Snowball Portfolio

Snowball Portfolio

Smart Invest, Manage Assets

6 ratings
22 reviews
Free
In-App Purchases

Details

  • Released
  • Updated
  • August 26, 2024
  • July 2, 2026
Snowball Portfolio screenshot #1 for iPhone
Snowball Portfolio screenshot #2 for iPhone
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Snowball Portfolio screenshot #6 for iPhone
Snowball Portfolio screenshot #7 for iPhone
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About

Track investments, manage assets, and automate income allocation for smarter financial planning. Gain clarity on your net worth and spending habits with intuitive charts and real-time updates.

Real-time investment tracking
Portfolio allocation and rebalancing
Household asset and liability analysis
Income and expense monitoring
Automated income allocation
Spending limit calculation
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What's New in Snowball Portfolio

3.6.0

July 2, 2026

Improved the template import flow for a smoother experience. Added more detailed risk warnings when deactivating an account. Improved asset allocation ratio display in rebalancing for better clarity.

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Subscription plans

Annual Subscription

Annual Subscription

$39.991 Year
Price Updates
July 24, 2026$39.99
November 26, 2025$19.99
September 9, 2025$14.99
February 11, 2025$12.99
January 29, 2025$19.99
January 10, 2025$49.99
How to cancel Snowball Portfolio subscription ⁉️
26

In-App Purchases

$99.99

3-Year Membership

3-Year Membership

User reviews

资产再平衡太好用了

支持了自定义的资产组合,资产再平衡对于半年再平衡一次太方便了,显示实时的资产占比和目标占比,偏离度非常容易做再平衡

功能在见过的投资记账里排第一。就是太贵。建议按模块收费。毕竟大部分人没有记美股的需求。

Response from developer

目前产品的定位是做国内最好用的美港股记账软件,你说的贵应该是和普通的生活记账比,但是这个投资记账受众不足生活记账的1%,现在依然是非常低的价格

软件功能问题还态度恶劣

花了398购买会员,一开会员就用不了,找对方解决还态度恶劣,小红书差评一大把。5.11更新评论:同样的文件没开通的时候可以解析,开通会员后就不能解析了,这是文件格式问题?让发文件前就已经在骂人了那我何必继续?发差评只为避雷:遇到问题他们的第一反应不是先解决问题而是不耐烦的谩骂和发泄情绪,这个不是简单的软件问题而是态度问题。

Response from developer

CSV模板批量导入交易记录解析不了是格式问题,让你发CSV文件帮你看下格式你又不发,格式只要对就一定能解析,格式不对解析不了

目前用的最好的个人资产管理软件

继续加油

增加股息统计功能

APP做的很棒,希望加入年度预期股息功能,别的竞品app已经有了 咱们如果能对标就更有竞争力了 感谢🙏

Developer apps

FAQ

What is Snowball Portfolio?

Snowball Portfolio is a personal finance application designed to help users track investments, manage assets, and automate income allocation. It provides real-time updates and analytical tools for better financial clarity.

How does Snowball Portfolio track investments?

Snowball Portfolio tracks all investment transactions in one place, offering real-time updates for stock and fund prices. It allows users to view portfolio allocation and create strategies for asset rebalancing.

What are the subscription plans for Snowball Portfolio?

Snowball Portfolio offers a Monthly Subscription for $4.99 and an Annual Subscription for $39.99. These plans likely unlock premium features or remove limitations.

Is Snowball Portfolio secure?

The app emphasizes data privacy and security, recommending login with Apple ID or WeChat for enhanced anonymity. Users should review the User Agreement and Privacy Policy for detailed information.

Does Snowball Portfolio have ads?

Based on the provided data, Snowball Portfolio does not have advertisements. It is a free app with optional in-app purchases and subscription plans.

What devices does Snowball Portfolio support?

Snowball Portfolio is available for iPhone and iPod devices. It is designed for iOS users looking to manage their finances on the go.

How often is Snowball Portfolio updated?

The latest version of Snowball Portfolio is 3.4.0, last updated on May 3, 2026. This indicates a recent update, suggesting active development and maintenance.

What is the age rating for Snowball Portfolio?

Snowball Portfolio has an age rating of 4+, making it suitable for a wide range of users, including younger individuals learning about finance.