Snowball Analytics

Snowball Analytics

By Snowball Analytics

  • Category: Finance
  • Release Date: 2024-02-21
  • Current Version: 22.0
  • Adult Rating: 17+
  • File Size: 27.44 MB
  • Developer: Snowball Analytics
  • Compatibility: Requires iOS 15.0 or later.
Score: 4.8
4.81167
From 377 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

  • 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.
  • Amazing

    5
    By EthaSponseller
    Well made
  • A must have for dividend investors!

    5
    By wwertyyuikknyjngfhj
    I like the way the it can combine multiple portfolios (IRA and taxable) while factoring dividends reinvestments for a more accurate measurement of losses and gains.
  • Useful for Div investors but has kinks

    4
    By DrEddy100
    I really like some of the views on my Fidelity portfolios, that Fidelity doesn’t give me. The best: a graph showing current yield and yield on cost per holding, making it super useful for portfolio rebalancing. However the portfolio syncs with Fidelity are quite unreliable and take a lot of retries. In addition the user interface can be quite confusing in certain areas, but this can be overcome with experience. In all, a useful product, hopefully on its way to greatness via successive improvements!!
  • The Snowball Effect

    5
    By quesup
    I’m new to the App but so far it’s easy to use and understand
  • Great app!

    5
    By Chihcchen
    Easy to use and combines all portfolios.
  • So far it’s great

    5
    By Seann26
    So far it’s been very accurate and a great app. Easy to use, don’t really have to do anything. As long as it stays free I’m happy.
  • Loads of detailed information

    5
    By Another Stig
    Given the investment climate these days, this service offers a ton of information and data for not a lot of money. This service compartmentalizes the information to where you can see whatever you want when you want and it makes sense to you. Great app.
  • Great dividend tracker

    5
    By DJF1212
    Well worth the annual fee. I absolutely love the tracker so far. Very easy to use and fun to see the analytics and goals. Thanks and good luck out there investing nation!
  • Proved me wrong

    5
    By Almy70
    Thought this app was too complicated. But a lesser version proved to be less Came back took the time and did the work. This is an powerful tool that is completely worth it. So help yourself shift to your shine.

keyboard_arrow_up