★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
Snowball Analytics Review, Pricing, and Features
Snowball Analytics is an EU-based portfolio and dividend tracker for retail investors who want multi-asset tracking, broker import, dividend analytics, benchmarking, fund look-through, backtesting, and mobile access. It is useful for long-term portfolio monitoring, but it is not a broker, registered investment adviser, tax filing product, or professional performance-composite system.
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Pricing
Free • From $79.99/yr · 14-day trial · 4 plans
Free
Basic portfolio and dividend tracking for one small portfolio with limited holdings.
Starter
For individual investors wanting automatic brokerage connections, unlimited holdings and enhanced dividend tools.
Investor
For advanced and globally diversified investors who need multiple portfolios, deeper analytics and backtesting.
Expert
High-limit tier for power users managing many portfolios, with all analytics, backtests and priority support.
Key features
- Track global multi-asset portfolios across stocks, ETFs, mutual funds, bonds, crypto, currencies, commodities, real estate, cash, and custom assets.
- Import data through broker connections, Yodlee, SnapTrade, Interactive Brokers support, broker statements, CSV uploads, or manual entry where supported by plan.
- Consolidate accounts and custom assets into composite views such as My Net Worth for combined portfolio analytics.
- Analyze performance with portfolio value, invested capital, total profit, dividends, realized P&L, fees, dividend taxes, IRR, TWR, beta, and multi-period returns.
- Use dividend analytics for forward income, dividend growth, yield, yield on cost, withholding-tax settings, dividend ratings, calendars, projected payouts, and DRIP planning.
- Backtest portfolios and dividend strategies in Portfolio Lab with history depth controlled by plan, from shorter free history to 30+ years on higher tiers.
- Use X-Ray fund look-through, allocation categories, target allocations, rebalancing suggestions, benchmarks, and diversification views to inspect portfolio structure.
- Plan around free limits: Free is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
- Remember that broker sync, more portfolios, more history, benchmarking, advanced analytics, and richer notifications require paid tiers.
- Treat Snowball Analytics as portfolio tracking and research software, not trade execution, personalized advice, tax filing, institutional reporting, or a public developer API.
Data partners
Provides market and dividend data for stocks, ETFs, funds and indices used in Snowball Analytics.
Brokerage aggregation platform used for read-only synchronization with supported brokers.
Cloud-based financial account aggregator used for automatic broker connections and nightly sync.
FAQ
Is Snowball Analytics free?
Not entirely. Snowball Analytics includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing. A 14-day free trial is available on select plans.
Who is Snowball Analytics best for?
Snowball Analytics is built for Retail Traders, Pro Retail, Long-term Investors, Dividend Investors, Index/Passive Investors, and Growth Investors. It suits beginner, intermediate, and advanced users.
What platforms and connections does Snowball Analytics support?
You can use Snowball Analytics on Web and Mobile. Integrations include Yodlee, SnapTrade, Binance, and EODHD.
Which markets does Snowball Analytics cover?
Snowball Analytics covers North America, Europe, APAC, LatAm, Middle East, and Africa. It tracks Stocks, ETFs, Mutual Funds, Bonds, Commodities, Currencies + 4 more. Identifiers include Ticker.
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About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Website: Jera Value
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