Overview
Snowball Analytics Portfolio Management Overview
Snowball Analytics delivers a comprehensive portfolio management solution specifically designed for dividend investors and long-term portfolio tracking. The platform combines automated data integration with advanced analytics to provide investors with a complete view of their investment performance across multiple brokers and exchanges.
Multi-Exchange Portfolio Tracking Capabilities
The platform's integration with over 1000 brokers and 70+ exchanges enables seamless portfolio monitoring across diverse investment accounts. Through Yodlee integration, users can automatically import and sync their trading data, eliminating manual entry and ensuring accurate, real-time portfolio updates. The support for 25+ currencies makes it particularly valuable for global investors managing multi-currency portfolios.
Advanced Dividend Analytics and Forecasting
Snowball Analytics excels in dividend tracking and analysis, offering automated monitoring of dividend payments, comprehensive forecasting tools, and detailed dividend calendars. The platform's dividend rating system helps investors evaluate dividend stocks, while the automated tracking features ensure no dividend payments are missed across multiple holdings.
Portfolio Performance and Risk Management
The platform provides detailed performance analytics and portfolio rebalancing tools to help investors maintain their desired asset allocation. Real-time monitoring capabilities allow investors to track their actual returns across all investments, while the rebalancing features help maintain optimal portfolio diversification.
Customizable Reporting and Analysis Tools
Investors can access various reporting tools and customizable dashboards to analyze their portfolio's performance. The platform offers benchmarking capabilities, advanced cash account management, and detailed filtering options for dividend stocks, enabling investors to make informed decisions based on comprehensive data analysis.
Tiered Service Levels for Different Investor Needs
The platform offers four distinct service tiers:
- Free Tier: Basic features for beginners and index fund investors
- Starter Tier (€7.99/month): Enhanced features for ambitious investors
- Investor Tier (€14.99/month): Comprehensive tools for established investors
- Expert Tier (€24.99/month): Unlimited access and advanced features for professional investors
Mobile Accessibility and Real-Time Updates
Snowball Analytics provides mobile access through iOS and Android apps, allowing investors to monitor their portfolios and receive updates on the go. The platform's real-time synchronization ensures that investors always have access to current portfolio data and market information.
Security and Data Protection
The platform emphasizes security in broker connectivity through Yodlee integration and maintains strict data protection standards. This ensures that sensitive financial information remains secure while providing seamless access to portfolio data across multiple institutions.
