Snowball Analytics vs Ziggma comparison

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.

Unique

• Broker‑agnostic web portfolio tracker that consolidates multiple brokerage, IRA and 401(k) accounts into a single dashboard with performance, allocation, income and risk analytics for individual and combined portfolios.
• Secure account linking to 10,000+ banks and brokers (including Fidelity, Schwab, Robinhood, Webull, Coinbase and many plan sponsors) via Plaid and Snaptrade using OAuth; Ziggma never sees or stores login credentials and encrypts holdings data.
• Dividend Tracker that aggregates cash flows and forward income across all linked accounts, monitors portfolio yield and payment timing, and lets users drill into income by holding.
• Algorithm‑powered Ziggma Stock Scores—daily updated, fully fundamentals‑driven 0–100 ratings based on dozens of indicators for growth, profitability, valuation and financial strength for all US stocks above $100m market cap—plus a Top 50 list of high‑scoring stocks in fast‑growing industries.
• High‑performance stock and ETF screener with intuitive sliders and presets, including ESG/impact filters (climate leaders, circular economy, Sharia‑compliant) and technical/momentum criteria like 52‑week highs.
• Impact investing workflow that surfaces impact‑oriented stocks, ETFs, green bonds and other opportunities, and lets users screen portfolios and universes based on values‑aligned themes and impact profiles.