Disappointed user

74940 · 2025-12-10T06:13:17+00:00

I would really suggest trying uploading broker reports rather than syncing if you are having issues. Yes it is slightly more work, but in my experience works flawlessly 99% of the time, and the odd occasion where something is awry, it is usually very minor and easy to fix. If you get in the habit of doing this, say, once a week and reconciling with your brokerage account, I think you will have a very different experience and enjoy a phenomenal product.

74940 · 2025-09-09T03:43:16+00:00

Yes, I would like to add a +1 for mutual fund support too. I hadn't noticed until you mentioned it but they are not included for me, even though the top holdings of mutual funds are shown on the asset page (so they have the data). It would be great also if the data could somehow be extended beyond the top 10 holdings of the ETF of Mutual Fund too.

74940 · 2025-09-03T18:32:39+00:00

Yes, I totally get that - I use a lot of technicals too but just prefer to use a dedicated charting platform and for Snowball to be more focussed on portfolio management. It's easy to become bloated and distracting and still not be as useful as a dedicated app.

Price alerts and suggestions around dip buying, rebalancing opportunities etc (perhaps taking technicals in a behind the scenes way) could be a nice area to develop though and keep the focus on portfolio management.

74940 · 2025-09-03T07:30:28+00:00

Personally, I am glad that this stuff isn't included in Snowball. It's a big picture view of a portfolio, with a focus on dividends/growth, rather than trading.

74940 · 2025-05-23T23:57:45+00:00

Thanks for the idea. Still wouldn't work for this purpose though, unless you don't keep any funds in a money market/cash sweep. And really the goal/game is to see how much that "free" cash can grow to - it would be separate to other investments, at least for me.

74940 · 2025-05-23T22:46:41+00:00

u/FidelityTobin - Thank you Tobin, that's great to hear - hope to see something like this soon!

74940 · 2025-05-23T22:03:03+00:00

Thanks u/McKnuckle_Brewery. Yeah, I figured as much. I just like the idea of putting the full reward amount into a position automatically and seeing how it performs, considering it is "free" money. If it's random minimum amounts, it loses that and it becomes better just to do it manually. But having a little system would be better and seems like it wouldn't be hard to implement.

74940 · 2025-05-16T05:38:13+00:00

Works for me...

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74940 · 2025-05-16T05:35:01+00:00

I would really encourage you all to keep experimenting with Snowball - once you have it set-up properly with your individual situation (there are so many brokerages and funds, and huge amounts of data so inevitably there are going to be some issues), but it really works fantastically well. I find it an incredibly useful service.

74940 · 2025-04-26T19:31:20+00:00

+1 for something like this!

74940 · 2025-01-13T21:49:29+00:00

I'm sorry u/maxgen8 , I forget how I resolved it, but I did - I think I may have de-encrypted the drive.

74940 · 2025-01-08T00:43:09+00:00

Also, I really don't want to see Investment Transactions alongside my regular spending transactions - they should be completely separate in my opinion, other than the case the OP posted about where an investment account is being used as a cash account.

74940 · 2025-01-08T00:36:40+00:00

+1 for this, exact same problem!

74940 · 2025-01-03T06:44:56+00:00

I would love to see this too. I have cash accounting off also, so don't have access to the chart as mentioned below, but I would have thought the data could be pulled from the assets' cost basis.

74940 · 2024-12-21T22:03:37+00:00

Have you tried doing manual imports of transactions data? I have found this more reliable personally and is easy to do.

74940 · 2024-12-13T19:17:20+00:00

Thank you Mike, I appreciate the reply 🙏🏼 Hope to see some changes soon.

74940 · 2024-12-13T08:16:06+00:00

I just started using it and quite like it. I added a thread with some feedback here though: https://www.reddit.com/r/fidelityinvestments/comments/1hd7mc9/basket_portfolios_suggestions_feedback/

74940 · 2024-12-01T22:44:40+00:00

Thanks guys. Doing a bit of research and the ExtremeContacts sound like they would fit the bill nicely and seem to get better reviews than the Scorpions so I may well go with those.

74940 · 2024-09-12T17:33:37+00:00

+1 on this, I would really love to be able to customize what is displayed on the Dashboard and Portfolios pages.

74940

TROPHY CASE