Snowball Analytics vs WellOff Vault

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

WellOff Vault is your complete financial wellness app, and it never leaves your device. No bank connections. No cloud sync. No subscriptions. Just a powerful, private app that walks you through your entire financial life, and does it without ever touching your data. Your full financial wellness journey: Budget the way you live (weekly, semi-monthly, or monthly), track your debts with real-time progress, build savings goals that auto-distribute across targets, plan your protection coverage, and start building wealth, all from one place. New: Welly AI, your private AI assistant. Point it at a statement or insurance policy and Welly reads it, then answers what you ask, like "What's my net worth?" or "Can I afford a new car?" It can also add expenses, log debts, and plan savings, all on your device. On iPhone, Welly runs on Apple Intelligence. Why WellOff Vault is different: Other apps track your spending and call it budgeting. WellOff Vault covers your whole financial picture, and it does it with zero bank integrations, zero cloud storage, and zero recurring fees. -100% on-device. Nothing leaves your phone -No bank aggregators or third-party connections -Biometric lock to protect your data -Personalized insights and tips baked in -Multi-currency support -Export to CSV anytime -Push notifications for bills, milestones, and renewals -Early access to the Marketplace Beta One-time payment. Own it forever. You pay once and it's yours. No subscription waiting around the corner. *Pricing varies by country and exchange rate. Your data is not collected, not shared, and not stored anywhere except your device.