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
View and monitor investment portfolios and accounts. Track performance of investments and markets. Receive updates and alerts on financial activities. Securely access account details and market data.
Track income with a calendar showing payment dates and companies. Add a widget for upcoming payments. Enable push notifications for daily updates. Sync with the system calendar.
View portfolios in real time with up-to-date holdings and performance data. Access simplified reports and sync held-away accounts. Receive notifications from your advisor. Track recent trades and transactions from anywhere.
