Fantastic portfolio tracker
I have been using snowball analytics for two weeks ago. I do not think that I have seen capabilities offered in other portfolio tracking tools. Wish if it can handle Australian tax reporting because it will help to unsubscribe other service only because of tax compliant module otherwise it lags decades behind
snowball in capabilities.
snowball in capabilities.
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Love it
Easily track NW and dividends payout across multiple brokers.
Good but painful
It’s good in concept and it does work well for a few days. Unfortunately, I am trapped now by its 1 yr subscription and I’ve tried to love it, but the sync is painful. If you aren’t observant you may not realize some tickers would be missing. I’ve kept complaining and they go on in circles without resolving anything. The sync does not work properly for more than 2 weeks or so. Might be good for some folks, but for active traders/investors it’s a nightmare.
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Response from developer
Hello, I am very sorry to hear you have encountered this issue. Unfortunately, some brokers require MFA code verification for synchronization, and the code is not entered during automatic synchronization. You might try disabling automatic synchronization and running it manually whenever it is convenient for you to confirm the process with the code. You could also try switching the aggregator by using a new, empty portfolio.
Best portfolio tracker
I was looking for a tool to consolidate my portfolio views. This is the one. Useful stats, comparisons, performance and allocation views. Best feature is the chart that shows buys/sells and average price for each stock.
Excellent App
Great for tracking dividend receipts. I use stockopedia but it lacks decent dividend tracking. This fills the gap perfectly
