As a Dividend Investor, Snowball Analytics has certainly made things alot easier to track and manage my portfolio as often as I would. If you are interested in checking out @snowballtracker. then go to Oh and yes, they even have AI capabilities
@snowballtracker Snowball allows you to connect all of your accounts together giving you an overall view of your accounts. The top gainers/losers is an easy way to keep up with daily performance.
My favorite thing about this platform so far... That it was able to find EVERYTHING I'm invested in Even my pension funds through my workplace pension provider So I no longer have to manually calculate my exposure to this every month
Dividend investing is challenging if you don't know the details of your portfolio With Snowball, you get access to: Avg. annual dividend growth of your holdings Dividend safety ratings Payout ratios & dividend calendars so you know when you can expect that juicy passive income
Exclusive features
Why it’s moving
Shows the key reasons behind a stock’s price change — in seconds.
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Portfolio Lab
Turn insights into action: with Portfolio Lab, simulate portfolios, compare performance, and optimize risk/reward.
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Rebalancing
Keeps your portfolio on track — automatically suggesting what to buy or sell to maintain your target allocation.
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