Snowball Analytics vs WealthSync AI

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

You check one app for your bank. Another for your credit card. A third for your investments. And you still can't answer the simple question: how am I actually doing? WealthSync AI puts your whole money picture on one screen. Connect your accounts once and watch it come together, live. WHAT YOU GET • Net worth that updates as your accounts sync, with a chart that shows exactly how you're trending • Every account in one place: checking, savings, investments, and debt • Spending sorted by category, so you know where the money went without digging through statements • Cash flow at a glance: what came in, what went out, what you kept • A live 50/30/20 budget tracker that shows where you stand before anything goes wrong • Goals with a live progress bar and your projected finish date, based on your real savings pace • A private Wealth Journal for your money story, in your own words MEET MILO, YOUR AI MONEY ASSISTANT Ask Milo anything about your finances and get a straight answer built from your real numbers. "How am I doing this month?" "What's my biggest expense?" "Am I saving enough?" Milo sees your accounts, spending, and net worth in real time. No fluff, no lectures. Just answers. WALL OF WINS Real members sharing real milestones. Paid off a card, hit a savings goal, crossed a net worth mark? Post it and cheer others on. YOUR DATA STAYS YOURS Bank connections run through Plaid, the same service trusted by major financial apps. We never see or store your bank login. Your data is encrypted in transit. We don't sell your data. No ads, ever. Delete your account and data anytime, right inside the app. A NOTE BEFORE YOU START WealthSync AI is a personal finance organization tool. Insights from Milo and the dashboard are for educational purposes only and are not financial, investment, tax, or legal advice. WealthSync AI is a membership product. Sign in with the account you used when you joined, and your full financial picture is waiting. MILO SUBSCRIPTION Milo AI Money Companion is an optional auto-renewable monthly subscription, with a 99-cent first month. It renews automatically each month unless you cancel at least 24 hours before the period ends. Manage or cancel anytime in your Apple Account settings. Everything else in WealthSync AI works without a subscription. Terms of Use (EULA): https://www.officialwealthsyncai.com/terms Privacy Policy: https://www.officialwealthsyncai.com/privacy-policy