Snowball Analytics Review, Pricing, and Features

Pricing

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 and multi-portfolio sync.
• 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 70+ global exchanges and 25+ 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 automatic daily Snowball sync, aggregator-dependent broker refreshes 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, TWR beta 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, withholding-tax settings, dividend rating based on company financial metrics, a dividend calendar with projected payouts and DRIP planning, plus push/email notifications for key dividend events on paid plans.
• Stock and fund pages show dividend history, upcoming events, up to 10 years of company financials, expense ratios for ETFs/funds, 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; the public table keeps Free and Starter at 10 years.
• 2026 product updates include AI insights into companies, My Quotes pins for selected assets on the dashboard, and “Why is it moving?” notes for portfolio/watchlist price changes.
• 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.
• X-Ray funds shows underlying ETF/fund holdings next to directly held securities so users can inspect true diversification across wrappers.
• 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; the current pricing footer advertises 4.8 ratings with roughly 4,200 App Store ratings and 2,300 Google Play ratings.
• Security model uses third-party aggregators (Yodlee/SnapTrade) for read-only brokerage connections; Snowball says it does not store broker 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