
Snowball Analytics
Sharesight
Kubera
getquin
Portfolio Performance
Yahoo! Finance
DonkyCapital
Beanvest
Bitwave CLI
Cryptio
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
Put agents to work inside Bitwave.
Bitwave CLI allows an agent to connect to Bitwave and perform work using the data and functionality already available within the platform.
Through the CLI, agents can:
Access Bitwave data Retrieve transactions Add and retrieve wallets Check balances Categorize transactions Run balance reports Generate inventory views Support other repeatable accounting workflows
Instead of manually navigating through the same steps each time, finance teams can give an agent a task and allow it to use Bitwave’s tools to complete the underlying work.
The goal is straightforward: automate more of the repetitive work surrounding financial operations so people can focus on reviewing results, resolving exceptions, and making decisions.
Let an agent build a set of books
Bitwave CLI can also operate outside an organization’s primary Bitwave environment.
An agent can use the CLI to create a lightweight, local general ledger for a specific project or accounting exercise. It can record activity, generate reports, and share the resulting set of books through a human-readable Bitwave interface.
For example, a user could ask an agent to:
Build a depreciation schedule for construction costs Create a project-specific ledger Produce a balance sheet Generate a profit and loss statement Model and document a discrete accounting scenario The agent can build the work product locally and then share it through Bitwave for someone to inspect and use. This creates a practical bridge between work completed autonomously by an agent and the human review that financial operations still require.
Snowball Analytics
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Based on our record, Snowball Analytics seems to be more popular. It has been mentiond 33 times since March 2021. 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.
Https://snowball-analytics.com has categories, but about $150 a year for multiple portfolios. Source: almost 3 years 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: about 3 years 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: about 3 years 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: over 3 years 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: over 3 years ago
Sharesight - Online stock portfolio tracker that automatically tracks prices, dividends, performance and tax.
Cryptio - Accounting & analytics solution for your crypto portfolio
Kubera - Protect your wealth
getquin - Track all your investments in one place
Portfolio Performance - Stock portfolio tracking
Yahoo! Finance - At Yahoo Finance, you get free stock quotes, up-to-date news, portfolio management resources, international market data, social interaction and mortgage rates that help you manage your financial life.