Snowball Portfolio 4+

Name: Snowball Portfolio
Author: ZHENGZHOU CREATION INFORMATION TECHNOLOGY CO., LTD.

Smart Invest, Manage Assets

ZHENGZHOU CREATION INFORMATION TECHNOLOGY CO., LTD.

- Free
- Offers In-App Purchases

iPhone Screenshots

Description

【Investment Tracking】
View all transactions in one place, with real-time stock and fund price updates.
Track portfolio allocation, rebalance ratios, realized gains, unrealized gains, and annualized returns.

【Asset Management】
Easily manage family assets and clarify asset-liability relationships.
Track monthly income, expenses, and trends in asset-liability changes.

【Income Allocation】
Automate monthly income allocation for savings and investments.
Understand monthly spending limits and how long your money will last.

Agreements
User Agreement: https://www.notion.so/User-Agreement-165a85c63d7b8108af58ca0f120d0b41
Privacy Policy: https://www.notion.so/Privacy-Policy-165a85c63d7b81138c0bc2592a503d1b
Membership Terms: https://www.notion.so/Membership-Service-Agreement-165a85c63d7b81beb1e6dff99dacddec

Privacy and Security
We recommend logging in with Apple ID or WeChat for enhanced anonymity.
Our focus is to free you from complex Excel tracking while ensuring data privacy and security.
Please read and understand our User Agreement, Privacy Policy, and Membership Terms before using our services.

28 Feb 2025

Version 2.3.0

New: Add records for stock and fund dividends, and set up dividend reinvestment.
Optimization: Sort market groups and trading platform groups by market value, from smallest to largest.

The developer, ZHENGZHOU CREATION INFORMATION TECHNOLOGY CO., LTD., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.