Snowball Analytics Reviews 433

I use Snowball Analytics to track multiple portfolios, some are "real", others are for testing out strategies etc. While you can do this with other tools, some of which are even free, no other portfolio tracker gives you so much detailed information and graphs on your performance, dividends, expenses, trades etc.

With Snowball Analytics I get a clear overview of my investments, including savings accounts, and other custom assets. Especially the dividend tracking tools are fantastic.

There have been a couple of small glitches, but customer service is surprisingly quick at correcting these; they even implemented a few features that I suggested.

Sounds like a lot of glory, but all I can say is that they deserve it. I tried many other tools—this is the only one that covered all my needs. I highly recommend giving it a shot.

Overall, Snowball Analytics is a solid tool for anyone serious about portfolio management. It delivers great insights and saves you a lot of manual work.

On top of that, the customer support is excellent very responsive and helpful whenever I’ve a question.

Fantastic service and product, exactly what ive been looking for in a portfolio tracker. Always responds to emails. I wasnt able to display my full portfolio holdings because one of my etfs holdings werent listed on snowball and when I told them about it, they manually added it.

Hi Snowball team,

I just wanted to take a moment to say thank you once again — your customer support is absolutely outstanding. Every interaction I’ve had has been quick, helpful, and genuinely pleasant. You guys truly rock!

In fact, today’s experience gave me the confidence and excitement to go ahead and purchase an annual subscription. I’m really looking forward to continuing to use Snowball and exploring everything it has to offer.

Thanks again for the fantastic service and product!

After subscribing this app, I got a notification with discounted price. I don't know why I received it right after I paid the price. Disappointed...

I've been using Snowball Analytics for over a two years now, and it has completely transformed how I track and manage my investment portfolio. Before using Snowball, I was juggling multiple spreadsheets, and it was a real headache to get a clear picture of my dividend income and overall performance.

Snowball Analytics makes everything incredibly simple and intuitive. The dashboard gives a fantastic visual overview of my holdings, and the dividend tracking feature is second to none. I especially love the future income projections, which are a great motivator and help me stay focused on my long-term financial goals.

The platform is clean, easy to navigate, and constantly being updated with new features that are genuinely useful. It's clear the team behind it is passionate about helping investors succeed.

If you're a dividend investor looking for a powerful, user-friendly platform to track your portfolio and get detailed insights, I can't recommend Snowball Analytics enough. It’s an absolute game-changer!

This is excellent software for managing your portfolio. It allows you to see exactly when your next payout is, as well as your monthly total payout, so you can anticipate payouts over the next year. You can see what the yield is on your cost basis. You can also enter goals, and it will let you know when they are achievable. Customer service is excellent; they are very responsive to answering any questions or addressing any software glitches.

Finally able to see the performance clearly.

The app allows you to easily monitor important changes in your portfolio with clear and effective visualizations.

I am a trial customer, so many other places treat me to the end of the queue - if at all, SNOWBALL answered my question overnight and did a followup. The error was my fault but they pointed out how I could fix it not that it was my fault.. -- I am so surprised that they have such great customer service on top of a great product. If you track dividends Snowball deserved a very serious look ..

I see many wrong numbers, also many missing numbers. I tried syncing so many different times and ways. Is there a way to fix this.

Fast response. Awesome platform to see all investments in one place.

This platform is perfect for any Passive Income Investor (PII) with Total Return in mind, not just Capital gain. The team behinds Snowball is detailed-oriented, focusing on what makes a difference for the investors. In top of that the customer support is excellent. I was looking for such a platform for a long time! I highly recommend Snowball Analytics.

Prompt customer service and solution. Snowball itself has many great views to understand the next move I want to make on ETFs.

It disappoints me to leave only 2* for Snowball. I love the way it looks and all the data you can get from it and other accounts added so you can view them all in one place. The import from broker has always been problematic on the auto sync but I have lived with it and then gone into my holdings and made a manual adjustment if needed. I shouldn’t have to do this. Now the automatic sync from T212 is being removed because of an issue with a third party which means a manual update is required often. I’ve done this and it’s a hassle. I don’t think I will be re subscribing which is extremely disappointing.

Snowball Analytics has made managing my investments so much easier. I use it primarily to track dividend and income portfolios, and the insights it provides are clear. The platform’s analytics helps me compare performance, and rebalance efficiently.

Highly recommend for anyone serious about dividend or growth investing!

A rapid fix to my problem which was due to setups. Was dealt with speed and professionalism.

Great layout, and I love seeing the declarations, ex-dates, and payouts of my dividend funds, in a quick easily to read format across all of my brokerage accounts.

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.