Qualtrim vs Snowball Analytics

Qualtrim is a premium investing platform designed for people who care deeply about the businesses they own. Qualtrim brings research, beautiful financial visuals, earnings calendars, watchlists, portfolios, business KPIs, valuation tools, and original investment content together in one carefully designed experience. Every part of Qualtrim is built around context. Understand how a company is growing, what is driving its economics, how expectations are changing, and what the market is pricing in, without jumping between spreadsheets, finance websites, calendars, and research platforms. Qualtrim Studio adds a layer you won’t find in a typical stock research app: premium original content, company deep dive videos, investment discussions, and research created specifically for the Qualtrim community. It’s designed to complement the data, giving investors both the numbers and the story behind them. The result is a more thoughtful way to follow the market, combining the depth of professional research tools with the polish and simplicity of a modern consumer app. For investors who want more than quotes and headlines, Qualtrim is a place to research companies, follow ideas, track what matters, and become a better long-term investor.

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