Snowball Portfolio

【Investment Tracking】
All transactions in one place, with real-time updates for stocks and fund prices.
View portfolio allocation and create investment strategies for asset rebalancing.
【Asset Management】
Analyze household assets and liabilities with Sankey charts for better financial clarity.
Track income, expenses, and balances to monitor trends in your net worth.
【Income Allocation】
Automate monthly income allocation for savings and investments.
Understand monthly spending limits and how long your money will last.
Agreements
User Agreement: https://www.notion.so/User-Agreement-165a85c63d7b8108af58ca0f120d0b41
Privacy Policy: https://www.notion.so/Privacy-Policy-165a85c63d7b81138c0bc2592a503d1b
Membership Terms: https://www.notion.so/Membership-Service-Agreement-165a85c63d7b81beb1e6dff99dacddec
Privacy and Security
We recommend logging in with Apple ID or WeChat for enhanced anonymity.
Our focus is to free you from complex Excel tracking while ensuring data privacy and security.
Please read and understand our User Agreement, Privacy Policy, and Membership Terms before using our services.