Your investment accounts in one portfolio. Track dividends and performance, explore Portfolio Insights or ask AI chat about your holdings.
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: shares, ETFs, funds and crypto across 70+ exchanges and 30+ currencies, including GBP.
TRACK ALL YOUR INVESTMENTS
- Link your brokerage accounts or import broker statements
- Combine several portfolios into one overview
- Watchlists and quotes for the shares 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 shares
- 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 personalised 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 adviser and does not provide investment advice.
Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula
You can now have multiple conversations in AI Assistant. Every chat is saved, so you can come back to it anytime.
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Version 44.1
The developer, Snowball Analytics, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
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Data Not Linked to You
The following data may be collected but it is not linked to your identity:
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User Content
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Usage Data
Diagnostics
Privacy practices may vary based, for example, on the features you use or your age. Learn More
The developer indicated that this app supports the following accessibility features. Learn More
