Snowball Analytics

Powerful portfolio tracker for modern investors

4.0•1 review•

231 followers

Powerful portfolio tracker for modern investors

4.0•1 review•

231 followers

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Snowball is a powerful portfolio tracker made for modern investors 💰 Track all investments in one place - stocks, funds, crypto, custom investments 🌐 Made for investors everywhere - multiple exchanges and currencies 🤓 Beautiful and powerful analytics

Free Options

Launch tags:Fintech•Investing•Personal Finance

Launch Team

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Snowball Analytics

Maker

📌

Hi there, Product Hunt! I’m Anna, co-founder of Snowball Analytics - powerful investment portfolio tracker for retail investors from all over the world 🌐 📜 Story behind Snowball started as a google spreadsheet we with @egor_babichev were using to track our family’s investments. Later, when our ideas and needs became too ambitious for spreadsheets - the Snowball was born. Today we’re exited to share our tool with Product Hunt community! 😔 The problem When we started investing we faced with several problems and were a bit frustrated: - It’s impossible to keep track of all investments, especially if you have multiple accounts - Brokers don’t show all the information we need - We don’t know our real performance, including dividends, currency fluctuations, broker’s fees, etc. - Emotions get in the way and force us to make bad decisions That’s why we created our spreadsheet first, and then built a Snowball for everyone to have a solution to these problems. 🦸 Our mission Not-so-fun fact: while talking with our users we noticed that a lot of investors don’t know the real performance of their investments 😢 Another fact: when the market is volatile people panic and start making emotional decisions. In Snowball we believe every investor should have a clear understanding of their financial state. Our goal is to equip investors with a tool that helps them build their wealth stress-free and backed by data. ⚒️ How it works? 1. Connect your brokerage account or upload a broker’s report 2. Get all the information you need about your investments 3. Set target allocations and get rebalancing recommendations 🤑 Promocode Please user the PRODUCTHUNT promocode to get a 30% OFF discount on your first purchase. 💌 We’d love to hear from you We build Snowball with our users in mind. We’d love to hear what challenges you’re facing on your journey to financial independence, so we could make this easier together!

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3yr ago

Flutin 2.0

Goodluck with the launch guys!!!

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3yr ago

Snowball Analytics

Maker

@agrima_sharma Thank you, Agrima ❤️

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3yr ago

Sequoia

Greetings everyone! Fantastic work on getting Snowball Analytics on the Product Hunt! 🥳 You have done an excellent job! Guess investors will appreciate it. I've only got one question. How big is your team?

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3yr ago

Snowball Analytics

Maker

@denis_galka Thank you for kind words! We are very small, we just put a lot of effort)

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3yr ago

Sequoia

@egor_babichev Take care of yourself Egor! A lot of effort leads to burnout. I know it myself

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3yr ago

SocialBu

Sounds like a helpful tool. It looks like you've gone to great lengths to make sure users have all the necessary information they need. What kind of feedback have you received from users so far?

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3yr ago

Snowball Analytics

Maker

@heyumarkhan thank you! The feedback is mostly positive 🙂 People love the UI, support quality, ability to add investments from different stock exchanges, dividend calendar Our biggest challenge is connections with brokers, and we are working to improve it every day Our goal is to make best tool possible for investors, so they could get an overview of their financials in a few minutes 🙂

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3yr ago

Ad Roast

Congrats on the launch! Instead of connecting a brokerage account or uploading a broker report, is it possible to manually input assets?

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3yr ago

Snowball Analytics

Maker

@carter_barnett Thank you, Carter! Of course, you can manually add trades/assets, you will see this options right after creating a portfolio. Also, you can make and import a custom CSV file with your data, if you have a lot of trades

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3yr ago

Ad Roast

@horovody Amazing, thank you!

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3yr ago

BloggerAI

Congrats on the launch of Snowball Analytics on Product Hunt! 🎉🎉 I'm new to investing and I'm curious to hear about how Snowball Analytics can help me get a clear view on my financial situation. Could you give me some examples of use cases or features? 🤩 I'm sure I'm not the only one who's curious to know more! 🤗

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3yr ago

Snowball Analytics

Maker

@paolo_degiglio Thank you, Paolo! Welcome to the new interesting world!) we have a lot of different features so i will give you several use cases for some of them 1. Its common for investors to follow certain asset allocation in portfolio, for example 10% SCHD, 10% AAPL, 1% in bitcoin..etc when you have allocations like that, after some time they will change organically due to discrepancies in price appreciation by different assets for this case we have a tool called "Recommendations" which will help you rebalance your portfolio and restore original allocations. This tool can be used during account top-ups as well, it will recommend what to buy to be close to desired allocations 2. We have very detailed dividends analytics, this will help you better understand your portfolio's dividend yield and optimize it for your goals (in case you are a dividend investor) 3. Tool for backtesting will help you to check your portfolio (your asset allocations) on historical marked data, so it will give you better understanding of your investments 4. You can check true performance of your assets (including dividends), beta, commissions, etc. it will allow you to adjust your picks so your portfolio would better serve your goals and many many other features)

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3yr ago

BloggerAI

@egor_babichev Very clear 🤩

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3yr ago

Hairstyle AI

Look super fresh & polished, Anna! 😎 How long have you been working on this? I'm a bit of a personal finance nerd myself so I'm keen to have a play with this! :) Do you cover NZ-based brokers by any chance?

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3yr ago

Snowball Analytics

Maker

@fryingneurons Thank you, Nick! Happy to have another personal finance nerd on board! Hope you'll find snowball helpful) We've been working on it for almost 1,5 years already, a lot of work has been done 😅 We support connection via Yodlee and we know it supports some NZ brokers (we have users from New Zealand who use yodlee connection). We also have support of Interactive Brokers via their activity reports, this broker is also available in NZ. And of course we support NZD currency 😉

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3yr ago

Airtable Hint GPT

Hey Anna, The design looks stunning. Very neat buttons and layouts. I have also checked that the layout works well on Mobile. + for the live-demo - great way to see overview of the product. The feature that speaks to me is the Dividend visibility, I don't get that now without manual work. For the Dividend charts it would be great to select periods like eg. last 3 months or last year quarterly. Currently I am not sure if this Year or Start - To date view Question about the data import -> do i need to create Yodlee account first and then link to you. It would be great to have a list of brokers on your page and if this is API or manual import. Biggest think factor for me before signing up is - this is financial info I would not like it show up on the internet 🤣. What measures do you have around security? Looking great!

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3yr ago

Snowball Analytics

Maker

@greg_vonf Thank you for checking it out, Greg! 1. About dividend history - yes, its a start to date view, I agree about the period selector - we will definitely add at 2. Yodlee is provider that connects to your broker and gives us information about your holdings/transactions/... You don't need to create account in Yodlee beforehand Additionally to Yodlee connections you can add your data manually, by uploading a broker's report or by uploading a custom CSV file with your data We do not have full list of broker supported via API now (because Yodlee have access to thousands of brokers), but I can give you a list of brokers we support via Importing a broker's reports (Interactive Brokers, TD Ameritrade, Webull, M1 Finance, Robinhood, Vanguard, Revolut, Degiro, Just2Trade, Exante, Trading 212, Wealthsimple, Questrade, eToro) :) 3. We understand that you provide us your sensitive data, so we closely monitor its safety. Snowball Analytics DOES NOT store your broker or crypto account credentials. All your data in Snowball Analytics is depersonalized and encrypted at rest. We NEVER sell your data and no third-party have access to your data. Our service is funded solely by your subscription fee. Let me know if you have more questions!

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3yr ago

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