Ratings and Reviews 2 Ratings

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features 3.5 out of 5 stars
design 3 out of 5 stars
support 2.5 out of 5 stars

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What is StockMaster?

Since its inception in 1996, StockMaster has evolved into the leading investment portfolio management software in Australia. Designed specifically for investors who wish to streamline their investment oversight and tax documentation, it boasts a unique trade record feature that simplifies the recording and reporting of trade activities and dividends. Users can take advantage of its online charting and query functions, making it easy to visualize data and perform real-time inquiries related to their shares. StockMaster goes beyond basic portfolio management by integrating tools for cash flow and property management, enabling users to efficiently track daily financial movements and expenses tied to their investment properties. Additionally, the software provides real-time updates on a wide range of financial instruments, including shares, managed funds, and options. It also offers comprehensive analysis capabilities, allowing investors to forecast dividend income and examine imputation credits for the upcoming year, along with detailed insights into their asset allocation. With its extensive features, StockMaster equips investors with a robust platform that caters to multiple facets of their financial management strategies. This makes it an invaluable resource for anyone serious about managing their investments effectively.

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.

Media

Media

Integrations Supported

Integrations Supported

Plaid
Yodlee

API Availability

API Availability

Pricing Information

$220 per year

Pricing Information

$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 Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Supertech

Date Founded

1996

Company Location

Australia

Company Website

supertech.com.au/stockmaster.html

Company Facts

Organization Name

Snowball Analytics

Date Founded

2022

Company Location

France

Company Website

snowball-analytics.com

Categories and Features

Dividend Trackers

Not specified

Stock Screeners

Not specified

Categories and Features

Dividend Trackers

Not specified

Stock Portfolio Management

Portfolio Accounting
Portfolio Rebalancing

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