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Snowball Analytics Review, Pricing, and Features

By Jera Value · Verified Sep 2026

Snowball Analytics brings holdings, performance, dividends, and allocation research into a portfolio workspace. Add records manually or through files; paid plans connect supported brokers and expand holdings or portfolio limits. Compare returns with benchmarks, look through fund exposures, and explore rebalancing or historical tests across currencies. It works for portfolio oversight and income planning. Broker data can arrive late, and the service does not replace trade execution, advice, or tax filing.

Verdict

Worth it if you want portfolio performance and dividend analysis across accounts and currencies.

  • Income planning: review dividend dates and projected cash flow
  • Portfolio oversight: compare returns, allocations, and benchmarks
  • Scenario research: use eligible rebalancing and historical tests

Skip it if you need live execution or broker synchronization on the free plan.

  • Free limits: one portfolio and ten holdings
  • Paid connections: broker sync requires a subscription
  • Sync timing: aggregators and brokers can leave records stale
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Snowball Analytics

snowball-analytics.com
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Web / Mobile · How this site is funded

Pricing

Prices checked
Billed annually4 plans

Free

$0

For 1 small manual portfolio

  • One portfolio, ten holdings, and one custom asset.
  • Basic analytics, dividend calendar, and CSV exports.
  • Limited benchmarks and historical tests.
Recommended

Starter

$79.99/yrBilled annually

For 1 growing synced portfolio

Everything in Free, plus

  • One portfolio with unlimited holdings.
  • Paid broker connections with nightly synchronization.
  • Expanded rebalancing and dividend notifications.

Investor

$149.99/yrBilled annually

For multi-portfolio investing

Everything in Starter, plus

  • Ten portfolios and unlimited custom assets.
  • Expanded benchmarks, reports, and dividend research.
  • Portfolio Lab with 30+ years of history.

Expert

$249.99/yrBilled annually

For complex portfolio analysis

Everything in Investor, plus

  • Unlimited portfolios, holdings, and custom assets.
  • Twenty watchlists and full analytics tools.
  • MCP access.
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Key features

  • Portfolio tracking

    Combine holdings, transactions, and cash across supported assets.

  • Account and file imports

    Use paid broker links, report imports, CSV, or manual records.

  • Income analysis

    Review dividend calendars, yield, and projected income.

  • Allocation research

    Compare target weights and supported fund look-through.

  • Performance reports

    Separate gains and distributions and compare eligible benchmarks.

  • Portfolio Lab

    Test supported historical allocations with plan-based history limits.

  • Expert MCP

    Connect eligible AI research workflows on Expert.

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.

Tool details

Highlights

  • Free tier available
  • Domain rating47: Ahrefs scores how strong a site's backlinks are, from 0 to 100. A high score usually means an established site that many others cite and trust.

Domain Rating by Ahrefs

Asset types

  • Stocks
  • ETFs
  • Mutual Funds
  • Bonds
  • Commodities
  • Currencies
  • Cryptos
  • Real Estate
  • Funds
  • Other

Categories

Granularity & latency

  • EOD
  • End of Day

Target audience

Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsGrowth Investors

Coverage regions

North AmericaEuropeAPACLatAmMiddle EastAfrica

Data partners

EODHDSnapTradeYodlee

Alternatives

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Curation & Accuracy

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.