# Snowball Portfolio — Smart Invest, Manage Assets

> Personal finance tracker for investments, assets, income, and expenses. (iPhone/iPad app by ZHENGZHOU CREATION INFORMATION TECHNOLOGY CO., LTD..)

- Source: https://appshunter.io/ios/app/snowball-portfolio/id6451317208 (this page in markdown: same URL + `.md`)
- Developer: [ZHENGZHOU CREATION INFORMATION TECHNOLOGY CO., LTD.](https://appshunter.io/developer/1696030576)
- Category: Finance, Utilities
- Price: Free with in-app purchases
- Rating: 4.40/5 from 7 App Store ratings · 24 written reviews indexed
- Age rating: 4+
- Requires: iOS 13.0 · 128 MB
- Languages: American English, Chinese (Simplified, China), Chinese (Traditional, Hong Kong SAR China)
- Released: 2024-08-26
- Data updated: 2026-09-06
- Monetization: freemium
- User reviews in markdown: https://appshunter.io/ios/app/snowball-portfolio/id6451317208/reviews.md

## What is Snowball Portfolio?

【Investment Tracking】
All transactions in one place, with real-time updates for stocks and fund prices.
View portfolio allocation and create investment strategies for asset rebalancing.

【Asset Management】
Analyze household assets and liabilities with Sankey charts for better financial clarity.
Track income, expenses, and balances to monitor trends in your net worth.

【Income Allocation】
Automate monthly income allocation for savings and investments.
Understand monthly spending limits and how long your money will last.

Agreements
User Agreement: https://www.notion.so/User-Agreement-165a85c63d7b8108af58ca0f120d0b41
Privacy Policy: https://www.notion.so/Privacy-Policy-165a85c63d7b81138c0bc2592a503d1b
Membership Terms: https://www.notion.so/Membership-Service-Agreement-165a85c63d7b81beb1e6dff99dacddec

Privacy and Security
We recommend logging in with Apple ID or WeChat for enhanced anonymity.
Our focus is to free you from complex Excel tracking while ensuring data privacy and security.
Please read and understand our User Agreement, Privacy Policy, and Membership Terms before using our services.

## Key features

- Real-time investment tracking
- Portfolio allocation and rebalancing
- Household asset and liability analysis
- Income and expense monitoring
- Automated income allocation
- Spending limit calculation

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Annual Subscription | $39.99 | per year |
| Monthly Subscription | $4.99 | per month |

**One-time purchases**

| Purchase | Price | Type |
| --- | --- | --- |
| 3-Year Membership | $99.99 | one-time |
| 3-Year Discount | $99.99 | one-time |
| Lifetime Membership | $149.99 | one-time |
| 2-Year Membership | $69.99 | one-time |


## Recent user reviews (10 of 24)

All indexed reviews: https://appshunter.io/ios/app/snowball-portfolio/id6451317208/reviews.md

### 3/5 — 还要手动更新价格啊

*2026-08-03*

还要手工输入价格，太麻烦了吧！养基宝 capivot 等软件都可以自动更新啊，想来都是有公开的数据，希望改进一下。

**Developer response:** 价格实时更新属于会员功能，这个产品受众少为了持续运营下去，暂时无法提供免费服务

### 5/5 — 再平衡

*2026-07-03*

希望在平衡可以新增， 自定义资产类别，

**Developer response:** 已经增加了，可以再看看

### 5/5 — 资产再平衡太好用了

*2026-06-08*

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

### 4/5 — 贵

*2026-05-12*

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。

**Developer response:** 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

### 1/5 — 软件功能问题还态度恶劣

*2026-05-11*

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。

**Developer response:** 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

### 5/5 — 目前用的最好的个人资产管理软件

*2026-05-08*

继续加油

### 5/5 — 增加股息统计功能

*2026-04-13*

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🙏

### 5/5 — 加鸡腿，超级好用的app

*2026-03-25*

开发人员看看我～一直在寻找管理跨平台账户的工具，开盲盒开到这个app，非常完美契合我的需求～有一个建议，能否按照自己设置的标签分类进行再平衡？目前的资产组合都是固定模板，希望可以自定义捏。另外如果能做点给自来水送会员的活动，我将非常愿意参加～

**Developer response:** 已经支持了自定义资产组合，感谢鼓励

### 1/5 — 不要买！不要买！！

*2026-03-17*

3月3日购买终身会员，用了两天不好用，黄金价格更新不及时，联系客服退款，或者看能不能修改成月付会员，客服拒绝我可以接受，但客服直接开始辱骂贱货，第一次见到这样的产品售后，大家不要上当

**Developer response:** 非常抱歉给你带来了糟糕的体验，黄金价格更新需要下拉刷新，由于苹果和开发者是收入分成模式，即用户支付100元，苹果抽15元，开发者到手85元，如果你觉得不好用想退款，我们可以把我们到手的部分退给你，苹果收取的部分可以给你兑换为会员权限，苹果的退款开发者无法干预，我们建议你继续申请苹果退款，那样能够全额退给你，如果实在退不了我们可以退还我们收取的部分

### 1/5 — 不好！！！

*2026-02-08*

体验不好，好几次登不上，找客服反应问题，客服无所谓的样子，让我要求不要太高！还骂人！有对话截图，可惜这里上传不了。

**Developer response:** 经常登录不上为不实信息，我们有好几百人的微信群，登录不上立马会有人反馈。登录不上需要你自己检查网络是否有问题。
数据不完整问你哪不完整你又不说，上来一阵负反馈，什么太不稳定，这是个小众App，你要跟腾讯抖音的标准要求，他确实不够稳定，让你要求不要太高，就是要让你降低预期。

## Frequently asked questions about Snowball Portfolio

### 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.

## Version history (last 5 releases)

### 3.6.0 — 2026-07-02

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.

### 3.5.0 — 2026-06-05

New: Rebalancing now supports custom asset allocations. You can set target positions based on your own investment strategy, with clearer deviation displays to help you make adjustments more easily.

Improved: Cash account allocation is now included in portfolio distribution, giving you a more accurate view of your real cash position.

Improved: Trading platforms now support Traditional Chinese, improving the experience for Hong Kong and Traditional Chinese users.

Improved: Enhanced template import error handling. Clear prompts are now shown when CSV data has formatting issues or does not meet template requirements.

### 3.4.0 — 2026-05-03

Fixed: Urgently fixed an issue where WeChat login was unavailable on iOS devices.

### 3.3.0 — 2026-04-02

Fixed: Resolved an issue where the deducted amount in the cash account was incorrect when linking a transaction record to a cash account.

### 3.2.0 — 2026-04-01

Improved: Refactored the expense module to support custom expenses, multiple currencies, and expense categories including fixed, flexible, and other expenses.
Improved: Asset accounts now support custom sorting by long press.
Fixed: Fixed an issue where stamp duty was not deducted when buying Hong Kong stocks with a linked cash account.

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All apps by ZHENGZHOU CREATION INFORMATION TECHNOLOGY CO., LTD.: https://appshunter.io/developer/1696030576

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-09-06.*