforms over the past few months, and this is by far my favorite. It gives me all the data that I want, without overwhelming me. I came for the dividend tracking features, and I stayed because it’s the total package. Just uploaded over 100 transactions manually.
I got my nose in Snow😂
Let me tell you this: this is the complete stock and dividend tracker, everything is Automatically done for you by linking your accounts.
App doesn’t redirect when trying to add fidelity
I can add my Robinhood account no worries problem but when it comes to my fidelity account it stuck at the redirect screen and the click here button doesn’t work
Add edit function
I love the app but there is no way to edit holdings! The only thing I found is something called “transactions” but that’s if you want to add another buy or sell transactions.
I invest every week and I forgot to add the holding for 4 weeks straight.
With the “transaction” edit function, I have to enter the buys for all 4 weeks separately which takes too much time and inefficient.
The desktop website allows us to edit the holding by editing the number of shares we hold and our average price. The app does not let you do this. This is far more efficient if you missed to add holdings for multiple weeks/months
Can’t edit a holding
Once you enter a holding, there is no way to edit it. You literally need to delete your entire portfolio and restart. Horrible!