VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
Snowball Analytics Review, Pricing, and Features
Snowball Analytics
Snowball Analytics tracks portfolios, performance, dividends, and allocations through web and mobile applications. It supports broker and file imports, multiple currencies, benchmarks, fund look-through, and historical portfolio tests. It is not a broker, registered adviser, or tax-filing service.
Best for
- Investors tracking several asset types, currencies, or brokerage accounts in one portfolio record.
- Dividend investors who need projected income, payment calendars, yield-on-cost, withholding-tax settings, and payout history.
- Investors comparing allocations, benchmarks, fund holdings, and historical portfolio results.
Watch out
- Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
- Broker connections through Yodlee and SnapTrade require a paid plan. Aggregator and broker delays can make synced data stale.
Community votes (overall)
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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
Adds broker connections, unlimited holdings, and more dividend tools.
Investor
Adds multiple portfolios, full benchmarking, and longer history.
Expert
Removes the portfolio limit and increases the watchlist limit.
Key features
- Supported records include stocks, ETFs, funds, bonds, crypto, currencies, commodities, cash, real estate, and user-defined assets.
- Accounts can be populated through Yodlee or SnapTrade connections, broker reports, CSV files, or manual entry.
- Composite views combine accounts and custom assets for net-worth and allocation analysis.
- Performance fields include portfolio value, invested capital, profit, dividends, realized profit and loss, fees, dividend taxes, IRR, TWR, beta, and period returns.
- Dividend tools cover projected income, payment history, growth, yield, yield on cost, withholding-tax settings, ratings, calendars, and reinvestment planning.
- Portfolio Lab tests portfolios and dividend strategies with 10 years of history on Free and Starter or more than 30 years on Investor and Expert.
- Fund look-through, target allocations, rebalancing suggestions, benchmarks, and diversification views help users inspect portfolio structure.
- Broker links, additional portfolios, full benchmarking, longer history, and some notifications require a paid plan.
- Snowball Analytics does not execute trades, provide personalized advice, file taxes, or expose 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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Who runs this
I'm Jera Value, and I write every record here myself. I'm an independent investor who likes code and value investing, and I keep these notes because I use the tools for my own research. When a page is wrong, I fix it and say so.
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This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.