Track investment portfolios with consolidated brokerage accounts. Plan and monitor investments, manage dividends, and analyze performance. View dividend and coupon income via a calendar. Set and track financial goals. Sync data across devices.
by Snowball Analytics★ 4.81,845 ratingsFinanceFreeData updated 2026-09-06
Manage investments and track portfolio performance
Manage investments and monitor portfolio performance. View detailed analytics and market trends. Add, remove, or adjust holdings. Set up recurring contributions and track historical performance.
Select values to filter companies aligning with your beliefs. Explore investments matching your criteria. Monitor portfolio performance and grades. Swap positions with a single trade to improve portfolio grade.
Track balances across multiple wallets and exchanges. Add wallet addresses or connect via WalletConnect for automatic updates. View balances in preferred currency. No data stored.
Manage investment portfolios with expert guidance. View diversified portfolios tailored to your goals. Receive explanations for portfolio changes. Adjust investments and track performance over time. Access market and adjust strategies as needed.
Create an account and allocate capital to alternative investments. Monitor portfolio performance with transparent reporting. Access news and insights on global markets. Track investment opportunities and manage capital distributions.
Access accounting reports, risk analytics, and portfolio data securely. Generate reports, monitor fund activities, and log inquiries or support requests. Sync with desktop features for consistent data access across devices.
View stock and fund data with real-time prices and historical trends. Analyze portfolio performance with detailed charts and metrics. Set goals and receive risk assessments. Track expenses and manage holdings.