★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
GuruFocus vs Snowball Analytics
Pick GuruFocus if
GuruFocus
Free • From $549/yr · Web · Mobile · API
- You want an API so you can script or automate things
- You care about stock ideas, screeners, and ETF screeners, things Snowball Analytics doesn't offer
Pick Snowball Analytics if
Snowball Analytics
Free • From $79.99/yr · Web · Mobile
- You want the cheaper way in: plans start at $6.67/mo instead of $45.75/mo
- You care about dividend tax / ADR withholding, risk metrics, and performance attribution, things GuruFocus doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
GuruFocus and Snowball Analytics cover a lot of the same ground (14 shared categories, including backtesting, portfolio, and watchlist), so for the basics you won't go far wrong with either. GuruFocus simply does more: 48 categories to Snowball Analytics's 18, including stock ideas, screeners, and ETF screeners. Snowball Analytics counters by starting cheaper at $6.67/mo.
What readers say
GuruFocus
Vote once to reveal the community verdict.
Snowball Analytics
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Snowball Analytics$6.67/mo vs $45.75/mo
- Broader coverage
- GuruFocus48 vs 18 categories
- API access
- GuruFocus
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $549/yr | Free • From $79.99/yr |
Free tier | Yes | Yes |
Free trial | 7 days | 14 days |
Plan limits | 47 limits: Free: portfolio limit: Up to 3 portfolios with 25 stocks each for free members, Free: data api requests: 100/month included in the Free API package +45 more | 22 limits: Free: portfolios: 1, Free: holdings: 10 +20 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | GuruFocus Data API, GuruFocus MCP Server +3 more | Yodlee, SnapTrade +2 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +9 more | Retail Traders, Pro Retail +4 more |
Categories covered | 48 | 18 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | 6 signals: Latency: End of Day, Granularity: EOD +4 more |
Data partners | 5 partners: QuoteMedia, Morningstar +3 more | 3 partners: EODHD, SnapTrade +1 more |
Capabilities | 8 signals: Custom formulas, Ranking backtests +6 more | 7 signals: Ranking backtests, Performance attribution +5 more |
Security | Status page and Encryption in transit | 3 signals: Data residency: EU, Encryption at rest +1 more |
| Try it | Visit GuruFocus | Visit Snowball Analytics |
Where each one shines
What GuruFocus and Snowball Analytics each do best.ShowHide
Where each one shines
What GuruFocus and Snowball Analytics each do best.What GuruFocus does best
- Research global stocks with long historical financials, valuation data, charts, comparisons, market valuation indicators, economic indicators, industry data, and company-level fundamentals.
- Use the All-in-One Screener with hundreds of filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, and downloads.
- Backtest screener strategies across many countries with configurable stock count, ranking metric, sort order, date range, and rebalance frequency.
- Use GF Score to compare stocks through a 0-100 framework built around financial strength, profitability, growth, valuation, and momentum.
- Use GF Value to frame fair value from historical multiples, past returns, and analyst estimates, then classify stocks by valuation range.
What Snowball Analytics does best
- Track global multi-asset portfolios across stocks, ETFs, mutual funds, bonds, crypto, currencies, commodities, real estate, cash, and custom assets.
- Import data through broker connections, Yodlee, SnapTrade, Interactive Brokers support, broker statements, CSV uploads, or manual entry where supported by plan.
- Consolidate accounts and custom assets into composite views such as My Net Worth for combined portfolio analytics.
- Analyze performance with portfolio value, invested capital, total profit, dividends, realized P&L, fees, dividend taxes, IRR, TWR, beta, and multi-period returns.
- Use dividend analytics for forward income, dividend growth, yield, yield on cost, withholding-tax settings, dividend ratings, calendars, projected payouts, and DRIP planning.
Every detail we compared
Every tracked attribute for GuruFocus and Snowball Analytics, side by side.ShowHide
Every detail we compared
Every tracked attribute for GuruFocus and Snowball Analytics, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsMutual FundsOptionsFundsOther | StocksETFsMutual FundsBondsCommoditiesCurrenciesCryptosReal Estate+2 more |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsDividend InvestorsAnalystsQuants/Developers+3 more | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsGrowth Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker and CIK | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | End of Day |
Data granularity | EOD | EOD |
Pricing sources | ExchangeVendorModel | VendorManual |
Data partners | QuoteMediaMorningstarRefinitivFREDSEC / local regulators | EODHDSnapTradeYodlee |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeySDKs: Python and GoDocs | Not specified |
Import methods | CSVBrokerOAuthManual | BrokerOAuthCSVManual |
Integrations | GuruFocus Data APIGuruFocus MCP ServerGuruFocus Excel Add-inGuruFocus Google Sheets Add-onSnapTrade | YodleeSnapTradeBinanceEODHD |
Export formats | CSVExcelJSON | CSV |
| Plans & trust | ||
Security & compliance | Status pageEncryption in transit | Data residency: EUEncryption at restEncryption in transit |
Capability signals | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, and GrowthBroker syncMulti-currencyYield curvesAI summaries: Transcripts | Ranking backtestsPerformance attributionBroker syncPortfolio attributionRebalancingMulti-currencyComposite performance |
Vendor & support | GuruFocus.com, LLCCountry: United StatesFounded 2004Support: Email, Chat, Phone, and Forum | Snowball Analytics SASCountry: FranceSupport: Email |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freeportfolio limit: Up to 3 portfolios with 25 stocks each for free members · data api requests: 100/month included in the Free API package · +1 more | Freeportfolios: 1 · holdings: 10 · +4 more |
| Entry paid plan | $549/yr≈ $45.75/mo“Premium”billing: Annual only · data api requests: 200/month included with Premium membership · +2 more | $79.99/yr≈ $6.67/mo“Starter”portfolios: 1 · holdings: Unlimited · +4 more |
| Tier 2 | $1398/yr≈ $116.50/mo“Plus / Premium Plus”billing: Annual only · data api requests: 500/month included with Premium Plus membership · +2 more | $149.99/yr≈ $12.50/mo“Investor”portfolios: 10 · holdings: Unlimited · +4 more |
| Tier 3 | $200/mo“Data API Builder”billing: Billed annually · monthly request limit: No limit · +10 more | $249.99/yr≈ $20.83/mo“Expert”portfolios: Unlimited · holdings: Unlimited · +2 more |
| Tier 4 | $2448/yr≈ $204/mo“Pro / Professional”billing: Annual only · data api requests: 2,000/month included with Professional membership | — |
| Tier 5 | $2000/mo“Data API Commercial”billing: Billed annually · monthly request limit: No limit · +1 more | — |
| Top plan | $100 per unit“Data API Pay As You Go”initial top up: $100 credit · stock daily prices: $0.05/request · +16 more | — |
| Custom / enterprise | Contact sales“Custom API / Enterprise Package” | — |
| Free trial | 7 days | 14 days |
Questions we keep getting
What's the difference between GuruFocus and Snowball Analytics?
GuruFocus leans toward stock ideas, screeners, and ETF screeners, while Snowball Analytics puts more weight on portfolio, watchlist, and backtesting. They overlap in 14 categories, so for most people it comes down to workflow preference and price.
How much do GuruFocus and Snowball Analytics cost?
Good news: both GuruFocus and Snowball Analytics have free plans, so you can run them side by side and only pay if you hit a wall.
Does GuruFocus or Snowball Analytics have an API?
GuruFocus has an API for programmatic access and custom integrations. Snowball Analytics doesn't, so you're working through its interface.
Should I choose GuruFocus or Snowball Analytics?
It depends on what you're after. Pick GuruFocus if stock ideas and screeners matter to you; go with Snowball Analytics if you'd rather have dividend tax / ADR withholding and risk metrics. And if you only need the basics both share, let price decide.
What asset classes do GuruFocus and Snowball Analytics cover?
Both cover stocks, ETFs, bonds, and mutual funds. GuruFocus also handles options. Snowball Analytics adds commodities, currencies, and cryptos on top.
Can I export data from GuruFocus and Snowball Analytics?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can GuruFocus or Snowball Analytics connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Are GuruFocus and Snowball Analytics good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: GuruFocus or Snowball Analytics?
GuruFocus has a stock screener for surfacing ideas; Snowball Analytics doesn't, and focuses its energy elsewhere.
Can I track my portfolio with GuruFocus or Snowball Analytics?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
More comparisons to check
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.