getquin vs Snowball Analytics comparison

Unique

• Real-time portfolio and net-worth tracker that aggregates investments, bank accounts and other assets into a single view, with portfolio performance and breakdowns across assets, brokers and wallets.
• Supports tracking of many asset classes in one dashboard, including stocks, ETFs, funds, DeFi investments, real estate, angel investments, luxury collectibles, art, commodities and other alternative assets.
• Lets users link brokerage and bank accounts via secure API/open-banking connections, while also supporting manual asset entry and PDF-based imports for some brokers such as Trade Republic.
• Built-in dividend tracker and calendar that shows cumulative payouts, forward dividend forecasts, year-on-year growth rates and dividend yield, plus a personal dividend calendar within the portfolio.
• AI-powered portfolio analysis (including the DeepDive feature) that X-rays holdings to show composition and exposures across countries, sectors, currencies and asset classes, helping users understand diversification and concentration.
• Performance analytics including advanced metrics such as time-weighted returns, along with real-time data and benchmarking to monitor true portfolio performance across connected assets, brokers and wallets.

Unique

• Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics.
• Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies.
• Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls.
• User-defined category system and target allocations help plan strategy, structure portfolios and power a rebalancing tool that suggests trades to keep allocations on target.
• Dashboards and analytics compute portfolio value, invested capital, total profit (including dividends, realized P&L, fees and dividend taxes), IRR and multi-period performance, with breakdowns by asset class, sector, region and currency.
• Dedicated dividend analytics include forward income forecasts, dividend growth charts, yield and yield-on-cost, dividend rating based on company financial metrics, and a dividend calendar with projected payouts and DRIP planning.