Snowball Analytics

Portfolio performance and dividend tracking across accounts

Meet Snowball Analytics

Snowball Analytics combines investment holdings and transaction records for portfolio analysis. Users connect supported brokers or add records, then review accounts together rather than relying on separate brokerage reports. Stocks, ETFs, and funds can be tracked across currencies, with performance displayed in the user's preferred currency.

Dividend analysis follows income alongside changes in investment value. Allocation and rebalancing tools help inspect the mix of holdings, and comparison views provide context for the portfolio's results. The dashboard keeps key measures accessible, while transaction records distinguish contributions and distributions from investment performance. This gives the user a way to investigate how holdings and income contribute to the combined portfolio.

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Product details

Website: snowball-analytics.com
Status: Launched
Category: Finance
Listed: Oct 9, 2026

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Dividend tracking Dividends Investment analytics Portfolio tracking Portfolios

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