Best app for portfolio tracking
Iโve 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 strategiesโฆ this is the one, and Iโve tried them all.
Simply Awesome
Does excellent job of syncing to your brokerage, tracking your investments, showing you analytics, showing you past dividends and future expected dividends, shows you all allocations by sector or categories you can createโฆ all of this helps you see your net worth with more context so you see it more clearly, can get more information and ultimately can make better decisions and make more money. It does all of this at an extremely reasonable price, especially compared to competition.
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Income investor
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 youโre getting paid and how much you get paid every month and the total that you get for the year.
Issues
Canโt get my portfolios to match snowball, tried manual, linking broker, cash is always off, easier and cheaper to just make a spreadsheet
Response from developer
Hello. Please contact our customer support team at help@snowball-analytics.com.
Nice for tracking and planning
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.
N.D
Easy to use and gives very clear view of holdings.
Do not use if from the UK
I was looking forward to connecting my trading 212 app however both ways of automatically connecting that offered by Snowball do not work. Iโve tried multiple times, but it seems to be a problem with UK registered brokers. This was not stated on the app prior to me downloading and I am looking for a refund. This is something that everyone from the UK needs to be aware of. There are better apps if you are manually going to transfer your portfolio.
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Response from developer
Hello. Please contact our customer support team at help@snowball-analytics.com.
Detailed tracker for dividend portfolios
Been using Snowball for one year now, features are great and the analytics are very detailed. The iPhone app is great and is evolving. Any relevant information regarding your portfolio performance, net worth and dividends are displayed. Great portfolio tracker.
Honest, reliable vendors are hard to find.. This is 5 star product
At first I thought the price was a bit high, but soon realized the benefits. And when a vendor said cancel subscription anytime, itโs not just empty words. The cancel button is not hidden.. unlikely I will press it .. the product sells it self, I monitor multi portfolios in several banks.. tracking dividends is so easy..
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great app just need multi langage
great app just need multi langage