Tool Comparison
Dividend Wealth vs Snowball Analytics
- Paid from
- $8.33/mo
- Free plan
- Yes
- Platforms
- Web
Monthly, annual, and lifetime commitments differ. A 14-day trial is advertised without a card.
Best if
- You want dividend scorecards and screens alongside income tracking.
- You want to explore dividend growth and reinvestment scenarios.
- Paid from
- $6.67/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Capacity and analytics vary by tier. Paid plans advertise a 14-day trial without a card.
Best if
- You want returns, allocations, and dividend income across accounts and currencies.
- You want benchmark comparisons and eligible historical allocation tests.
Pick Dividend Wealth if
Dividend Wealth
Free • From $99.99/yr · Web
Monthly, annual, and lifetime commitments differ. A 14-day trial is advertised without a card.
- You want dividend scorecards and screens alongside income tracking.
- You want to explore dividend growth and reinvestment scenarios.
Pick Snowball Analytics if
Snowball Analytics
Free • From $79.99/yr · Web · Mobile
Capacity and analytics vary by tier. Paid plans advertise a 14-day trial without a card.
- You want returns, allocations, and dividend income across accounts and currencies.
- You want benchmark comparisons and eligible historical allocation tests.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
For choosing income stocks and modeling reinvestment, Dividend Wealth keeps dividend research close to the portfolio. For understanding total returns, account allocations, and dividend income together, Snowball offers a broader oversight routine. Try the free portfolio or card-free trial with your own records before choosing.
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Key differences at a glance
- Dividend-stock research
- Dividend WealthScorecards, screens, and income scenarios
- Portfolio allocation review
- Snowball AnalyticsWeights, fund exposures, and benchmarks
- Income tracking
- BothDividend dates and projected cash flow
- Broker connections
- BothPaid plans; institution support varies
What Dividend Wealth does best
Income dashboard
Track dividend income and portfolio performance.
Stock scorecards
Compare company quality, value, and dividend metrics.
Return scenarios
Model dividend reinvestment and growth with calculators.
What Snowball Analytics does best
Portfolio tracking
Combine holdings, transactions, and cash across supported assets.
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.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $99.99/yr | Free • From $79.99/yr |
Free tier | Yes | Yes |
Free trial | 14 days | 14 days |
Plan limits | Free: 1 manual portfolio, 10 holdings, 25 transactions | Free: 1 portfolio and 10 holdings |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | No |
Broker sync | Yes | Yes |
Integrations | Supported Plaid links on paid plans | Files, manual records, and paid broker links |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Dividend research and income scenarios | Returns, allocation, and income oversight |
Categories covered | 11 | 18 |
Regions | North America, Europe | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | — | 6 signals: Latency: End of Day, Granularity: EOD +4 more |
Data partners | — | 3 partners: EODHD, SnapTrade +1 more |
Capabilities | Income, scorecards, screens, and reinvestment models | Performance, dividends, allocation, and Portfolio Lab |
Security | — | 3 signals: Data residency: EU, Encryption at rest +1 more |
| Try it | Visit Dividend Wealth | Visit Snowball Analytics |
Standout features
The best features of Dividend Wealth and Snowball Analytics.ShowHide
Standout features
What Dividend Wealth does best
Income dashboard
Track dividend income and portfolio performance.
Stock scorecards
Compare company quality, value, and dividend metrics.
Return scenarios
Model dividend reinvestment and growth with calculators.
What Snowball Analytics does best
Portfolio tracking
Combine holdings, transactions, and cash across supported assets.
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.
All details
Every attribute we track for Dividend Wealth and Snowball Analytics.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual Funds | StocksETFsMutual FundsBondsCommoditiesCurrenciesCryptosReal Estate+2 more |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersLong-term InvestorsDividend Investors | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsGrowth Investors |
Regions | North AmericaEurope | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | 4 countriesIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | Not specified | EOD |
Pricing sources | Not specified | VendorManual |
Data partners | Not specified | EODHDSnapTradeYodlee |
| Access & integrations | ||
Import methods | BrokerOAuthManual | BrokerOAuthCSVManual |
Integrations | Plaid | YodleeSnapTradeBinanceEODHD |
Export formats | Not specified | CSV |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: EUEncryption at restEncryption in transit |
Capability signals | Not specified | Ranking backtestsPerformance attributionBroker syncPortfolio attributionRebalancingMulti-currencyComposite performance |
Vendor & support | Dividend WealthSupport: Email | Snowball Analytics SASCountry: FranceSupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freemanual portfolios: 1 · holdings: 10 · +1 more | Freeportfolios: 1 · holdings: 10 · +4 more |
| Entry paid plan | $99.99/yr≈ $8.33/mo“Standard annual”linked portfolios: 1 · manual portfolios: 5 | $79.99/yr≈ $6.67/mo“Starter”portfolios: 1 · holdings: Unlimited · +4 more |
| Tier 2 | $9.99/mo“Standard”linked portfolios: 1 · manual portfolios: 5 | $149.99/yr≈ $12.50/mo“Investor”portfolios: 10 · holdings: Unlimited · +4 more |
| Tier 3 | $199.99/yr≈ $16.67/mo“Premium annual”portfolios: Unlimited | $249.99/yr≈ $20.83/mo“Expert”portfolios: Unlimited · holdings: Unlimited · +2 more |
| Tier 4 | $19.99/mo“Premium”portfolios: Unlimited | — |
| Top plan | $1500“Lifetime” | — |
| Free trial | 14 days | 14 days |
Questions we keep getting
Do both forecast dividend income?
Both include income analysis and projected cash flow. Dividend Wealth adds a dividend-stock research focus with scorecards and reinvestment calculators; Snowball places income alongside broader performance and allocation review. Forecasts depend on assumptions and future payouts.
How large are the free portfolios?
Dividend Wealth's reviewed free plan includes one manual portfolio, 10 holdings, and 25 transactions. Snowball's reviewed free plan includes one portfolio and 10 holdings, with other capacity and history limits. Neither free plan includes broker sync.
Will paid broker links support every account?
No. Dividend Wealth uses supported Plaid connections, while Snowball also depends on supported brokers and import workflows. Check your institution, and reconcile records when updates are delayed or incomplete.
Which fits total portfolio-return research?
Snowball is the more direct fit in this comparison for returns, benchmarks, allocation weights, and fund exposure alongside income. Dividend Wealth also tracks portfolio performance, with its research centered on dividends.
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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.