Snowball Analytics vs Horizon

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

Unify every market you invest in. Score every stock you own. Collect every dividend you earn. Steer with alerts that reach you first. Horizon is the portfolio compass for global dividend and quality investors. Free to download, with 2 weeks of full access for every new user. No payment details required. No ads and no tracking. UNIFY YOUR WORLD - Track stocks, ETFs, and funds across 7 markets: the US, Japan (stocks and mutual funds), India, China, Hong Kong, Korea, and Singapore - Unlimited named portfolios with consolidated multi-portfolio views - Multiple purchase lots per stock with full transaction history - CSV import from 14 broker formats including SBI, Rakuten, MooMoo, and ICICI Direct, plus one-tap CSV Reconcile - 12 display currencies with live exchange rates and per-lot cost basis in any currency - Japan extras: shareholder benefit (Kabunushi Yutai) schedules and fund NAV tracking SCORE EVERY HOLDING - Compounder Quality Score from 0 to 10 for every stock and ETF - Sentinel Dividend Safety Score from 0 to 100, graded A to F, with a note when reported earnings understate cash flow - Piotroski F-Score with a full test-by-test breakdown - Return on Invested Capital for US stocks - Fair value ranges for stocks in every market, with bull and bear cases and Margin of Safety badges - Covered-call ETF income: distribution tax treatment (qualified, ordinary, return of capital, Section 1256) for funds like JEPQ, QQQI, and SPYI, and accurate yield for monthly payers COLLECT EVERY DIVIDEND - Monthly income calendar: received versus projected, side by side - Received ledger: a month-by-month record of dividends actually paid, gross and net - Optional dividend reinvestment (DRIP): each dividend added to your holding as a new lot - Dividend Growth Rate over 1Y, 3Y, and 5Y, plus a multi-year income trend - Income goals with progress tracking, and a Conviction Engine that ranks holdings by Yield-on-Cost - Tax-loss harvesting flags for US wash-sale and UK 30-day windows, with a warning before a position turns long-term STEER WITH CONFIDENCE - Your market live on the Lock Screen and in the Dynamic Island, from the open to the close - Lock Screen and home screen widgets that update at each market's close - Dividend date alerts before ex-dividend and payment dates - End-of-day portfolio summaries, price alerts, metric alerts, and score-change alerts when a holding's quality score moves - Risk dashboard with weighted Beta, P/E, and P/B, plus earnings calendar, currency exposure, sector allocation, and 52-week range - Corporate actions: recent splits and special distributions - Portfolio advisor, rebalancing calculator, position sizing, and a trade history you can keep - Apple Watch companion, Control Center controls, Spotlight, and Siri Shortcuts - Full macOS app with Premium PRIVACY FIRST - No account required: your portfolio stays on your device - Portfolio questions are answered on your device, on Apple's servers through Private Cloud Compute, or with your own Gemini key, and only after you allow it - Optional iCloud sync that you control - App Lock with Face ID, Touch ID, or passcode - No ads and no tracking Premium unlocks unlimited holdings, backtesting, share cards, and the Mac app, at $2.99 per month or $19.99 per year (US prices; the App Store shows yours). The free tier stays free forever for up to 5 holdings. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://marsstudio.app/horizon/privacy