Snowball Analytics

Name: Snowball Analytics
Rating: 4.8 (2192 reviews)
Author: Snowball Analytics

Portfolio & Dividend Tracker

Only for iPhone

Free · In‑App Purchases

2.2K Ratings
Age Rating

4+
Years
Category

Finance
Developer

Snowball Analytics
Language

EN
English
Size

30.2
MB

iPhone

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: 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

Events

MAJOR UPDATE
AI Chat is here!

Ask AI about all your brokers and accounts in one place. Expert plan: connect Snowball Analytics to AI tools via MCP.

Ratings & Reviews

4.8

out of 5

2.2K Ratings

Great Information
05/20/2025
Awesom-Os
I was worried that an app that offers all of this information for free would have an add play every five minute but I was wrong. This app has everything you need to make informed choices with the stock market. I really like the fact that I can add stocks that I currently am on a different platform to my portfolio on here to have a better understanding of how my stocks are performing. I also really like that I can view a stocks dividend payouts for over the past ten years. I’ve been slowly shifting my portfolio to one that focuses more on dividend payout and this app tells me everything I need to know to choose the best stocks. You can see when previous dividends were paid out and how much they were. This is great because some apps only show the current dividend percentage but that is only part of what you need, it’s great that I can view the stocks history to see if they consistently pay out, how much the percentage has fluctuated in the past, and even when each stock has declared new payouts and the expected payout date. So my final thoughts are that this app is great for people who might be new to stocks or want a clean and easy way to track your current portfolio without having to sign into your accounts all of the time.
Great Information
05/20/2025
Awesom-Os

I was worried that an app that offers all of this information for free would have an add play every five minute but I was wrong. This app has everything you need to make informed choices with the stock market. I really like the fact that I can add stocks that I currently am on a different platform to my portfolio on here to have a better understanding of how my stocks are performing. I also really like that I can view a stocks dividend payouts for over the past ten years. I’ve been slowly shifting my portfolio to one that focuses more on dividend payout and this app tells me everything I need to know to choose the best stocks. You can see when previous dividends were paid out and how much they were. This is great because some apps only show the current dividend percentage but that is only part of what you need, it’s great that I can view the stocks history to see if they consistently pay out, how much the percentage has fluctuated in the past, and even when each stock has declared new payouts and the expected payout date. So my final thoughts are that this app is great for people who might be new to stocks or want a clean and easy way to track your current portfolio without having to sign into your accounts all of the time.
Love it, but need to fix voiceover
09/07/2025
Whirehry
I love this app. In the past, I was using the dividend tracker app and it was connected to my Fidelity brokerage account. I was always having trouble with it and I would always have to re-link my brokerage account. When I got snowball analytics, I’ve never had a problem. It gives me so much great information about my stocks and I love how it gives me my total return for my stocks. I also love the calendar feature when it tells me what payments are coming. The only con I have recently as I’m legally blind, and I use VoiceOver to use the app. For some reason, in the last week when I click on the screen, it doesn’t read what’s in the app. I don’t know if it’s a glitch or with an update something has changed. All my apps that I use the voice over works perfectly, but in the last week for some reason snowball is not allowing me to read what’s on the screen. Hopefully you guys can fix this problem or I’ll have to switch to another platform.
Love it, but need to fix voiceover
09/07/2025
Whirehry

I love this app. In the past, I was using the dividend tracker app and it was connected to my Fidelity brokerage account. I was always having trouble with it and I would always have to re-link my brokerage account. When I got snowball analytics, I’ve never had a problem. It gives me so much great information about my stocks and I love how it gives me my total return for my stocks. I also love the calendar feature when it tells me what payments are coming. The only con I have recently as I’m legally blind, and I use VoiceOver to use the app. For some reason, in the last week when I click on the screen, it doesn’t read what’s in the app. I don’t know if it’s a glitch or with an update something has changed. All my apps that I use the voice over works perfectly, but in the last week for some reason snowball is not allowing me to read what’s on the screen. Hopefully you guys can fix this problem or I’ll have to switch to another platform.
Not good for manual imports
Jun 11
Kawinc
The two main issues I’m having with this:1) With newer IPOs there’s seemingly an issue with the app detecting the correct ticker. This seems to especially be true with recycled tickers which are more common than you’d think. Reaching out to support they basically gave me the instructions for swapping a holding which I already explained to them I did those steps and it’s still not showing the right holding. 2) importing functionality needs a lot of work. With all the data breaches going on I don’t want to link my brokerages directly. I’d prefer to download a CSV and upload it so I can protect my account info. The spreadsheet they provide makes it to where it’s a royal PITA because it’s almost like they’ve never downloaded files from brokerages before and the way they want the headings and fields structured makes for a lot of work. For example my brokerage typed out the event You bought xyz. You sold xyz. Those are fine but then I also have events where I received dividends. That’s fine too but what about reinvestments? I guess that’s considered a buy? It just seems like they need more experience with what’s these look like and how you could make this process have less friction.

Developer Response
Hello, sorry for the inconvenience.1. If after changing the ticker it still shows the wrong asset, you need to contact support again and explain the problem again. If the support representative can't resolve it, ask that your question be forwarded to a manager, who will resolve the issue.2. Yes, we display reinvestment as dividend crediting + purchase for the amount of these dividends. We also have the option of displaying dividends as shares for special cases. In any case, reinvestment assumes you buy an asset for the amount of the dividends paid. We directly support reports from many brokers. Perhaps you're talking about our CSV template? Or does your broker's report include lines showing reinvestment? If your broker's report does have such lines and they're not importing, please send us a sample report by email.
Not good for manual imports
Jun 11
Kawinc

The two main issues I’m having with this:1) With newer IPOs there’s seemingly an issue with the app detecting the correct ticker. This seems to especially be true with recycled tickers which are more common than you’d think. Reaching out to support they basically gave me the instructions for swapping a holding which I already explained to them I did those steps and it’s still not showing the right holding. 2) importing functionality needs a lot of work. With all the data breaches going on I don’t want to link my brokerages directly. I’d prefer to download a CSV and upload it so I can protect my account info. The spreadsheet they provide makes it to where it’s a royal PITA because it’s almost like they’ve never downloaded files from brokerages before and the way they want the headings and fields structured makes for a lot of work. For example my brokerage typed out the event You bought xyz. You sold xyz. Those are fine but then I also have events where I received dividends. That’s fine too but what about reinvestments? I guess that’s considered a buy? It just seems like they need more experience with what’s these look like and how you could make this process have less friction.
Developer Response Jun 15
Hello, sorry for the inconvenience.1. If after changing the ticker it still shows the wrong asset, you need to contact support again and explain the problem again. If the support representative can't resolve it, ask that your question be forwarded to a manager, who will resolve the issue.2. Yes, we display reinvestment as dividend crediting + purchase for the amount of these dividends. We also have the option of displaying dividends as shares for special cases. In any case, reinvestment assumes you buy an asset for the amount of the dividends paid. We directly support reports from many brokers. Perhaps you're talking about our CSV template? Or does your broker's report include lines showing reinvestment? If your broker's report does have such lines and they're not importing, please send us a sample report by email.
Awesome
09/24/2025
Andre8686
I’ve been using Snowball for a while now, and what really sets it apart for me is the dividends section. It’s clear, straightforward, and makes tracking my dividend income a breeze. Seeing exactly what’s coming in and how it stacks up over time not only keeps me motivated but also gives me a sharper view of my portfolio’s performance. Hands down, it’s my favorite part of the platform.Beyond that, Snowball does a solid job of keeping portfolio management simple. Rebalancing is smooth, the interface is intuitive, and it helps me stay aligned with my target allocations without overthinking.That said, it’s not perfect. Some of the data feels incomplete, and I think the tutorials could use a big upgrade. A set of video walkthroughs would go a long way in helping new users get the most out of the platform.
Awesome
09/24/2025
Andre8686

I’ve been using Snowball for a while now, and what really sets it apart for me is the dividends section. It’s clear, straightforward, and makes tracking my dividend income a breeze. Seeing exactly what’s coming in and how it stacks up over time not only keeps me motivated but also gives me a sharper view of my portfolio’s performance. Hands down, it’s my favorite part of the platform.Beyond that, Snowball does a solid job of keeping portfolio management simple. Rebalancing is smooth, the interface is intuitive, and it helps me stay aligned with my target allocations without overthinking.That said, it’s not perfect. Some of the data feels incomplete, and I think the tutorials could use a big upgrade. A set of video walkthroughs would go a long way in helping new users get the most out of the platform.

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 4d ago

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

Supported Features
- VoiceOver
- Larger Text
- Dark Interface
- Reduced Motion

Information

Seller: Snowball Analytics
Size: 30.2 MB
Category: Finance
Compatibility: Requires iOS 15.1 or later.

iPhone
Requires iOS 15.1 or later.

iPod touch
Requires iOS 15.1 or later.

Apple Vision
Requires visionOS 1.0 or later.
Languages: English
Age Rating: 4+

4+

Learn More
In-App Purchases: Yes

Investor $14.99

Starter $7.99

Investor $149.99

Starter $79.99

Expert $24.99

Expert $249.99

Learn More

Developer Website

Privacy Policy

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Snowball Analytics

Events

AI Chat is here!

Ratings & Reviews

Great Information

Love it, but need to fix voiceover

Not good for manual imports

Awesome

What’s New

App Privacy

Data Used to Track You

Data Not Linked to You

Accessibility

Supported Features

VoiceOver

Larger Text

Dark Interface

Reduced Motion

Information

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