Just started using about a week ago and really got set up a couple days ago. So far Im really liking it. Love that I can bring in all my accounts into one place. Connected two stock portfolios from two different brokers. (Webull -Auto connect, Moomoo - Manual entry) Connected my Coinbase (all automatic with only having to change two tickers to reflect crypto and not stocks)Also connected my Empower retirment account (automatic) so I get a live updates on where that sits. My only gripe is that I couldn't auto-connnect my Moomoo acount. And while I can send enter via CSV, Moomoo doesnt have CSV, just PDF. Maybe its a moomoo thing. Will probably be switching brokers anyway and merging my accounts so its not a huge deal. If you like to track and really get into the weeds on all your investments, I highly recommend. I paid for a yearly subscription that was about $150. Way worth it if youre serious about your investing.
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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
