App doesn’t redirect when trying to add fidelity
I can add my Robinhood account no worries problem but when it comes to my fidelity account it stuck at the redirect screen and the click here button doesn’t workkabadyahbenisrael
Developer Response
Hello, We have 2 data providers supporting connections with Fidelity. Please contact our customer support team at help@snowball-analytics.com We will guide you through this issue.Add edit function
I love the app but there is no way to edit holdings! The only thing I found is something called “transactions” but that’s if you want to add another buy or sell transactions.
I invest every week and I forgot to add the holding for 4 weeks straight.
With the “transaction” edit function, I have to enter the buys for all 4 weeks separately which takes too much time and inefficient.
The desktop website allows us to edit the holding by editing the number of shares we hold and our average price. The app does not let you do this. This is far more efficient if you missed to add holdings for multiple weeks/months420allday💨💨
Can’t edit a holding
Once you enter a holding, there is no way to edit it. You literally need to delete your entire portfolio and restart. Horrible!Creig-Div
Developer Response
Hello Creig, You can edit holdings via transactions (for example add another BUY or SELL transactions)Easy
Easyfrequentflyer800
Best Stock Organizer on the Market
I have Fidelity and Vanguard but this app keeps everything at a touch away including my dividends on a calendar by the month and forecasting abilities for multiple years. I love it and highly recommend it to anyone that wants to know what is going on with the stock. You also get a breakdown of all the sectors you have your assets.Ageless and Wise
Dividend Snowball
After 2 months I have found the app to be fictional and helpful tracking my dividend income. The dividend calendar could be streamlined and limit dividend payments to the securities held in your accounts.$$$JON
Snowball analytics
A great service to track your distributions from dividends and look for other opportunities, I’m tracking 36 securities in our accounts . Great work by your entire team. Thank you.brich2day
DGI investors take notice
Perfect tool to monitor your dividend income flow from many perspectives. Very flexible s/w and outstanding customer support. Win Win for a fair price point. Fits all levels of investors .CCdave T
Great tracker!
I do love this tracker! Easy to connect to your investment broker, keeps track of most things you need. The app is steady and works great, divi calendar is perfect for what I need.dagz45
Almost perfect
Getting your real trading data from your brokerage is so easy. The only thing I wish they would add is a way to account for margin interest costs.ilkeboobs
