Your TFSA, RRSP and other investment accounts in one portfolio. Track dividends and performance, explore Portfolio Insights or ask AI chat.
Snowball Analytics combines portfolio analysis and dividend tracking for long-term investors. Bring your investment accounts together, including your TFSA and RRSP, and see your whole portfolio in one place: stocks, ETFs, funds and crypto across 70+ exchanges, including the TSX, and 30+ currencies, including CAD and USD.
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.
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As a newbie Snowball is easy to use and track my portfolio.
Good but painful
Avy Venkat
It’s good in concept and it does work well for a few days. Unfortunately, I am trapped now by its 1 yr subscription and I’ve tried to love it, but the sync is painful. If you aren’t observant you may not realize some tickers would be missing. I’ve kept complaining and they go on in circles without resolving anything. The sync does not work properly for more than 2 weeks or so. Might be good for some folks, but for active traders/investors it’s a nightmare.
Developer Response
Hello, I am very sorry to hear you have encountered this issue. Unfortunately, some brokers require MFA code verification for synchronization, and the code is not entered during automatic synchronization. You might try disabling automatic synchronization and running it manually whenever it is convenient for you to confirm the process with the code. You could also try switching the aggregator by using a new, empty portfolio.
Must have.
Nickname is taken 009
This app is amazing
A must
Kelley4567
A must for passive income tracking and projections. Love this app.
You can now have multiple conversations in AI Assistant. Every chat is saved, so you can come back to it anytime.
Thank you for using our app!
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:
Identifiers
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Contact Info
User Content
Identifiers
Usage Data
Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
The developer indicated that this app supports the following accessibility features. Learn More
