Average Ratings 1 Rating
Average Ratings 0 Ratings
Description
Whether it's stocks, ETFs, crypto, commodities, forex or futures, PortfolioTrackr keeps it on one screen for people who manage their own money. It reaches 45 exchanges and 40 currencies, from New York, London and Tokyo to Singapore, Mumbai, Dubai and Riyadh.
Positions go in however suits you: say them, type them, screenshot a broker app, upload a CSV, or link a broker. Each one gets a target and a stop loss, with per-position and total profit and loss tracked. Alerts hit WhatsApp, Telegram, email or push when a target does.
Also on board: dividend income forecasts, a benchmark check against the S&P 500, NASDAQ-100 or Gold, FIFO capital gains reports, and short position support.
Native apps for iOS and Android, plus a full dashboard in a browser. Free for 3 days, then Starter is $9/month, Pro $19/month, or go Lifetime once.
Every position, one dashboard, clear decisions.
Description
Snowball Analytics is a portfolio track platform that can run detailed reports about your dividends.
Snowball Analytics allows you to link your brokerage accounts and receive automatic updates. You can track thousands of stocks, funds, and cryptocurrencies around the globe. This stock tracker supports automatic brokerage connections with more than 1,000 brokers from the US, Europe, UK and Asia. You can track almost any stock, ETF, or Mutual Fund anywhere on the planet. Stock tracker supports all major stock exchanges. It also shows your portfolio performance in 25+ currencies.
Snowball Analytics tracker has many tools for analysis and dividend screening
Rebalancing,
Calculation of the yield on cost and dividend yield
Withholding tax custom
Dividend rating,
Portfolio performance calculation including fees and dividends.
Benchmarking,
Backtests,
Building and testing dividend portfolios, or testing portfolios based on historical data
API Access
Has API
No
API Access
Has API
No
Integrations
Plaid
No
Stripe
Yes
Telegram
Yes
Twilio
Yes
WhatsApp
Yes
Yodlee
No
Integrations
Plaid
Yes
Stripe
No
Telegram
No
Twilio
No
WhatsApp
No
Yodlee
Yes
Pricing Details
$9/month
Free 3-day trial. No credit card required. Full dashboard, browser and mobile push alerts.
Starter: $9/month or $99.99/year. Live prices, P&L, dividends, email, WhatsApp and Telegram alerts. 1 portfolio.
Pro: $19/month or $199/year. Everything in Starter, plus Smart import (voice, text, screenshot, CSV, Excel or PDF), SMS alerts worldwide, and up to 5 portfolios.
Lifetime: $299 once. Everything in Pro. Unlimited portfolios. No recurring charge.
Starter: $9/month or $99.99/year. Live prices, P&L, dividends, email, WhatsApp and Telegram alerts. 1 portfolio.
Pro: $19/month or $199/year. Everything in Starter, plus Smart import (voice, text, screenshot, CSV, Excel or PDF), SMS alerts worldwide, and up to 5 portfolios.
Lifetime: $299 once. Everything in Pro. Unlimited portfolios. No recurring charge.
Free Trial
Yes
Free Version
Yes
Pricing Details
$6.70 per month
For Investors: $12.50
10 Portfolios
Unlimited Holdings
Unlimited Custom holdings
Full Benchmarking
Top dividend stocks, no limits
10y company fundamentals
30+ years backtests
Priority Support
For Professionals to manage and analyze client’s portfolios and share results: $299 per month
10 Portfolios
Unlimited Holdings
Unlimited Custom holdings
Full Benchmarking
Top dividend stocks, no limits
10y company fundamentals
30+ years backtests
Priority Support
For Professionals to manage and analyze client’s portfolios and share results: $299 per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
PortfolioTrackr
Founded
2026
Country
United Arab Emirates
Website
portfoliotrackr.com
Vendor Details
Company Name
Snowball Analytics
Founded
2022
Country
France
Website
snowball-analytics.com
Product Features
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
Yes
For Traders
Yes
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
Yes
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No
Product Features
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
No
For Traders
No
Order Management
No
Portfolio Accounting
Yes
Portfolio Rebalancing
Yes
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No