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
Number of portfolios
10
Number of holdings
Unlimited
Automatic brokerage connection
Stocks, Funds, Cryptocurrencies
Dividend calendar
Returns analytics
IRR calculations
Benchmarking
Portfolio rebalancing
Multiple currencies and stock exchnages
Custom investments (real estate, deposits)
Binance API support
Top dividend stocks
Https://snowball-analytics.com has categories, but about $150 a year for multiple portfolios. Source: over 1 year 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: over 1 year 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 1 year 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 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: over 1 year ago
Snowball Analytics - snowball-analytics.com - I'm considering migrating my spreadsheet to this one. Source: almost 2 years ago
My broker is Interactive brokers, the app is https://snowball-analytics.com/. Source: almost 2 years ago
Https://snowball-analytics.com/ not an app actually, a website but I use it from my phone. Source: almost 2 years ago
I am using snowball to track my stocks and can switch between currencies. I believe it can integrate with ibkr. I did it manually since my old broker not supporting it -Stake. I also did custom stocks to track couple of NZ ETFs manually. Source: almost 2 years ago
You can try new Portfolio lab feature of https://snowball-analytics.com. Source: almost 2 years ago
Https://snowball-analytics.com/ a new and improving website. Source: almost 2 years ago
If fidfolios were a bit more robust I’d use them. In the meantime, https://snowball-analytics.com is my move. I just purchase stocks like normal via fidelity, and let snowball tell me how to rebalance my pie. Source: almost 2 years ago
Https://snowball-analytics.com Will work for sure Also you can link your brokerage account to it and it will sync automagically. Source: almost 2 years ago
Try https://snowball-analytics.com It can track total return, and other things as well. Source: almost 2 years ago
This is snowball-analytics.com and it works for India.. Why you need something else?). Source: almost 2 years ago
It’s not a brokerage, it’s portfolio tracking tool https://snowball-analytics.com. Source: almost 2 years ago
Its https://snowball-analytics.com/ they had like a yearly recap feature for 2022, it was fun (and sad at the same time) to see my results for the year. Source: almost 2 years ago
Https://snowball-analytics.com/ it's a website, but I really like it. Source: almost 2 years ago
I’m not sure what exact functionality do you need, but I use https://snowball-analytics.com to track and analyse my portfolios. Source: almost 2 years ago
Give a try to snowball-analytics.com, it supports CAD and have the website. And free version as well. Source: about 2 years ago
Use snowball-analytics.com and its "category" and "rebalancing" feature for regular top ups. Plan your dividends with it and look at analytics they provide to rebuild your portfolio if needed. Source: about 2 years ago
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