Good enough so far.
Very cool tool to aggregate.
Some of the functionality is constraining (for example importing your on a CSV is an absolute nightmare).
TBD re: customer service, but to make the most of the service, I suspect one would need an onboarding.
Also, returns and benchmarking is directionally good, but leaves some to be desired.
Some of the functionality is constraining (for example importing your on a CSV is an absolute nightmare).
TBD re: customer service, but to make the most of the service, I suspect one would need an onboarding.
Also, returns and benchmarking is directionally good, but leaves some to be desired.
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Love it!
Just started using it and it is meeting all my needs! Makes selecting purchases easier and the accounting is fantastic!
Best investment tracker
Can’t find any fault. Excellent app
Fantastic app for investment tracking
Best app for tracking investment, dividend income, to set goals, …
Very easy to start
Easy to use and connect and nice UI
Best tracker so far.
Should be able to input past data like when i bought and sold prev instesd of from and going in further, but so far so good.
Response from developer
Hello, You can input such data (transactions) on screen portfolio - transactions You can enter you transactions there, including any previous buy transactions
Great tool once you get through the setup
Took a whole day to get setup with the 5 exchanges and some manual importing for brokers not available to connect…but then in a blink of any eye you get a snapshot of your investment portfolio, sectors you invest in and recommendations and life is great…
Best portfolio platform
I’ve tried about a dozen portfolio tracking platforms over the past few months, and this is by far my favorite. It gives me all the data that I want, without overwhelming me. I came for the dividend tracking features, and I stayed because it’s the total package. Just uploaded over 100 transactions manually.
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I got my nose in Snow😂
Let me tell you this: this is the complete stock and dividend tracker, everything is Automatically done for you by linking your accounts.
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 work
Response from developer
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.
