Snowball Analytics vs SegMaster

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

SegMaster is your all-in-one app for discovering, comparing, and confidently investing in Canada’s segregated funds. Explore a broad universe of Canadian segregated funds and identify strong options without relying on hype or one-dimensional rankings. SegMaster uses a proprietary evaluation model that balances performance and risk—not just raw returns—so you can see which funds have delivered consistent results with appropriate volatility. Not sure which funds fit your needs? SegMaster includes a simple investment suitability questionnaire designed to understand your risk tolerance and investment profile. Based on your responses, the app provides personalized fund recommendations aligned with your goals. Over time, SegMaster adapts to your preferences, helping refine your shortlist as your investment needs evolve. Keep everything organized in one place. Track your holdings, monitor performance, and gain clearer insights to support disciplined, informed decision-making. SegMaster is a product of Wealthsigma (12599431 Canada Inc.), an Ontario-registered life insurance agency broker.