Audience
Investors or portfolio managers searching for a simple and powerful portfolio tracker solution to empower their investing decisions with all-in-one service
About Snowball Analytics
Snowball Analytics is a portfolio tracking platform, so it can run in-depth reports about your dividends, stocks, etf and crypto.
With Snowball Analytics, you can link your brokerage accounts with auto updates. Track portfolio performance of stocks, funds and cryptocurrencies from all over the world. This stock tracker support automatic brokerage connections with over 1,000 brokers from US, Europe, UK, Asia, etc. You can track nearly any stock, ETF or Mutual Fund on the planet. Stock tracker support all major stock exchanges and show your portfolio performance in 25+ currencies.
Snowball Analytics tracker have wide list of tools for analysis and dividend reporting. This equity tracker helps you with:
Rebalancing and allocation of investments, calculation of dividend. Performance calculation including fees, dividend yield, trades, withholding tax,
Dividend rating. Backtest your portfolio. Use benchmarking and build dividend portfolios or test portfolio on historical data.
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Track stocks, ETFs, crypto, commodities, forex and futures across 95 exchanges and 67 currencies, from New York, London and Tokyo to Singapore, Mumbai, Dubai and Riyadh. Including the markets other trackers skip across Africa, South Asia, the Gulf and the Caribbean.
Add a position by voice, text, screenshot or CSV, or connect your broker. Set a target and a stop loss on any position. An alert reaches you on WhatsApp, Telegram, email or push when it's hit.
Also included: dividend tracking with income forecasts, benchmark comparison against the S&P 500, NASDAQ-100 or Gold, a FIFO capital gains report, short positions, and several portfolios viewable combined.
No ads. No selling your data. No algorithm telling you what to buy. A co-pilot, not an autopilot.
Native iOS and Android apps, plus a full web dashboard. Free 3-day trial, then Starter at $9/month or Pro at $19/month, with
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Ask the AI analyst about your own portfolio. It knows your holdings, notes and strategy and answers from live data. Pro adds Radar, news alerts about what you hold; Premium adds Scouts, questions you ask once that Vestiio checks every week.
Research tools include a stock screener with the V-Score, 13F filings from well-known fund managers, and market briefings. Share a portfolio privately or join a leaderboard.
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Pricing
Starting Price:
$6.70 per month
Pricing Details:
For Investors: $12.50
10 Portfolios
Unlimited Holdings
Unlimited Custom holdings
Full Benchmarking
Top dividend stocks, no limits
10y company fundamentals
30+ years backtests
Priority Support
For Professionals to manage and analyze client’s portfolios and share results: $299 per month
10 Portfolios
Unlimited Holdings
Unlimited Custom holdings
Full Benchmarking
Top dividend stocks, no limits
10y company fundamentals
30+ years backtests
Priority Support
For Professionals to manage and analyze client’s portfolios and share results: $299 per month
Free Version:
Free Version available.
Free Trial:
Free Trial available.
Integrations
Company Information
Snowball Analytics
Founded: 2022
France
snowball-analytics.com
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Product Details
Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Videos
Support
Online
Snowball Analytics Frequently Asked Questions
Snowball Analytics Product Features
Stock Portfolio Management
Portfolio Accounting
Supported
Portfolio Rebalancing
Supported
Billing & Invoicing
Not Supported
Client Management
Not Supported
Data Warehousing
Not Supported
For Investment Advisors
Not Supported
For Traders
Not Supported
Order Management
Not Supported
Risk Management
Not Supported
Tax Management
Not Supported
Technical Analysis
Not Supported
Wash Sale Detection
Not Supported
