★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs Snowball Analytics
Pick Koyfin if
Koyfin
Best for screeners and ETF screeners
Free • From $39/mo · Web · Mobile · 75% positive (24 votes)
- Delayed quotes won't cut it; you need real-time data
- You care about screeners, ETF screeners, and data visualizations, things Snowball Analytics doesn't offer
Pick Snowball Analytics if
Snowball Analytics
Best for backtesting and dividends
Free • From $79.99/yr · Web · Mobile · 67% positive (3 votes)
- You want the cheaper way in: plans start at $6.67/mo instead of $39/mo
- You care about backtesting, dividends, and dividend tax / ADR withholding, things Koyfin doesn't offer
- 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.
See alternativesOutbound links may include affiliate or sponsor codes.
The verdict
The bottom line
Koyfin and Snowball Analytics cover a lot of the same ground (9 shared categories, including portfolio, watchlist, and news), so for the basics you won't go far wrong with either. The real difference is focus: only Koyfin gives you screeners and ETF screeners, and only Snowball Analytics gives you backtesting and dividends.
Key differences at a glance
- Real-time data
- Koyfin
- Cheaper paid plan
- Snowball Analytics$6.67/mo vs $39/mo
- Free trial
- Snowball Analytics14 days
- Free plan
- Both
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | Free • From $79.99/yr |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 22 limits: Free: portfolios: 1, Free: holdings: 10 +20 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | Yes | Yes |
Integrations | Schwab, Altruist +6 more | Yodlee, SnapTrade +2 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +4 more |
Categories covered | 20 | 18 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn | 6 signals: Latency: End of Day, Granularity: EOD +4 more |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | 3 partners: EODHD, SnapTrade +1 more |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | 7 signals: Ranking backtests, Performance attribution +5 more |
Security | 4 signals: SOC2, Data residency: US +2 more | 3 signals: Data residency: EU, Encryption at rest +1 more |
| Try it | Visit Koyfin | Visit Snowball Analytics |
Standout features
What Koyfin does best
- Build customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screen more than 100,000 global securities with thousands of criteria, with stock and ETF screening on paid plans and mutual-fund screening in Advisor tiers.
- Use advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Track portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
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.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsMutual FundsBondsCommoditiesCurrenciesCryptosReal Estate+2 more |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsGrowth Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | End of Day |
Data granularity | Not specified | EOD |
Pricing sources | Not specified | VendorManual |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | EODHDSnapTradeYodlee |
| Access & integrations | ||
Import methods | ManualCSVCustodian | BrokerOAuthCSVManual |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | YodleeSnapTradeBinanceEODHD |
Export formats | CSVImagePDF | CSV |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Data residency: EUEncryption at restEncryption in transit |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Ranking backtestsPerformance attributionBroker syncPortfolio attributionRebalancingMulti-currencyComposite performance |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Snowball Analytics SASCountry: FranceSupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$39/mo
Starting price
Plans & pricing
- watchlists: 2
- screens: 2
- +5 more
- financials years: 10
- estimates years: 10
- +5 more
- alerts: 500
- custom securities: Unlimited
- alerts: 500
- reports per month: 10
- +2 more
- alerts: 500
- reports per month: 200
- +2 more
$79.99/yr
Lower starting price
Plans & pricing
- portfolios: 1
- holdings: 10
- +4 more
- portfolios: 1
- holdings: Unlimited
- +4 more
- portfolios: 10
- holdings: Unlimited
- +4 more
- portfolios: Unlimited
- holdings: Unlimited
- +2 more
Coverage overlap
Shared categories
9Where the two tools cover the same ground.
Koyfin strengths
11Snowball Analytics strengths
9What you only get with Snowball Analytics.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Frequently Asked Questions
What's the difference between Koyfin and Snowball Analytics?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Snowball Analytics puts more weight on portfolio, watchlist, and backtesting. They overlap in 9 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Snowball Analytics cost?
Good news: both Koyfin and Snowball Analytics have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Koyfin or Snowball Analytics?
It depends on what you're after. Pick Koyfin if screeners and ETF screeners 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 Koyfin and Snowball Analytics cover?
Both cover stocks, ETFs, mutual funds, and bonds. Koyfin also handles closed-end funds and futures. Snowball Analytics adds real estate, funds, and other on top.
Does Koyfin or Snowball Analytics have real-time data?
Koyfin 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 Koyfin and Snowball Analytics?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Koyfin or Snowball Analytics connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: Koyfin or Snowball Analytics?
Koyfin has a stock screener for surfacing ideas; Snowball Analytics doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Koyfin or Snowball Analytics?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
Keep Exploring
Global rankings of the highest-rated tools across all categories.
Browse every screener, tracker, data platform, and research tool.
Ranked list of companies with durable competitive advantages.
Proven models entering their growth phase with solid economics.
Track votes, sentiment, and engagement across the community.
Learn moat types, red flags, and real-company examples.
Browse other head-to-head tool comparisons and alternatives.
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.