Snowball Analytics
Consolidates investments, tracks performance, automates dividend tracking, supports multiple brokers and currencies.
A portfolio tracking platform that consolidates investments across multiple accounts and brokers, providing real performance metrics and automated dividend tracking. It serves retail investors, including growth and dividend investors, who want a unified view of their holdings. The service supports automatic connections with over 1,000 brokers, 70+ exchanges, and 25+ currencies, and is available as a SaaS with a free tier and 14-day trial.
Key features
- Portfolio tracker
- Stock tracker
- Dividend tracker
- Dividend rating
- Dividend calendar
- Dividend payout calendar
- Ex-dividend calendar
- Dividend calculators
- Automatic brokerage connections
- Multi-currency support
- Performance metrics
- Dashboard templates
- No social media activity within the last 30 days
GTM channels
- Blog
- Community
- Docs
- Creative ads
ICP
- Consumers general
- Financial services firms
- Executives founders