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features
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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

Description

The Ethos Universal Wallet Watchfolio allows users to effortlessly monitor a diverse range of cryptocurrencies, assess their performance, and synchronize their holdings, all through a user-friendly interface. During the setup of your Watchfolio, you can input your initial purchase price, enabling you to calculate your gains or losses based on current market trends relative to your entry point. The Watchfolio offers customization options, is easy to update, and simplifies the management of multiple portfolios, making it a highly efficient tool for investors. Additionally, you can create fantasy portfolios at the touch of a button, providing insights into the performance of various portfolio configurations. Below are the capabilities and advantages of the Watchfolio. We recognize that your digital assets may be stored in various locations; therefore, with Watchfolio, whether your assets reside on an exchange or within a secure paper wallet, you can effectively track everything in one central location. It serves as a portable portfolio tracker, enabling you to analyze, track, and gain insights from an ever-growing collection of cryptocurrencies. This comprehensive tool ensures that managing your digital assets is not only convenient but also educational, empowering you to make informed investment decisions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Plaid Yes 
Yodlee Yes 

Integrations

Plaid No 
Yodlee No 

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
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

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) Yes 
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) Yes 
In Person No 

Vendor Details

Company Name

Snowball Analytics

Founded

2022

Country

France

Website

snowball-analytics.com

Vendor Details

Company Name

Ethos

Founded

2017

Website

www.ethos.io/watchfolio-tracking-your-crypto-on-the-blockchain

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 

Alternatives

Alternatives