Snowball Analytics vs WealthZero

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

WealthZero helps you reduce interest on debts, grow savings and investments, see where your money goes each month, and view your full financial picture in one place. What you can do: -See your true net worth: Link accounts securely to view assets, debts, and trends at a glance. -Track spending with clarity: Review monthly spending, trends, and how you compare to last month. See spending by category and merchant, set budgets, and spot opportunities to redirect money toward what matters—including goals you’ve already set in the app. -Visit the AI Hub for a daily, personalized briefing on how the market affects your portfolio. Get actionable insights, verify breaking news, and understand the “why” behind your performance—in seconds. -Pay down debt strategically: Enter APR, minimums, and balances; see payoff dates and interest you could save with small extra payments. -Grow assets with intent: Set goals for emergency fund, savings, and investments; plan contributions and track progress. -Project your future: Adjust growth rates and contributions to visualize how net worth may grow over time. -Understand your Financial Score: A clear A–F view across debts, investments, emergency fund, net worth, and cash flow—with tips to improve. -Stay organized: Monitor upcoming payments and log extra contributions in seconds. Why WealthZero: -Net worth first: Every feature ladders up to the number that matters most. -Spending that connects to the plan: See cash flow alongside goals and net worth—not in a separate silo. -Small actions, real impact: See how modest payments toward debt or investments add up. Get started in minutes: Download → link accounts → set goals → review spending → start making progress. Pricing: $6.99 / Month $69.99 / Year Notes: Examples are illustrative; results vary. WealthZero does not provide financial advice. By downloading this app, you agree to our Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/