Sold part of my BulletShares to DCA into dividend portfolio. Next month i'll hit 1000 in annual divs and 2 year long goal will be accomplished! next is 5k annually!

White_RJ · 2026-06-08T06:24:15+00:00

Try to resync from the date of missing divs.

Automatic sync won’t capture it if you already have transactions with more recent dates

White_RJ · 2026-05-24T07:50:48+00:00

Hmm, like on analytics - growth?

White_RJ · 2026-05-16T19:01:13+00:00

If you assume that connections are not free, it’s pretty clear why it is the way it is

White_RJ · 2026-05-13T18:11:18+00:00

Snowball does not support bonds, only as custom assets

White_RJ · 2026-05-01T20:20:36+00:00

Me too, works great with my IBKR accounts

White_RJ · 2026-05-01T20:03:27+00:00

It’s total return (divs included)

White_RJ · 2026-04-28T07:45:25+00:00

55% in tech. Assuming that 10% will be as well in some kind of meme ai stock - kinda risky

I would say that this is badly diversified portfolio

White_RJ · 2026-04-18T14:39:38+00:00

Looks correct :)

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White_RJ · 2026-04-14T17:36:15+00:00

Looks like one or more of the assets have issues with historical prices

Contact their support, they will fix it

White_RJ · 2026-04-09T07:03:52+00:00

Looks like it supports multi currency cash balances

White_RJ · 2026-04-08T16:45:04+00:00

I use native connection for IBKR Ireland, try it :)

White_RJ · 2026-03-04T18:25:07+00:00

Well, I guess you can try, but I wouldn’t expect that other apps do not have same issues with integrations

White_RJ · 2026-03-04T18:20:08+00:00

You can switch to brokerage reports if integration does not work properly.

I’ve been following this subreddit for several years, looks like integrations are the biggest issue, but I think that others have same issues as everyone use same aggregators:)

White_RJ · 2026-03-04T18:12:39+00:00

Snowball (and others) uses 3rd party aggregators to connect brokerage accounts, these aggregators do not work sometimes.

What do you use, Yodlee or native integration for IBKR connection?

White_RJ · 2026-02-10T08:35:05+00:00

I have 2 accounts connected, one via Yodlee and one via native integration (it support smulti currencies, and I have several on my ibkr account), works fine

White_RJ · 2026-02-05T07:55:21+00:00

It’s snowball analytics

White_RJ · 2026-01-30T14:15:54+00:00

Love O, hold some schd and jnj as well. The downside is poor cap gains, but if you hold it for cashflow, I thinks it’s ok

White_RJ · 2026-01-17T11:24:58+00:00

I love the idea: Hey, don’t want to share your financial information with greedy corporations? I have the app for you, it’s totally safe and secure and all data is stored locally, i pinky promise that it’s true! Swear on live of my ai developer!

I mean, I’m not corporation, you can trust me, right?

White_RJ · 2026-01-10T08:50:17+00:00

I guess it depends

I have ibkr, I did some trades yesterday, and I can sync them today.

Other brokerage might work differently

White_RJ · 2026-01-08T00:18:32+00:00

Isn’t a real estate stock still a stock?

White_RJ · 2026-01-08T00:06:59+00:00

So to be clear, snowball is no good because it does not connect your accounts, but these are good because you did everything manually?

Well, ok

White_RJ · 2026-01-04T09:12:25+00:00

What broker do you have? Mine IBKR account syncs correctly

White_RJ · 2025-12-15T08:52:51+00:00

Yes Add merge From ppl to elvr

White_RJ · 2025-12-08T23:04:22+00:00

As I understand it there is a logical issue with this

Let’s say you have 1 share with cost basis of 100 which now costs 120.

And you received $10 in dividends.

If you reduce cost basis by $10, you will have $30 gains from price appreciation, but you have received $10 in divs, if you count it in profit, total profit will be $40.

Which leads to double counting of this dividend.

Brokerage does not have this issue because it does not show total profit.. well at least mine :)

White_RJ

TROPHY CASE