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What is Watchfolio?

The Ethos Universal Wallet Watchfolio empowers users to effortlessly keep track of a wide array of cryptocurrencies, evaluate their performance, and manage their holdings through an intuitive interface. As you set up your Watchfolio, you can enter your original purchase price, which allows for the calculation of gains or losses based on current market fluctuations in relation to your entry price. With its customizable features, ease of updates, and streamlined management of multiple portfolios, the Watchfolio proves to be an invaluable resource for investors. Moreover, the ability to create fantasy portfolios with just a click offers valuable insights into different portfolio setups. Below, we outline the key features and benefits of the Watchfolio. Understanding that digital assets can be spread across various platforms, the Watchfolio allows you to track assets no matter if they are on an exchange or stored securely in a paper wallet, all from one centralized interface. This makes it a versatile portfolio tracker, enabling you to analyze, monitor, and extract insights from an ever-expanding collection of cryptocurrencies. This all-encompassing tool not only simplifies the management of your digital assets but also enhances your knowledge, enabling you to make strategic investment choices with confidence. Ultimately, the Watchfolio represents a crucial step in the evolution of cryptocurrency management, catering to both novice and experienced investors alike.

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

Envestnet | Yodlee
Plaid

Integrations Supported

Envestnet | Yodlee
Plaid

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$6.70 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

Ethos

Date Founded

2017

Company Website

www.ethos.io/watchfolio-tracking-your-crypto-on-the-blockchain

Company Facts

Organization Name

Snowball Analytics

Date Founded

2022

Company Location

France

Company Website

snowball-analytics.com

Categories and Features

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

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