Snowball Analytics vs Zerosum

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

Zerosum is zero-based budgeting that actually makes sense. Plan every dollar before you spend it, hit your savings goals, and always know exactly where your money is going. PLAN EVERY DOLLAR Start each month by planning where every dollar goes, so your spending matches your priorities before the money is gone. SAVINGS GOALS THAT FIT REAL LIFE Save on a schedule, refill monthly categories, save by a date, or track open-ended balances. Simple goals for how people actually budget. ANALYTICS AND FORECASTS Net worth, spending by category, cash flow, income trends, and financial forecasts. Twelve reports that help you make better decisions. RECURRING TRANSACTIONS Set bills, subscriptions, and paychecks once with flexible scheduling: daily, weekly, monthly, yearly, or any custom interval. Never enter the same transaction twice. BANK SYNC OR FULLY MANUAL Connect your accounts for automatic imports, or go fully manual. Your workflow, your choice. SHARE WITH FAMILY Share a budget with your partner or family so everyone stays on the same page. Your money, organized. Start with a free 1 month trial. SUBSCRIPTIONS Zerosum offers Basic, Plus and Pro plans, each available monthly or annually. Prices are shown in the app before purchase. Payment is charged to your Apple Account at confirmation of purchase, and your subscription renews automatically unless canceled at least 24 hours before the end of the current period. Manage or cancel anytime in your App Store account settings. Terms of Use: https://zerosum.so/terms Privacy Policy: https://zerosum.so/privacy