getquin vs Snowball Analytics

getquin is a wealth platform for tracking net worth, planning for retirement, and analyzing investments. Its tracker supports importing, tracking, and analyzing more than 800,000 assets. Data can be added through supported financial-institution connections, manual entry, CSV files, or PDF files; Open Banking imports work only with supported brokers, while manual imports are available worldwide. Portfolio tools include performance measures, cost, tax and dividend views, a dividend calendar, fund holdings analysis, allocation analysis, and risk analysis. AI agents can explain returns, risks, dividends, and performance drivers, and examine diversification and costs. Users can discuss stocks in a forum and share portfolios for community feedback. getquin offers web, iOS, and Android access. Its free plan includes unlimited bank and broker connections, real-time financial data, a net-worth overview, and essential portfolio analysis. Paid plans start at €89.99/yr. getquin says connections are read-only, data is encrypted with AES-256, stored in Germany and Europe, and not sold; users can permanently delete stored data.

Snowball Analytics helps retail investors plan and track investments, review portfolio performance, and monitor dividends. It supports stocks, ETFs, funds, cash accounts, and custom assets such as deposits and real estate, across more than 70 exchanges and 30 currencies. Users can connect to over 1,000 brokers, import reports from 15 brokers, or bring in statements and CSV files. Performance tools account for fees, dividends, and trades, and include IRR calculations, benchmarking, risk analysis, diversification, and rebalancing. Dividend features include tracking, payout records, calendars, yield calculations, and forecasting; dividend ratings are on paid plans. The Free plan includes one portfolio, 10 holdings, one custom holding, and one watchlist. A 14-day trial includes paid features without a credit card, after which users move to Free. Monthly plans are 7.99 USD for Starter, 14.99 USD for Investor, and 24.99 USD for Expert. It is available on web, Android, and iOS.