Snowball Analytics Review, Pricing, and Features

Key features

• Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics.
• Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies.
• Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls.
• User-defined category system and target allocations help plan strategy, structure portfolios and power a rebalancing tool that suggests trades to keep allocations on target.
• Dashboards and analytics compute portfolio value, invested capital, total profit (including dividends, realized P&L, fees and dividend taxes), IRR and multi-period performance, with breakdowns by asset class, sector, region and currency.
• Dedicated dividend analytics include forward income forecasts, dividend growth charts, yield and yield-on-cost, dividend rating based on company financial metrics, and a dividend calendar with projected payouts and DRIP planning.
• Stock and fund pages show dividend history, upcoming events, up to 10 years of company financials, and key metrics such as P/E, beta, Sharpe and Sortino ratios.
• Portfolio Lab and backtesting tools allow investors to simulate dividend strategies and test portfolios on up to 30+ years of historical data, including views on risk and drawdowns.
• Automatic tracking of dividends and corporate actions (dividends, splits, earnings events) plus CSV export of holdings and transactions, with weekly email summaries available on paid plans.
• Community features like public portfolios and sharing links let users browse and filter real portfolios, compare strategies and share read‑only views of their own holdings.
• Available on the web and as native iOS and Android apps, supporting multi-currency portfolios and calendars for dividend and coupon income on the go.
• Security model uses third‑party aggregators (Yodlee/SnapTrade) for read‑only brokerage connections; Snowball does not store broker or crypto credentials, stores portfolio data depersonalized, encrypts it in transit and at rest, and states it never sells user data, with primary storage in the EU.

Data partners

FAQ