Snowball Analytics – dividends

Snowball Analytics

About this app

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.

Ratings and reviews

Very nice environment. Easy to use and perfect for the investing newcomer on its free version. After trying to track portfolio using MS Excel this app seems like heaven. Cash tracking, dividend projections, portfolio projections (for goal setting), portfolio country, sector, investment type allocation analyses, etc. Only thing I would add to the app's ability is an option to toggle between pie charts and treemap charts (personally prefer treemaps instead of pie charts)

Surprisingly good! Very pricey so will have to wait for it to go on sale. Bought a month to evaluate. Took a while to set everything up but since then it's been relatively smooth sailing. Customer service has been excellent! $150/year is a bit too rich for my taste. I'd say $60 would make it very competitive. If they added liability tracking, I'd switch from Monarch in a heartbeat for even $200/year

Nice look and great concept, but sync limitations keep it from actually being useful. I don't even trade all that often, but came back from vacation to find my balance off by more than $10,000. Dug into it and found transactions missing from days to weeks ago. If I have to babysit it like that, I may as well stick to a spreadsheet

What's new

In this update, we did our best to fix all the bugs we found. If we missed anything, feel free to report it to our support team.
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