getquin vs Snowball Analytics

Track your complete financial life in one app. Import all your brokers, bank accounts, assets, liabilities, and insurance policies to get a full net worth overview, follow your financial goals, and use AI-powered insights to make better financial decisions and build long-term wealth. REAL-TIME PORTFOLIO AND NET WORTH TRACKER Bring all your investment accounts together in one aggregated portfolio view. Analyze your investments, benchmark your performance, and understand how your portfolio contributes to your overall net worth. - Aggregate multiple brokers, portfolios, bank accounts, and investment accounts in one dashboard. - Add stocks, ETFs, funds, crypto, real estate, luxury collectibles, art, commodities, insurances, and more. - Import your data via secure API connections to more than 2,000 banks and brokers, file import, or manual import. - Add liabilities such as loans, mortgages, and other debt. - Track insurances as part of your overall financial overview. - Track your aggregated net worth in real time, wherever you are. PERSONALIZED DIVIDEND TRACKER AND CALENDAR Use getquin’s dividend calendar to track your payouts, forecast future dividends, and monitor your dividend performance over time. - Plan future cash flows and know when you are getting paid. - Track cumulative payouts, dividend yield, and year-over-year growth. - Monitor your dividend income in one simple dashboard. - Discover dividend stocks and check how they fit into your portfolio. INTUITIVE PORTFOLIO ANALYSIS TOOLS Analyze your entire investment performance and understand what drives your returns. - See detailed portfolio breakdowns by region, industry, asset class, and more. - Track key performance indicators across your investments. - Benchmark your portfolio performance against relevant indices and compare your progress over time. - Get a transparent overview of costs, taxes, dividends, and performance. - Deep dive into your portfolio using advanced metrics such as time-weighted returns. EXPENSE TRACKING AND BUDGETING Stay on top of your income, expenses, recurring payments, and subscriptions with intuitive money management tools. - Track your spending across connected accounts. - Understand where your money goes each month. - Monitor income, expenses, and recurring payments. - Identify subscriptions and regular costs. - Set budgets and track your progress over time. FINANCIAL PLANNING AND GOALS Plan your financial future with tools that help you understand where you stand today and what you need to reach your goals. - Set individual financial goals and track your progress. - Calculate your pension gap and understand your retirement outlook. - Plan for major milestones such as buying a home, building wealth, or preparing for retirement. - See how your assets, liabilities, income, expenses, and insurances impact your long-term financial plan. AI-POWERED PORTFOLIO INSIGHTS Use AI to better understand your portfolio, analyze your investments, and ask questions about your financial situation. - Get AI-powered insights into your portfolio. - Ask questions to your personal finance AI agent. - Understand risks, diversification, allocation, and performance. - Explore your investments with simple explanations and actionable insights. STOCKS AND COMMUNITY IN ONE PLACE Join an interactive finance community, ask questions, share ideas, and get feedback from other investors. - Discover investment ideas and market trends in your personalized feed. - Join discussions about stocks, ETFs, dividends, crypto, and more. - Share your portfolio and get feedback from the community. - Learn from other investors and improve your investment decisions. STATE-OF-THE-ART SECURITY FOR YOUR DATA Your data belongs to you. - Your personal and financial data is handled securely. - Data is protected with bank-level encryption. - You stay in control of what you connect and share. Terms of use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Snowball Analytics combines portfolio analysis and dividend tracking for long-term investors. Bring your investment accounts together and see your whole portfolio in one place: stocks, ETFs, funds and crypto across 70+ exchanges and 30+ currencies. TRACK ALL YOUR INVESTMENTS - Link your brokerage accounts or import broker statements - Combine several portfolios into one overview - Watchlists and quotes for the stocks you follow DIVIDEND TRACKER AND CALENDAR - Automatic dividend tracking for every holding - Dividend calendar with upcoming and received payouts - Dividend income, dividend yield and yield on cost - Custom withholding tax - Dividend rating and top dividend stocks - Alerts for key dividend events (paid plans) PORTFOLIO PERFORMANCE - Performance that includes fees, dividends and trades, with money-weighted returns (IRR) - Diversification by sector, asset class and region - Metrics such as P/E, Beta and Sharpe ratio - Compare your results with benchmark indices - Calendar of earnings, dividends and splits PORTFOLIO INSIGHTS A personalized analysis of your portfolio right on the dashboard: spot concentration risks and see which holdings lag the benchmark. AI CHAT Ask questions about your portfolio and get answers based on your own holdings. HOME SCREEN WIDGETS See your portfolio value, dividends and top movers at a glance. GOALS Set a target for portfolio value or passive income and track your progress. PRIVACY Snowball Analytics does not store your brokerage usernames or passwords. PLANS Every new account starts with 14 days of full access for up to 2 portfolios. After that, you can stay on the free plan with 1 portfolio and up to 10 holdings, or upgrade. Paid plans (Starter, Investor and Expert) unlock more portfolios, unlimited holdings and advanced analytics. Snowball Analytics is not a broker or a registered investment advisor and does not provide investment advice. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula