Best Portfolio Tracker
Tried several trackers and this is the best hands down
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Many connections issues! If you use Wealthsimple forgot does not work. 😖
Response from developer
Hello. Please contact our customer support team at help@snowball-analytics.com.
Out of synch updates
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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Response from developer
Hello. Please contact our customer support team at help@snowball-analytics.com.
Snowball effect
Very good so far. Just started using it. Don’t need excel. Loving it. Will do another review soon.
Useful for Div investors but has kinks
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!!
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Great for dividend investing
I have tried many apps in the past to track my dividend portfolio. It’s the only app I use now. Great job guys!
Best App for Dividend Investors
This is easily the best app available for dividend investors.
Great app
I recommend this app, it’s very useful if you want to know more about your shares
Loads of detailed information
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.
Proved me wrong
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.
