Snowball Analytics Reviews 433

I use Snowball everyday.

If you invest thru Schwab and TOS, Snowball is not real freindly. It has trouble syncing with your portfolio so you have to do alot of manual inputting. Beware

As a fairly seasoned investor with multiple accounts across my portfolio, Snowball Analytics has been an absolute game-changer for me. I’m extremely satisfied with both the mobile app and the web browser experience — it’s fast, clean, intuitive, and genuinely enhances how I manage my investments.

With accounts spread across my brokerage, CMA, IRA, Roth IRA, and Roth 401(k), tracking performance used to be a hassle. Snowball brings everything together seamlessly and gives me a clear, accurate, and comprehensive view of my entire financial picture. It’s been invaluable in helping me measure performance, spot trends, and make better-informed decisions.

One of my favorite features is the goal-setting and forecasting tools. I love being able to set goals for my overall portfolio as well as each individual account — and then see milestone projections that help me understand how to accelerate my progress. It’s incredibly motivating and helps me stay focused on the long-term path.

I also really appreciate the curated news feeds Snowball surfaces. The updates are concise and relevant, giving quick insights into why my holdings are moving the way they are without overwhelming me.

And the portfolio testing area is phenomenal. Being able to “temperature check” scenarios, assumptions, or new investment ideas and see how they could play out over time has added a whole new level of confidence to my decision-making.

Overall, Snowball Analytics has become an essential part of my investment toolkit. If you’re serious about managing your portfolio and making informed, strategic investment decisions, I highly recommend it.

Believe me when I say, with all the quality free financial tracking sites, I do not pay for portfolio tracking. Snowball is the rare exception. It captures your portfolio data nearly perfect, then it offers you several different and useful ways to see your progress. It's especially excellent for dividend focused investors. I love that I can see gains with both growth and dividends factored in per position. The graphs and charts are also great. The price is fair for the data received. I highly recommend Snowball.

The customer support is very good. I posed a question and received an almost immediate response. Then had a good email exchange that helped me figure out what I needed to do.
That being said, the site doesn't have all the capabilities that I'd like it to have ... but no site does. However, Snowball's support makes it very close to what I need. As a result, I boosted my free subscription to the Investor level.

I had problems with missing data from my broker. Snowball Support offered some suggestions that didn't entirely help, so they went directly to the interconnect vendor, shared my issue, and got a successful fix for me.

Great tool for me to track all my assets and see where I stand on my passive income dividend growth! A must have!

Great app! For me, it's the most beautiful app for managing stocks and dividends. The KPI's are outstanding. There are numerous graphics, and the information is presented vibrantly. The new feature of allowing the creation of distinct templates for the dashboard organization is a plus.

I have just logged in Snowball Analytics a few days ago. I am diving in the tool to be prepared to load several portfolios. I found that some special spanish assets were not in the database, despite listed in Morningstar. I contacted the Snowball Customer Support Team and they answered me the following day with the great news that they had loaded those assets. Awesome support!!!

Such a great way to easily check your expected dividends. Can easily look into past performance of stocks as well to help make informed decisions before purchases

Very responsive to my issue and showed me where I had made an error.

Snowball analytics is a great tool for helping me more fully understand my multiple share portfolios in depth. I can also accurately predict dividend income over the next 12 months, and review key information dates for individual shares. It also helps me balance what should be in ISAs vs non-ISAs. All in all a great tool, and I am in much better control than when previously using just the Morningstar portfolio tool. The weekly performance summary by email is also very useful for things you may have missed through the week.

By far and away the best app i've ever used to track investments and i've tried them all! Only thing missing for me is the ability to add bonds. Customer Service is fantastically responsive.

Snowball Analytics has everything you need to track your portfolio and much more. The platform even checks your Brokerage Accounts to be sure you have received all your Dividends.

Great product, I use it to accurately track performance across multiple accounts. It can give a consolidated view easily. Good portfolio backtester and portfolio x-ray to view underlying exposures from your ETFs.

It deals well with European listed ETFs, correctly handling multiple currencies and non standard dividends.

They were quick to respond and seem to want to improve their products

The snowball application is by far the best dividend and portfolio tracking tool out there. I have tried and subscribed to a few, and they pale in comparison in terms of overall functionality and accuracy. The support staff have responded very quickly to the minor issues I have seen. I highly recommend the Snowball application for dividend and portfolio tracking.