★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
MarketXLS vs Snowball Analytics
Pick MarketXLS if
MarketXLS
From $70/mo · Desktop · Web
- Delayed quotes won't cut it; you need real-time data
- You care about sheets / excel add-ins, screeners, and options, things Snowball Analytics doesn't offer
Pick Snowball Analytics if
Snowball Analytics
Free • From $79.99/yr · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $6.67/mo instead of $70/mo
- You do a lot of your research from your phone
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
MarketXLS and Snowball Analytics cover a lot of the same ground (6 shared categories, including broker connectors, risk metrics, and portfolio), so for the basics you won't go far wrong with either. The real difference is focus: only MarketXLS gives you sheets / excel add-ins and screeners, and only Snowball Analytics gives you backtesting and dividends.
What readers say
MarketXLS
Vote once to reveal the community verdict.
Snowball Analytics
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Key differences at a glance
- Free plan
- Snowball Analytics
- Cheaper paid plan
- Snowball Analytics$6.67/mo vs $70/mo
- Free trial
- Snowball Analytics14 days
- Mobile app
- Snowball Analytics
- Desktop app
- MarketXLS
- Real-time data
- MarketXLS
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 | From $70/mo | Free • From $79.99/yr |
Free tier | No | Yes |
Free trial | — | 14 days |
Plan limits | 3 limits: Standard: annual price usd: 850, Advanced: annual price usd: 1,500 +1 more | 22 limits: Free: portfolios: 1, Free: holdings: 10 +20 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | No | Yes |
API access | No | No |
Broker sync | No | Yes |
Integrations | Interactive Brokers, Thinkorswim +10 more | Yodlee, SnapTrade +2 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +4 more |
Categories covered | 16 | 18 |
Regions | North America, Europe, APAC | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 4 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +2 more | 6 signals: Latency: End of Day, Granularity: EOD +4 more |
Data partners | — | 3 partners: EODHD, SnapTrade +1 more |
Capabilities | 5 signals: Factors: Value, Quality, and Momentum, Multi-leg options +3 more | 7 signals: Ranking backtests, Performance attribution +5 more |
Security | Status page | 3 signals: Data residency: EU, Encryption at rest +1 more |
| Try it | Visit MarketXLS | Visit Snowball Analytics |
Where each one shines
What MarketXLS and Snowball Analytics each do best.ShowHide
Where each one shines
What MarketXLS and Snowball Analytics each do best.What MarketXLS does best
- MarketXLS in Excel for Windows, Mac, and Excel Online, with 1,000+ spreadsheet functions for market data and analytics.
- Access to quotes, fundamentals, historical statements, ETF data, options data, mutual-fund data, crypto pairs, FRED economic series, and selected technical data into workbooks.
- Real-time streaming quotes on Advanced and Business plans for covered U.S. and Canadian stocks, ETFs, and options.
- Standard defaults to 15-minute delayed stock, ETF, and crypto data, with EOD options, mutual-fund, and economic data.
- Analysis of options with chains, Greeks, implied-volatility tools, order-flow functions, strategy P&L templates, and symbology conversion.
What Snowball Analytics does best
- Tracking global multi-asset portfolios across stocks, ETFs, mutual funds, bonds, crypto, currencies, commodities, real estate, cash, and custom assets.
- Import support for 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.
- Analysis of performance with portfolio value, invested capital, total profit, dividends, realized P&L, fees, dividend taxes, IRR, TWR, beta, and multi-period returns.
- 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 MarketXLS and Snowball Analytics, side by side.ShowHide
Every detail we compared
Every tracked attribute for MarketXLS and Snowball Analytics, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptionsMutual FundsCurrenciesFuturesCryptos | 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 | Countries: US and CA5 exchangesIdentifiers: Ticker and CUSIP | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | End of Day |
Data granularity | MinuteEOD | EOD |
Pricing sources | Not specified | VendorManual |
Data partners | Not specified | EODHDSnapTradeYodlee |
| Access & integrations | ||
Import methods | Not specified | BrokerOAuthCSVManual |
Integrations | Interactive BrokersThinkorswimTradierOrionCharles Schwab (OpenView Gateway)QuoteMediaIEX CloudNasdaq+4 more | YodleeSnapTradeBinanceEODHD |
Export formats | ExcelCSV | CSV |
| Plans & trust | ||
Security & compliance | Status page | Data residency: EUEncryption at restEncryption in transit |
Capability signals | Factors: Value, Quality, and MomentumMulti-leg optionsGreeksMonte CarloCorrelation | Ranking backtestsPerformance attributionBroker syncPortfolio attributionRebalancingMulti-currencyComposite performance |
Vendor & support | MarketXLS LimitedCountry: IrelandFounded 2016Support: Email and Phone | Snowball Analytics SASCountry: FranceSupport: Email |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Not specified |
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 | — | Freeportfolios: 1 · holdings: 10 · +4 more |
| Entry paid plan | $70/mo“Standard”annual price usd: 850 | $79.99/yr≈ $6.67/mo“Starter”portfolios: 1 · holdings: Unlimited · +4 more |
| Tier 2 | $125/mo“Advanced”annual price usd: 1,500 | $149.99/yr≈ $12.50/mo“Investor”portfolios: 10 · holdings: Unlimited · +4 more |
| Top plan | $200/mo“Business”annual price usd: 2,400 | $249.99/yr≈ $20.83/mo“Expert”portfolios: Unlimited · holdings: Unlimited · +2 more |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between MarketXLS and Snowball Analytics?
MarketXLS leans toward sheets / excel add-ins, broker connectors, and screeners, while Snowball Analytics puts more weight on portfolio, watchlist, and backtesting. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
Is MarketXLS or Snowball Analytics free to use?
Snowball Analytics has a free tier, so you can get started without paying anything. MarketXLS is paid-only. If budget matters, start with Snowball Analytics and see how far it takes you before opening your wallet.
Can I use MarketXLS or Snowball Analytics on my phone?
Snowball Analytics lists a dedicated mobile app, so it travels better. MarketXLS doesn't list a dedicated mobile app; its documented access is desktop and web.
Should I choose MarketXLS or Snowball Analytics?
It depends on what you're after. Pick MarketXLS if sheets / excel add-ins and 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 MarketXLS and Snowball Analytics cover?
Both cover stocks, ETFs, mutual funds, and currencies. MarketXLS also handles options and futures. Snowball Analytics adds bonds, commodities, and real estate on top.
Does MarketXLS or Snowball Analytics have real-time data?
MarketXLS 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 MarketXLS and Snowball Analytics?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can MarketXLS or Snowball Analytics connect to my broker?
Snowball Analytics syncs with brokers automatically. With MarketXLS, you're entering holdings by hand or importing files.
Which has a better stock screener: MarketXLS or Snowball Analytics?
MarketXLS has a stock screener for surfacing ideas; Snowball Analytics doesn't, and focuses its energy elsewhere.
Can I track my portfolio with MarketXLS or Snowball Analytics?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.