Snowball Analytics

Snowball Analytics

By Snowball Analytics

  • Category: Finance
  • Release Date: 2024-02-21
  • Current Version: 23.0
  • Adult Rating: 17+
  • File Size: 26.49 MB
  • Developer: Snowball Analytics
  • Compatibility: Requires iOS 15.0 or later.
Score: 4.8
4.80943
From 509 Ratings

Description

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. Terms of Service: https://www.apple.com/legal/internet-services/itunes/dev/stdeula

Screenshots

Reviews

  • 3 day review

    4
    By Fancy maneuvering
    Helpful for charting progress and staying on track with your investment goals. Stock screener has not been needed thus far, but from what I can tell it does adequately break down metrics and gives a quick response.
  • Best app for portfolio tracking

    5
    By mcnutter1
    I’ve searched for a long time looking for an app that tracks multiple portfolios, tracks dividend performance, allows you to set goals and models different investment strategies… this is the one, and I’ve tried them all.
  • Meh

    1
    By iPhone Crumbles
    No widgets. No ability to manually add a cash position (like savings.) and no, I don’t want to give you access to my account. I want to manually enter in my cash position.
  • Income investor

    5
    By Investor Diva
    This is a very easy app to use and understand. It shows many important things about your investment portfolio. I especially love the way it lays out when you’re getting paid and how much you get paid every month and the total that you get for the year.
  • Nice for tracking and planning

    5
    By Future millionaireaz
    I was hesitant at first because of the cost, but using several different brokerage accounts, this app makes it SUPER easy to track everything at the same time.
  • Don’t download

    1
    By FrozenTacos
    I just love an app that gives you a free trial that when it ends breaks all functionality forcing you to either abandon the app itself or pay for it. AVOID this developer, they’re greedy and not customer focused in the slightest.
  • Dirty Red

    5
    By Vincent Rob
    Snowball is a great analytic tool. It really helps to build a tremendous portfolio.
  • Very inaccurate

    1
    By FoxyAK
    Dates for payout do not match a fund or ETFs posted schedule. Actual payout projections are just current month payout repeated.
  • Top-tier

    5
    By Jgabcsba
    Very helpful super simple to use for the long-term investor
  • Out of synch updates

    1
    By GregSilverFox
    I downloaded & tried for 2 months, as a paid subscriber. While the user interface is useful & the goal setting function is mathematically accurate, I found the app unable to keep up with changes implemented by the ETF issuers. For example, when Yieldmax changed many of their offerings to weekly (vs monthly) dividend payouts, this app kept the annualized rate for ALL weekly payouts. That incorrectly reported 4x more passive income in my portfolio dashboard. It seems like they’re missing the basic math in their attempts to keep up with changes from the data providers (e.g., ETF issuers). I have no patience to pay for bad math when I can simply build my own tracking spreadsheet.

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