Snowball Analytics vs Portfolio Visualizer

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

Download & add your first holding now. With PortVisio, you can: - Visualize daily & lifetime performance, instantly. - Spot over-allocation by sector and asset class. - Get notified about large stock or portfolio movements. - Get access to crowd-sourced intelligence about our community's holdings. - Add Widgets to your Home Screen to monitor your portfolio in real time - Import & Export your holdings PortVisio Pro gives serious investors even more: - Unlimited holdings - Multiple portfolios with single or cross-portfolio views - Cross-device synchronization - Portfolio Backups PortViso is one of the fastest-growing indie apps with new releases every couple of weeks. Always private & secure. See your portfolio differently. --------------------------------------------------------------------------- PortVisio FREE is limited to 4 holdings plus a cash position. PortVisio Pro is $1.99/month with a 3-day free trial or $17.99/year with a 7-day free trial and provides unlimited holdings across multiple portfolios. Payment is charged to your Apple ID account at confirmation of purchase. Subscriptions renew automatically unless canceled before the end of the current period. Manage or cancel your subscription anytime in your App Store account settings. Terms of Use: https://portvis.io/terms Privacy Policy: https://portvis.io/privacy Questions or ideas? We read everything: notifications@portvis.io