WorthTracker vs Snowball Analytics

WorthTracker makes it easy for you to track your net worth. With WorthTracker you can enter all of your assets such as real estate, banking accounts, stock portfolio, etc., and don't forget to enter everything you owe as well, such as loans and mortgages. Keep your portfolio updated over time, and WorthTracker will help you to see your progress toward your financial independence goals with visualization of your progress, and asset allocation graphs. WorthTracker main features: - See your net worth trend graph. - See your Assets and Liabilities segmentation graph. - Get smart insights on your net worth. - Convert currencies to your preferred default currency. - Historical data tracking. - Your data is backed up on the cloud. Do you want a simple way to track, update and analyze your net worth from anywhere with your mobile device? Tired of handling big and complex spreadsheets to track your net worth? Don't want to give any third-party app permissions to your bank or investment account to track your net worth? WorthTracker is exactly for you! We continually working on more features so there is more to come. Privacy Policy: https://worthtracker.com/privacy-policy.html Terms of Use: https://worthtracker.com/terms-conditions.html

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