Snowball Analytics

Snowball Analytics is a service for retail investors to plan and track investments, examine portfolio performance, and monitor dividend payouts. It covers 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 automatically to over 1,000 brokers, import reports from 15 brokers, or bring in statements and CSV files. Portfolio analysis includes calculations that account for fees, dividends, and trades, as well as IRR, benchmarking, risk-adjusted returns, diversification, and rebalancing tools. Dividend tools include automatic tracking, a calendar, payout records, yield calculations, and forecasting; dividend ratings are available on paid plans. The Free plan includes one portfolio, 10 holdings, one custom holding, and one watchlist. Registration includes a 14-day trial without a credit card, after which users move to Free. Android, iOS, and web access are available. Monthly subscriptions start at $7.99 a month; Investor costs $14.99 a month and Expert costs $24.99 a month. The company says it does not store broker credentials and encrypts user data.

Snowball Analytics brings investment tracking, performance analysis, and dividend tools into one service. Its Free plan has clear portfolio and holding limits, with paid monthly plans expanding capacity and features.

It suits retail investors seeking a consolidated view of investments, portfolio performance, and dividends. The free plan is described for beginners and index fund investors, while higher plans provide capacity for more portfolios and holdings.

Overview

Snowball Analytics is a portfolio tracker and investment analysis service for retail investors who want performance and dividend information together. It suits long-term investors managing several kinds of assets, but the Free plan’s tight caps and the company’s data accuracy caveat matter before relying on it for portfolio decisions.

Investors can connect accounts at more than 1,000 brokers, import reports from 15, or use statement and CSV imports. Supported holdings include stocks, ETFs, funds, cash accounts, and custom assets such as deposits and real estate. Coverage across 70+ exchanges and 30+ currencies gives globally diversified investors room to bring varied holdings into one view. Snowball Analytics SAS is registered in Lyon, France, and was founded in 2021. For more options, browse our Portfolio Management Software list.

Key features

Performance reporting accounts for fees, dividends, and trades, with IRR calculations, benchmark comparisons, and measures such as the Sharpe ratio. Allocation, diversification, risk analysis, and rebalancing tools help investors assess how a portfolio is put together and how it has performed. The Free plan limits benchmarking and rebalancing, so investors who need those tools regularly may quickly outgrow it.

Dividend tracking includes a calendar, records of received payouts, yield and yield-on-cost calculations, growth analysis, and payout forecasting. Dividend ratings require a paid plan. That emphasis makes Snowball a stronger fit for income-focused investors than a tracker centered only on account balances.

Users can share portfolios and export holdings and transactions to CSV. Ask Snowball Analytics is available across plans, while MCP access is reserved for Expert; both are read-only, and the company says submitted data is not used to train models. Broker connections are read-only through Yodlee, SnapTrade, and Plaid. Snowball says it does not store broker or crypto-account credentials and that user data is depersonalized and encrypted in transit and at rest. It also says account deletion removes database data immediately, with backup copies removed within 30 days. These are useful safeguards, though the company cautions that site data may not be real-time or accurate and is provided as-is.

Pricing

The Free plan costs nothing, billed 0 forever. It allows 1 portfolio, 10 holdings, 1 custom holding, and 1 watchlist, with limited benchmarking and rebalancing. That is enough for a beginner or a simple index fund portfolio, but little room for multiple accounts or a broader set of holdings.

Starter is $7.99 a month, billed monthly, and keeps the 1-portfolio limit while raising custom holdings to 5 and watchlists to 2. It suits someone with one portfolio who needs more room for nonstandard assets or watchlists; it does not solve the portfolio-count limit.

Investor is $14.99 a month, billed monthly, and supports 10 portfolios and 10 watchlists. It is the more practical step for investors organizing several portfolios. Expert costs $24.99 a month, billed monthly, and provides unlimited portfolios and holdings, 20 watchlists, and MCP access. It is aimed at users who need the largest stated capacity or that integration.

Registration starts a 14-day trial with paid features and no credit card requirement. The trial permits only 2 portfolios; afterward, the account automatically moves to Free. Subscriptions can be monthly or annual and are charged once per selected term; they can be canceled anytime and will not renew after the paid term. Stripe processes payments, and major credit cards are accepted.

Platforms

Snowball Analytics is available on Android, iOS, and the web. Its mobile app launched in 2024.

Who it's for

Snowball is best suited to long-term retail investors who want performance, risk, allocation, and dividend tracking across connected or manually imported accounts. Its broad asset coverage and broker connections are useful when holdings span several account types. Investors who need a single source of guaranteed current market data should look elsewhere, given Snowball’s data caveat.

Pros and cons

• Pro: More than 1,000 broker connections, report imports from 15 brokers, and CSV imports give investors several ways to assemble a portfolio.
• Pro: Performance, risk, allocation, rebalancing, and dividend tools cover more than balance tracking, with dividend ratings on paid plans.
• Pro: The 14-day trial includes paid features without requiring a credit card, and the automatic move to Free avoids an unexpected paid renewal.
• Con: Free is capped at one portfolio and 10 holdings, while Starter still allows only one portfolio.
• Con: The service warns that its data may not be real-time or accurate, which limits its suitability as a definitive market-data source.

Alternatives

Sharesight is a comparable free option for investors who need one portfolio, 10 holdings including closed holdings, and one custom group. Stock Rover is worth considering when basic individual-stock research and market monitoring are the priority. Morningstar Office is a paid option for financial advisors and firms, with custom pricing through a local sales representative.

CGI Wealth360 Portfolio Management is a paid alternative with pricing available by contacting CGI. Addepar offers custom pricing and invites firms to request a demo. Tamarac is another paid option with pricing available by contacting Envestnet. Black Diamond Wealth Solutions uses pricing by request and offers a demo request. WealthSpectrum is a paid alternative available on Android, iOS, web, API, and self-hosted platforms.

Verdict

Choose Snowball Analytics if you are a long-term retail investor who wants a broad view of portfolio performance and dividend income across multiple asset types. Its reporting breadth and broker support are compelling, but the Free plan’s small capacity and the data accuracy caveat are real constraints. Investors who need extensive portfolio capacity should budget for Investor or Expert; those who require dependable real-time data should look elsewhere.