🖤 Black Friday: 30% OFF all plans | Latest product updates

Hello fellow investors!

Yup, it's that BlackFriday(ish) time of the year again! From November 21 to November 27 you have a chance to get to our Starter, Investor or Expert plan with a 30% discount!

With our premium plans you can track an unlimited number of holdings, automatically sync with your brokerage, get full access to our dividend rating, and many more useful features to take full control of your financial future.

👀 Also, don't forget to check out our latest product updates below - popular holdings, comments, updates to benchmarking, new transaction types and more..

Most popular stocks and funds

Our community tab got an upgrade -  discover most popular stocks and funds among our users. See what people hold in their portfolios.

Also, the asset page now has a Community tab as well! You can see how popular is this asset among our users and also you can discuss it with other investors! Check out the Realty Income page for example.

O Realty Income Corporation - Snowball Analytics

Company analysis O Realty Income Corporation includes quotes, information about dividends and payment history, reporting of companies for 10 years, comparison of companies with each other.

Snowball Analytics

Compare your performance with index funds, select multiple benchmarks

Now you can compare your performance to selected benchmarks on Portfolio performance and Dynamics of portfolio returns charts. Also, you can select up to 3 benchmarks at the same time!*

Sharpe and Sortino ratios on the Metrics tab will also be compared to selected benchmarks.

*Multiple benchmarks are available with Investor and Expert plans.

New transaction types

Added support for new transaction types: Fee, Tax, Tax Return and Other expenses. Also, now you can link expenses directly to holdings.

All transaction types are on the same page now - Trades, Expenses, Dividends and Cash movements.

What's else?

• Added support for new brokers - XTB, Tastytrade, Inveractive Investor, National Bank Direct Brokerage.
• Manual transaction editor - when you add new dividend income manually we automatically calculate amount received per share and withholding tax.
• New pricing plan - Expert. With unlimited number of portfolios and holdings.
• Transaction list for Composite portfolios: added new column "Portfolio"  (name of the portfolio this transaction belongs to).

You can always see the full history of our product updates on the Changelog page.