Snowball Analytics

Overview

Snowball Analytics is a portfolio tracking service for retail investors that consolidates investments from multiple brokerage accounts into portfolios, tracks performance, monitors dividends, and provides analytics on returns, cash flow, and asset allocation.¹⁴⁵ It supports multi-currency portfolios and global assets, enabling users to analyze commissions, taxes, currency effects, and set financial goals.¹⁴ The service stands out with automated broker integrations for data import and detailed visualizations like portfolio history charts and performance metrics.²⁶

Key Features

• Portfolio Consolidation - Combine multiple brokerage accounts into unified portfolios with holdings categorized by asset type.
• Dividend Tracking - Monitor expected and actual dividend payments, coupons, amortizations, and redemptions via calendar.
• Performance Analysis - Calculate annualized returns accounting for commissions, currency revaluation, and taxes.
• Multi-Currency Support - Handle international investments across major global exchanges in various currencies.
• Goal Setting - Set financial goals and track progress toward achievement.
• Broker Integration - Sync data automatically from 1000+ US and international brokers.
• Asset Allocation Charts - Visualize exposure by regions, asset types, and categories.
• Portfolio History - Chart portfolio value and profit from inception or selected periods.

Pricing

Platforms & Requirements

Available as native apps on iOS and Android, and a web platform at snowball-analytics.com.¹²⁷ Mobile apps provide full portfolio management and analysis; web offers dashboards and charts. No desktop native apps or specified minimum requirements noted.

Integrations & Ecosystem

• 1000+ US and international brokers for automatic sync
• Dividend and coupon data import from brokers
• Multi-broker account linking
• Global exchange data support

Alternatives

Reputation

Snowball Analytics is viewed as a capable tool for unifying complex portfolios with strong dividend tracking and performance insights, praised in user videos for clarity and automation.⁶⁹ Users appreciate broker integrations and visualizations for retail investors managing global assets.²⁷ Limited public reviews available; some note portfolio limits on free plan.