Snowball Analytics vs AllInvestView

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

Your whole portfolio, one clear view. AllInvestView brings stocks, ETFs, bonds, options, crypto, cash and real estate together so you can understand what you own, how your investments are performing and where your income comes from. TRACK WHAT MATTERS • See portfolio value, gains, allocation and performance at a glance • Follow dividends and upcoming income • Review every holding, transaction and portfolio in detail KEEP EVERYTHING TOGETHER • Connect supported brokers for automatic syncing • Add and manage investments manually • Combine multiple portfolios while keeping each individual view GET USEFUL ANSWERS • Ask the AI assistant about your portfolio and how to use AllInvestView • Explore performance, income and portfolio concentration • Access reports and investment history wherever you are Whether you manage one portfolio or several, AllInvestView helps replace scattered spreadsheets with one consistent view of your investments. You can start with a free account. Optional subscriptions unlock higher limits, broker syncing and advanced analytics. AllInvestView provides portfolio information and analytical tools, not investment advice. Terms of Use: https://www.allinvestview.com/terms/ Privacy Policy: https://www.allinvestview.com/privacy/