Snowball Analytics
Closest replacementBest for: Investors tracking several asset types, currencies, or brokerage accounts in one portfolio record.
- Snowball Analytics best matches the base workflow on dividend analysis, portfolio tracking, and portfolio alerts.
- Snowball Analytics also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Free plan has portfolio, holding, custom asset, watchlist, and history limits.
Watch for: Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.