Snowball Analytics vs Spent

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

Know what your home, car or project really cost. Keep expenses, refunds and receipt photos together, on your own or with loved ones. Create an object for a home, car or idea. Add projects inside it for separate stages. You can also create a standalone project. Add each expense or refund with its amount. Choose a currency and enter a fixed exchange rate when needed. Attach receipt photos and name the person who paid. The object total includes its own expenses and every project once. Refunds reduce the total. Budgets are optional. Different object currencies are never combined. Invite people from the object’s actions menu. Everyone with editing access can record expenses. Your display name identifies new entries; it is not a verified identity. Archive finished work and reopen it later. Export CSV for free, or PDF with receipt photos with Pro. CSV contains receipt counts, not image files. Deletion is permanent and affects participants too. Choose a template when creating an object: home, car, renovation, trip or your own project. It suggests categories without creating expenses. Set category budgets inside the object; their totals include refunds and nested projects. Use Save and add another to enter several expenses. Open an expense and choose Move expense to change its project within the same object. Update all participants’ devices to use the new categories and budgets. People and access: The owner needs Pro to invite and enable collaboration. Guests do not need a subscription. You can always restrict or revoke access. The owner manages permissions. iCloud may only show participants you are allowed to see. Planned expenses: Plans do not count as spending until paid. Week and month include today through the end of the calendar period. Overdue plans are shown separately. Confirm the actual amount, payment date, payer and exchange rate. Saving records the expense once and removes it from unpaid plans. One object of your own, including its projects, is free. The owner needs Pro for collaboration. Guests do not need a subscription. After Pro ends, choose one object of your own to edit. Guests retain read access. History and CSV remain available. Payment is charged to your Apple Account. Subscriptions renew automatically unless canceled at least 24 hours before the end of the current period. Manage or cancel in App Store settings. Terms of use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/