Tool Comparison
Fidelity (Fidelity Brokerage Services LLC) vs Snowball Analytics
- Paid from
- —
- Free plan
- No
- Platforms
- Web, Mobile, Desktop
Best if
- Delayed quotes won't cut it; you need real-time data
- You want brokerage, advanced order types, and smart/direct routing.
- Paid from
- $79.99/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You'd rather start free and only pay if you outgrow it
- You want backtesting, dividends, and dividend tax / ADR withholding.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Fidelity (Fidelity Brokerage Services LLC) if
Fidelity (Fidelity Brokerage Services LLC)
Transaction-priced · Fees vary by offer and jurisdiction · Web · Mobile · Desktop
- Delayed quotes won't cut it; you need real-time data
- You want brokerage, advanced order types, and smart/direct routing.
Pick Snowball Analytics if
Snowball Analytics
Free • From $79.99/yr, billed annually · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You want backtesting, dividends, and dividend tax / ADR withholding.
- You're a long-term investor who cares more about fundamentals than headlines
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Fidelity (Fidelity Brokerage Services LLC) and Snowball Analytics cover a lot of the same ground (4 shared categories, including portfolio, watchlist, and news), so for the basics you won't go far wrong with either. Snowball Analytics simply does more: 18 categories to Fidelity (Fidelity Brokerage Services LLC)'s 9, including backtesting, dividends, and dividend tax / ADR withholding. Fidelity (Fidelity Brokerage Services LLC) counters by keeping things simpler.
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Key differences at a glance
- Free plan
- Snowball Analytics
- Free trial
- Snowball Analytics14 days
- Broader coverage
- Snowball Analytics18 vs 9 categories
- Desktop app
- Fidelity (Fidelity Brokerage Services LLC)
- Real-time data
- Fidelity (Fidelity Brokerage Services LLC)
- Broker sync
- Snowball Analytics
What Fidelity (Fidelity Brokerage Services LLC) does best
- Direct access to a Fidelity brokerage account for U.S. stocks, ETFs, options, bonds, mutual funds, fractional shares, and eligible crypto rather than using a standalone market-data website.
- Online U.S. stock and most ETF trades have no Fidelity commission.
- Trading access for options with a $0 online base commission plus $0.65 per contract, with eligibility, margin, and options-approval requirements where applicable.
- Fidelity Trader+ provides real-time quotes, Level II data, charting, alerts, and trading across web, desktop, and mobile.
- Place advanced conditional orders such as Contingent, Multi-Contingent, OCO, OTO, and OTOCO from Fidelity.com or Active Trader Pro.
What Snowball Analytics does best
- 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.
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 | Transaction-priced · Fees vary by offer and jurisdiction | Free • From $79.99/yr, billed annually |
Free tier | No | Yes |
Free trial | — | 14 days |
Plan limits | 4 limits: Options: contract fee: $0.65 per contract, Secondary Bonds and CDs: online fee: $1 per bond or CD +2 more | 22 limits: Free: portfolios: 1, Free: holdings: 10 +20 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | No | Yes |
Integrations | Quicken and QuickBooks | Yodlee, SnapTrade +2 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +4 more |
Categories covered | 9 | 18 |
Regions | North America, Europe, APAC | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Streaming and Real-time, Granularity: Tick and EOD +1 more | 6 signals: Latency: End of Day, Granularity: EOD +4 more |
Data partners | — | 3 partners: EODHD, SnapTrade +1 more |
Capabilities | 3 signals: Multi-leg options, Greeks +1 more | 7 signals: Ranking backtests, Performance attribution +5 more |
Security | — | 3 signals: Data residency: EU, Encryption at rest +1 more |
| Try it | Visit Fidelity (Fidelity Brokerage Services LLC) | Visit Snowball Analytics |
Standout features
The best features of Fidelity (Fidelity Brokerage Services LLC) and Snowball Analytics.ShowHide
Standout features
What Fidelity (Fidelity Brokerage Services LLC) does best
- Direct access to a Fidelity brokerage account for U.S. stocks, ETFs, options, bonds, mutual funds, fractional shares, and eligible crypto rather than using a standalone market-data website.
- Online U.S. stock and most ETF trades have no Fidelity commission.
- Trading access for options with a $0 online base commission plus $0.65 per contract, with eligibility, margin, and options-approval requirements where applicable.
- Fidelity Trader+ provides real-time quotes, Level II data, charting, alerts, and trading across web, desktop, and mobile.
- Place advanced conditional orders such as Contingent, Multi-Contingent, OCO, OTO, and OTOCO from Fidelity.com or Active Trader Pro.
What Snowball Analytics does best
- 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.
All details
Every attribute we track for Fidelity (Fidelity Brokerage Services LLC) and Snowball Analytics.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptionsBondsMutual FundsCryptos | StocksETFsMutual FundsBondsCommoditiesCurrenciesCryptosReal Estate+2 more |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsGrowth Investors |
Regions | North AmericaEuropeAPAC | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | StreamingReal-time | End of Day |
Data granularity | TickEOD | EOD |
Pricing sources | Not specified | VendorManual |
Data partners | Not specified | EODHDSnapTradeYodlee |
| Access & integrations | ||
Import methods | Not specified | BrokerOAuthCSVManual |
Integrations | QuickenQuickBooks | YodleeSnapTradeBinanceEODHD |
Export formats | CSVExcelPDF | CSV |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: EUEncryption at restEncryption in transit |
Capability signals | Multi-leg optionsGreeksTax lots | Ranking backtestsPerformance attributionBroker syncPortfolio attributionRebalancingMulti-currencyComposite performance |
Vendor & support | Fidelity Investments (FMR LLC) / Fidelity Brokerage Services LLCCountry: USFounded 1946Support: Chat and Phone | Snowball Analytics SASCountry: FranceSupport: Email |
Curation ratings | Methodology 4/5Reliability 5/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Brokerage Account” | Freeportfolios: 1 · holdings: 10 · +4 more |
| Entry paid plan | — | $79.99/yrBilled annually≈ $6.67/mo“Starter”portfolios: 1 · holdings: Unlimited · +4 more |
| Tier 2 | — | $149.99/yrBilled annually≈ $12.50/mo“Investor”portfolios: 10 · holdings: Unlimited · +4 more |
| Top plan | — | $249.99/yrBilled annually≈ $20.83/mo“Expert”portfolios: Unlimited · holdings: Unlimited · +2 more |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between Fidelity (Fidelity Brokerage Services LLC) and Snowball Analytics?
Fidelity (Fidelity Brokerage Services LLC) leans toward brokerage, portfolio, and watchlist, while Snowball Analytics puts more weight on portfolio, watchlist, and backtesting. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
Is Fidelity (Fidelity Brokerage Services LLC) or Snowball Analytics free to use?
Snowball Analytics has a free tier, so you can get started without paying anything. Fidelity (Fidelity Brokerage Services LLC) is paid-only. If budget matters, start with Snowball Analytics and see how far it takes you before opening your wallet.
Should I choose Fidelity (Fidelity Brokerage Services LLC) or Snowball Analytics?
It depends on what you're after. Pick Fidelity (Fidelity Brokerage Services LLC) if brokerage and advanced order types matter to you; go with Snowball Analytics if you'd rather have backtesting and dividends. And if you only need the basics both share, let price decide.
What asset classes do Fidelity (Fidelity Brokerage Services LLC) and Snowball Analytics cover?
Both cover stocks, ETFs, bonds, and mutual funds. Fidelity (Fidelity Brokerage Services LLC) also handles options. Snowball Analytics adds commodities, currencies, and real estate on top.
Does Fidelity (Fidelity Brokerage Services LLC) or Snowball Analytics have real-time data?
Fidelity (Fidelity Brokerage Services LLC) offers real-time data, which matters if you trade actively. Snowball Analytics runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Fidelity (Fidelity Brokerage Services LLC) and Snowball Analytics?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Fidelity (Fidelity Brokerage Services LLC) or Snowball Analytics connect to my broker?
Snowball Analytics syncs with brokers automatically. With Fidelity (Fidelity Brokerage Services LLC), you're entering holdings by hand or importing files.
Can I track my portfolio with Fidelity (Fidelity Brokerage Services LLC) or Snowball Analytics?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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