Snowball Analytics is an investment tracking app for any thoughtful long-term investor. Get overview of all your investments in one place - portfolio performance, dividends, company fundamentals, benchmarking and more.
📋 Lose the spreadsheet – we make investment tracking easy and hassle-free
💰 All your investments in one place - stocks, crypto, funds, real estate, etc.
🌐 Multiple currencies and stock exchanges
⏱️ Easy data import - link your brokerage account in a few minutes (US, EU, Asia, ...). 1000+ brokers supported
📊 Benchmarking - compare your results with popular funds and indices
🪙 Comprehensive dividend analytics, future dividends and our own rating of dividend companies
🖱️ One-click portfolio rebalancing
📈 Company fundamentals
🤝 Community - see how other investors are navigating their portfolio in current market conditions
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Passiv might be a bit more popular than Snowball Analytics. We know about 49 links to it since March 2021 and only 33 links to Snowball Analytics. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
I have no issues maintaining the ratios as I use a platform that buys it in the correct ratios (passiv.com). Source: 10 months ago
Open an account with Passiv. Since you have a QT account, it will give you access to their "elite" subscription for free. See this video to see how you can setup your Passiv account: https://www.youtube.com/watch?v=A-hGnim7v5U. Source: 11 months ago
Personally I use the free version of "Passiv" website. You are able to link up your Wealthsimple account to it and it gives you some performance metrics about your portfolio including breakdown of dividends by stock/etf and all time dividends. Source: 11 months ago
I've given access to passiv.com for my IBKR account. Source: 12 months ago
Schwab does not, but you can use a third party service like Passiv. It connects to your Schwab account and manages the portfolio for you. Source: about 1 year ago
Https://snowball-analytics.com has categories, but about $150 a year for multiple portfolios. Source: 9 months ago
If you're contributing monthly, use those funds to top up. Otherwise, there are online tools you can use to get rebalancing very close. I use https://snowball-analytics.com/ but there are others I'm sure. Source: 11 months ago
You can try Snowball Analytics. Have been using the free edition for a while now and its OK but its not as comprehensive as other tools. Source: 12 months ago
You can use “stock events” or https://snowball-analytics.com to manually add your positions from all your brokers and see a total overview. Source: about 1 year ago
For trading/broker I use M1 Finance. The app on the screenshot is https://snowball-analytics.com/ but it’s not a trading app, it’s just to track dividends and stuff. Source: about 1 year ago
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