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.
๐ Lose the spreadsheet โ we make investment tracking easy and hassle-free
๐ฐ All your investments in one place - stocks, crypto, funds, real estate, etc.
๐ Multiple currencies and stock exchanges
โฑ๏ธ Easy data import - link your brokerage account in a few minutes (US, EU, Asia, ...). 1000+ brokers supported
๐ Benchmarking - compare your results with popular funds and indices
๐ช Comprehensive dividend analytics, future dividends and our own rating of dividend companies
๐ฑ๏ธ One-click portfolio rebalancing
๐ Company fundamentals
๐ค Community - see how other investors are navigating their portfolio in current market conditions
Sumio provides an overall picture of your financial standing. Download Sumio and get a complete picture of your assets and liabilities. Sumio helps you organize and track the value of your assets and liabilities, including your investments. It's designed to protect your privacy and security without requiring registration or any connection to your banking accounts. Use Sumio to calculate your Net Worth and keep track of your wealth. Get automatic market value updates for stocks, ETFs, and crypto-assets. Sumio is easy to use, just like your contacts app.
Sumio App's answer:
Flutter, Dart, Google Cloud.
Sumio App's answer:
Essential financial metrics are automatically calculated โ Net Worth, Total Assets, Total Liabilities. Multi-Currency โ 100+ world currencies with automatic conversion to the default currency of your choice. Market Data โ Automatic market value updates for stocks, ETFs, cryptocurrencies, precious metals, and other equities from U.S. and global markets. Backup & Sync โ Back up and restore your data using your cloud storage account (Apple iCloud or Google). Privacy and Security โ Privacy-first and secure from the get-go. You have complete control over your data. Security Lock โ Secure access to Sumio with your Passcode, Face ID, or Touch ID. Custom Categories โ Create your own categories for assets and liabilities. Visualisations โ Clear and concise charts to easily evaluate your financial standing. Watchlist โ Monitor the market value of stocks and crypto from the US and global exchanges. Gains & Losses โ An overview of market value changes over time for your investments. Allocation โ Charts illustrating the proportional distribution of your assets and liabilities.
Sumio App's answer:
Privacy-first and easy-to-use mobile app for managing money.
Sumio App's answer:
DIY investors and anyone who wants to take control of their money.
Sumio App's answer:
Independent dev team on a mission to develop privacy focused apps for financial planning.
Sumio App's answer:
Every user of Sumio is big. We appreciate anyone who is using our app.
Based on our record, Snowball Analytics seems to be a lot more popular than Sumio App. While we know about 33 links to Snowball Analytics, we've tracked only 1 mention of Sumio App. 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: about 2 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 2 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: over 2 years ago
You can use โstock eventsโ or https://snowball-analytics.com to manually add your positions from all your brokers and see a total overview. Source: over 2 years ago
For trading/broker I use M1 Finance. The app on the screenshot is https://snowball-analytics.com/ but itโs not a trading app, itโs just to track dividends and stuff. Source: over 2 years ago
For a while I was using a spreadsheet. I also tried apps like YNAB and Lunchmoney. Nowadays I'm using the Sumio app on Android: https://sumio.app/en. It's simple and does the job. Source: almost 3 years ago
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