Snowball Analytics and AllInvestView
Snowball Analytics connects to more than 1,000 institutions and pulls transactions automatically.
AllInvestView connects supported brokers directly, reads unfamiliar CSV and spreadsheet layouts, and also has ready-made broker templates.
Snowball Analytics
Automatic broker connections with dividend tracking for stocks, ETFs, funds and crypto.
AllInvestView
Our PickDirect broker sync, an importer that reads any column layout, and dedicated records for bonds, options and other assets.
Getting Your Data In
Snowball Analytics connects more than 1,000 institutions, so transactions from supported brokers appear without manual intervention. Where a broker is not covered, or an asset type cannot be imported, you enter it yourself.
AllInvestView brings history across from supported accounts, files and manual records:
- Direct broker sync: Supported accounts connect read-only and refresh their holdings each night
- File history: CSV and spreadsheet exports keep their existing column layouts
- Recognized exports: History from Trading 212, Fidelity, ING, PortfolioPerformance, and 50+ other platforms
- Manual records: Positions from any source remain trackable
Supported Asset Types
Stocks and ETFs are tracked effectively on either option. Dividend recording, corporate actions and performance metrics work well on both.
Treats bonds as simple holdings without specialized calculations.
Prices a bond from its coupon and maturity against the government yield curve, then shows yield to maturity, duration, coupon dates and accrued interest.
Options contracts cannot be recorded.
Tracks multi-leg option positions with Delta, Gamma, Theta and Vega, plus a theoretical price that moves with the underlying.
Basic cryptocurrency tracking with limited exchange connections.
Real-time crypto prices with flexible import from any exchange or wallet.
Custom assets cover property, art or private investments on either platform. AllInvestView integrates them further: custom assets appear in allocation analysis and contribute to portfolio-wide metrics.
Tracking Debts and Mortgages
Net worth includes debts as well as assets.
Focuses exclusively on assets. Mortgages, margin loans and other debts cannot be recorded, so the net worth figure shows only the positive side.
Handles negative positions naturally. Track a mortgage alongside the rental property to see actual equity, or record margin debt to understand real brokerage exposure.
Tax Calculation Tools
Records dividend withholding, but does not calculate capital gains or apply a cost basis method.
- 14+ Tax Jurisdictions: Pre-configured rules for US, UK, Australia, Canada, Germany, France, Spain, Italy, and more
- Cost Basis Options: FIFO, LIFO, Average Cost Basis (ACB), and specific lot identification
- Progressive Brackets: Automatic calculations showing tax at each bracket level
- Wash Sale Detection: Configurable windows for jurisdictions that apply these rules
- Loss Carryforward: Track unused losses across multiple tax years
- Export Formats: PDF, Excel, and CSV reports ready for accountants or self-filing
For UK and Canadian investors: AllInvestView supports Average Cost Basis calculations required under Section 104 pooling (UK) and Canadian tax rules. Few portfolio trackers handle this correctly.
How the Tax Math Stays Accurate
AllInvestView ties each synced buy and sell to the broker activity that produced it. A mismatch does not overwrite the ledger, and a trade you remove stays removed after later syncs. That reconciled history feeds the per-lot tax report.
Multi-Currency Handling
Converts holdings to a single display currency. You see total values without distinguishing currency gains from investment gains.
- Current market exchange rates
- Separation of capital returns from currency returns
- Historical exchange rate tracking for accurate performance calculations
- Cash accounts in multiple currencies
- Instant switching between display currencies
Inside AllInvestView
Your portfolio on a past date
Snowball Analytics uses Assets History for past performance. It values your current holdings over ten years, five years, one year or six months. A position sold in March is not included.
AllInvestView rebuilds the account on the date you choose. It shows the holdings, weights, balances and return from that day. Positions sold later are still included. It does not project today's holdings backward.
A December 31 view can support a wealth declaration, yearly return or accountant review. Without past holdings, you would have to rebuild that view from contract notes.
AllInvestView
Dedicated bond records
In Snowball Analytics a Treasury or a corporate issue is a generic holding with a manual price. It counts toward allocation and net worth. It has no coupon schedule, maturity, accrued interest or yield.
AllInvestView stores it as fixed income. The report lists current yield, accrued interest, convexity, duration and yield to maturity. It also shows the implied credit spread in basis points and the government curve. US bonds use Treasury data. The other currencies use central-bank curves. This pricing covers US, euro, sterling, Canadian and Australian bonds. It can price a bond that has not traded in weeks.
On the AllInvestView free tier, the ten-holding cap counts distinct equity positions, and bonds, options and custom assets fall outside it entirely.
AllInvestView
Options and wheel tracking
Snowball Analytics does not track options. Put premium is not recorded, and an assignment appears as a normal purchase at the strike. The share cost basis then leaves out the premium received.
AllInvestView treats each option as its own asset. Eleven structures include verticals in all four directions, straddles and strangles on both sides, the iron condor, covered calls and the wheel. Positions receive an automatic theoretical price. Each position shows gamma, vega, delta and theta. The portfolio has one rho total. Rolls, exercises and expiries are recorded as option events.
The dashboard shows daily theta, open count, win rate and closed profit. It has an expiry timeline and detects wheel cycles automatically. It links an assigned cash-secured put to the covered call that follows.
AllInvestView
Capital gains reports
Withholding on a dividend is deducted before the money reaches you, so a tracker can report it from the payment. Capital gains use your own lots and your country's matching rule. Snowball Analytics does not calculate them.
The tax report uses the lots to calculate realized and unrealized gains, estimated tax, dividends and total return. Every position has its own tax figure or an if-sold estimate. The same sales can be compared under HIFO, average cost, FIFO and LIFO. Estimated tax appears beside every method.
It exports to PDF, Excel and CSV, and Spanish residents get Modelo 720 for the foreign-asset declaration out of the same data.
AllInvestView
Country tax rules
A cost basis method is only part of the tax calculation. Rates, allowances, tax-year dates and anti-avoidance rules vary by country.
Fourteen country rule sets cover those details. The US preset has wash sales. The UK has bed and breakfasting, Ireland has deemed disposal and Canada has superficial losses. European presets have their own rates. Every rule remains editable.
These rules let investors in Dublin or Madrid calculate gains on US stocks under their own country's system.
AllInvestView
An assistant that can update records
Snowball Analytics added Ask Snowball Analytics in August 2026. It answers questions about your portfolio, finds figures and runs calculations.
The assistant can turn statement rows, photographs and trade descriptions into portfolio history. It can also compare a broker file with existing records. The result separates matches, rows only in the file, rows only in the portfolio and rows where the two disagree.
The assistant is included on the free plan.
AllInvestView
Feature Comparison Table
| Capability | Snowball | AllInvestView |
|---|---|---|
| Stocks & ETFs | ||
| Direct Broker Sync | ||
| Import Reads Any Layout | ||
| Bond Analytics | ||
| Options with Greeks | ||
| Liability Tracking | ||
| Capital Gains Tax Reports | ||
| Trade-Level Reconciliation | ||
| Removed trades stay removed | ||
| FIFO/LIFO/ACB Methods | ||
| Multi-Jurisdiction Tax | ||
| AI assistant that acts: imports, reconciles, corrects data | ||
| Rebalancing Tools | ||
| Native Mobile Apps | ||
| Works Offline | ||
| Data Export | ||
| Lifetime Pricing |
Pricing Breakdown
Snowball Analytics uses monthly subscription tiers:
- Free: 1 portfolio, 10 holdings maximum
- Starter ($7.99/mo): Expanded limits
- Investor ($14.99/mo): More portfolios
- Expert ($24.99/mo): Full features
AllInvestView pricing:
- Plans from $6.99/month, with a 14-day free trial on every paid plan
- The Advanced tier–unlimited holdings, options Greeks, Monte Carlo, and full bond analytics–is $11.99/month billed annually
- Lifetime Deal: one-time $497 for permanent Advanced access, no recurring charges (pay by card or crypto)
Every paid plan is backed by a 14-day money-back guarantee, even after the trial ends.
Put Dividend History Beside the Rest of Your Portfolio
Your existing history can become a complete portfolio record with income, performance and tax reports.
Which tracker to choose
AllInvestView covers the same dividend work. The calendar uses published ex-dividend dates. Income is grouped by payer, with growth and a named forecast method for each holding.
It also keeps the full transaction history from any file layout. You can check returns between two dates or see each holding's weight on a past day.
It prices bonds from government curves and shows their yield and implied spread. It also tracks options with Greeks and wheel detection. Debts count toward net worth. Its capital gains report supports 14 jurisdictions and compares FIFO, LIFO, HIFO and average cost.
Snowball Analytics keeps its Dividend Rating, assembled from 13 fundamentals, and connections to more than 1,000 institutions.
Common Questions
Does AllInvestView connect to brokers automatically?
Yes. A live connection imports positions from accounts held by Interactive Brokers, Charles Schwab, Fidelity, Public, Wealthsimple, and other brokers. Positions update automatically each night.
Can AllInvestView track my mortgage?
Yes. AllInvestView records mortgages, loans, margin debt and other obligations beside the assets, so net worth includes both sides of the account.
Which platform handles taxes better?
AllInvestView calculates capital gains using FIFO, LIFO, HIFO or average cost across fourteen tax jurisdictions. Snowball records dividend withholding without a capital gains report.
Can I move my Snowball history to AllInvestView?
Yes. A Snowball Analytics CSV can bring your transaction history into AllInvestView.
Does AllInvestView support options trading?
Yes. AllInvestView tracks options with Delta, Gamma, Theta and Vega, live theoretical pricing, and multi-leg strategy recognition. Snowball does not support options.