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What is Snowball Analytics?

Snowball Analytics serves as a comprehensive portfolio tracking platform that generates in-depth reports regarding your dividends. By allowing users to connect their brokerage accounts, it ensures seamless and automatic updates, enabling the tracking of a vast array of stocks, funds, and cryptocurrencies globally. This platform is compatible with over 1,000 brokers spanning the US, Europe, the UK, and Asia, thus facilitating the monitoring of virtually any stock, ETF, or mutual fund found worldwide. Supporting all major stock exchanges, it also provides portfolio performance insights in more than 25 currencies. Additionally, Snowball Analytics is equipped with a variety of analytical tools tailored for dividend screening. These tools include rebalancing features, yield on cost calculations, customizable withholding tax options, and dividend ratings, as well as performance assessments that account for fees and dividends. Users can also engage in benchmarking, backtesting, and constructing and testing dividend portfolios using historical data to enhance their investment strategies. The combination of these features makes Snowball Analytics an invaluable resource for investors looking to optimize their portfolios.

What is Excel Price Feed?

Elevate your Excel experience by incorporating real-time market data seamlessly with the Excel Price Feed Add-in, which introduces over 100 innovative formulas designed for accessing up-to-the-minute, historical, and fundamental market insights. This all-encompassing tool spans various markets, such as equities, stock indices, options, mutual funds, foreign exchange, commodities, and cryptocurrencies. Users benefit from real-time updates for NYSE and NASDAQ, while other global exchanges in Europe, Asia, the Americas, and Australia provide delayed information. The data is obtained from trusted sources like Yahoo Finance and IG Index / IG Markets, ensuring your financial assessments are both precise and dependable. Thanks to this Add-in, diving into market trends is now more efficient and accessible than ever before, making it an invaluable resource for anyone involved in financial analysis. Furthermore, the ease of integration allows users to customize their spreadsheets to suit specific analytical needs.

Media

Media

Integrations Supported

Envestnet | Yodlee
Microsoft Excel
Plaid

Integrations Supported

Envestnet | Yodlee
Microsoft Excel
Plaid

API Availability

Has API

API Availability

Has API

Pricing Information

$6.70 per month
Free Trial Offered?
Free Version

Pricing Information

$10 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Snowball Analytics

Date Founded

2022

Company Location

France

Company Website

snowball-analytics.com

Company Facts

Organization Name

Coderun Technologies

Date Founded

2015

Company Location

United Kingdom

Company Website

www.excelpricefeed.com

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Categories and Features

Spreadsheet

Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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