This is by far the best portfolio analyzer for my family, particularly for UK retail investors. After evaluating numerous options over the past month, I found this one to be the easiest to use, with automatic uploads from my main broker, saving me countless frustrating hours. It also supports UK mutual funds and provides essential holdings information that others lack, allowing for meaningful analysis. The ability to identify overlaps in our family investments has been invaluable. The customer support was exceptional, as they proactively added holdings information for funds that were missing it. The user interface is intuitive and enjoyable, especially given its lower cost compared to competitors, which had significant limitations. I highly recommend this product and its support team for any serious investor looking to analyze their portfolios effectively.
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Snowball Analytics is a product for any long-term investor out there. We take the complexity out of monitoring your performance and analysing your portfolio.
Get overview of all your investments in one place - portfolio performance, dividends, company fundamentals, benchmarking and more.
Our main advantages are:
- All your investments in one place - stocks, crypto, funds, real estate, etc.
- Multiple currencies and stock exchanges
- Easy data import - link your brokerage account in a few minutes (US, EU, Asia, ...)
- Comprehensive dividend analytics, future dividends and our own rating of dividend companies
- One-click portfolio rebalancing
- Company fundamentals
- Community - post your portfolio results in our Community section and get discovered by other investorsSee more
