Snowball Analytics 101: Track, Analyze, and Grow with Ease

Set up your Snowball Analytics account, connect brokers, or import data to centralize investments. Navigate the dashboard to track net worth, allocation, and dividends, and benchmark against the S&P 500.

snowball analytics centralizes portfolios, automating updates across accounts for real-time insights. explore advanced analytics with dynamic charts, true returns, target allocation, and privacy-first security for confident investing.

Create your portfolio in Snowball Analytics, then import holdings by uploading csv or excel statements from Revolt or other brokers, map fields, and track dividends and performance.

Explore the analytics tab, your main control panel for market value, contributions, profit, and an IRR of 13.42% with a 2.5% dividend yield.

Explore the diversification tab in Snowball Analytics to visualize portfolio concentration with a donut chart, compare sectors, currencies, and regions or countries, and guide rebalancing for balanced risk and growth.

Explore the dividends tab to analyze yield, dividend income, and growth across holdings, with charts for payout, diversification, reliability, and a future payments calendar to plan long-term cash flow.

Explore growth in the analytics tab by comparing portfolio value to the S&P 500 and invested capital, noting a $20,888.90 outperformance over the past year and tracking cumulative returns.

Explore the metrics section of the analytics tab to measure portfolio performance, risk, and valuation using time-weighted return, beta, Sharpe and Sortino ratios, and price-to-earnings.

Explore the analytics tab reports to auto generate a portfolio snapshot with charts and tables, compare to benchmarks like the S&P 500, and export as PDF or Excel.

Navigate the portfolio tab to view holdings across stocks, ETFs, and commodities with cost basis, value, and dividends; manage accounts, currencies, and transactions, and export reports.

Document, review, and analyze every transaction in Snowball Analytics to track buys, sells, and dividends; automate entries, import from broker statements, and monitor gains with color-coded profits and losses.

Use the dividend payout calendar in Snowball Analytics to track projected annual income and income timing. Filter payouts by estimated, declared, or paid to manage cash flow.

Use the my goal feature to set passive income or portfolio targets, visualize progress with a dynamic forecast graph, and adjust assumptions like dividends, reinvestment, and inflation.

Track cash balances and overview categories in Snowball Analytics 101 to monitor liquidity, currency exposure, and portfolio allocation with a visual pie chart and customizable categories.

Track and record corporate actions such as splits, mergers, spin-offs, dividends, and bonuses to keep your portfolio's share count, market value, and performance metrics accurate.

Learn how to use Snowball Analytics' portfolio rebalancing tool to align your holdings with target allocation, manage risk, and adjust with deposits or rebalance actions.

Identify, filter, and analyze leading dividend stocks with Snowball Analytics to build a high income portfolio. Use filters for yield, growth, and dividend streak to make data-driven investment decisions.

Identify buying opportunities using the dip tool, which flags assets that have recently dropped and are oversold against 10-, 50-, 100-, and 200-day moving averages for data-driven insights.

Portfolio Lab in Snowball Analytics lets you test and backtest a portfolio using historical data, compare against benchmarks like the S&P 500, and optimize for dividend income and diversification.

Explore the community tab to discover popular stocks, trends, and real user portfolios. Gain diverse insights from top articles, public portfolios, and transparent investor notes to inform your investment decisions.

Apply data driven insights with snowball analytics to track, analyze, and grow your investments. Review your portfolio, set goals, rebalance, and stay disciplined as you pursue financial independence.