Tool Comparison
Morningstar Investor vs Snowball Analytics
- Paid from
- $249/yr, billed annually
- Free plan
- No
- Platforms
- Web, Mobile
Best if
- You want stock ideas, screeners, and stock comparison.
- 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 a lower paid starting price: $79.99/yr, billed annually instead of $249/yr, billed annually
- You want backtesting, dividends, and dividend tax / ADR withholding.
Pick Morningstar Investor if
Morningstar Investor
From $249/yr, billed annually · Web · Mobile
- You want stock ideas, screeners, and stock comparison.
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 a lower paid starting price: $79.99/yr, billed annually instead of $249/yr, billed annually
- You want backtesting, dividends, and dividend tax / ADR withholding.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Morningstar Investor and Snowball Analytics cover a lot of the same ground (7 shared categories, including portfolio, watchlist, and fund analysis), so for the basics you won't go far wrong with either. Snowball Analytics simply does more: 18 categories to Morningstar Investor's 12, including backtesting, dividends, and dividend tax / ADR withholding. Morningstar Investor counters by keeping things simpler.
What readers say
Morningstar Investor
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Snowball Analytics
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Key differences at a glance
- Free plan
- Snowball Analytics
- Cheaper paid plan
- Snowball Analytics$79.99/yr, billed annually vs $249/yr, billed annually
- Broader coverage
- Snowball Analytics18 vs 12 categories
What Morningstar Investor does best
- Research coverage for stocks, ETFs, mutual funds, and closed-end funds with Morningstar ratings, analyst notes, reports, screeners, watchlists, and portfolio tools.
- Stock research built around Morningstar fair value estimates, Economic Moat Ratings, rating-change coverage, valuation context, commentary, and news.
- Evaluation tools for funds and ETFs with Morningstar star ratings, Morningstar Medalist Ratings, analyst notes, fund reports, performance context, fees, and holdings views.
- Tools for building stock, fund, and ETF screens using more than 200 data points, then save custom views for portfolios, watchlists, and screeners.
- Portfolio X-Ray to inspect asset allocation, sector exposure, fees, risk, stock style, and portfolio-level or fund-level composition.
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 | From $249/yr, billed annually | Free • From $79.99/yr, billed annually |
Free tier | No | Yes |
Free trial | 7 days | 14 days |
Plan limits | — | 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 |
Integrations | — | Yodlee, SnapTrade +2 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +2 more | Retail Traders, Pro Retail +4 more |
Categories covered | 12 | 18 |
Regions | — | 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 | Universe builder | 7 signals: Ranking backtests, Performance attribution +5 more |
Security | — | 3 signals: Data residency: EU, Encryption at rest +1 more |
| Try it | Visit Morningstar Investor | Visit Snowball Analytics |
Standout features
The best features of Morningstar Investor and Snowball Analytics.ShowHide
Standout features
What Morningstar Investor does best
- Research coverage for stocks, ETFs, mutual funds, and closed-end funds with Morningstar ratings, analyst notes, reports, screeners, watchlists, and portfolio tools.
- Stock research built around Morningstar fair value estimates, Economic Moat Ratings, rating-change coverage, valuation context, commentary, and news.
- Evaluation tools for funds and ETFs with Morningstar star ratings, Morningstar Medalist Ratings, analyst notes, fund reports, performance context, fees, and holdings views.
- Tools for building stock, fund, and ETF screens using more than 200 data points, then save custom views for portfolios, watchlists, and screeners.
- Portfolio X-Ray to inspect asset allocation, sector exposure, fees, risk, stock style, and portfolio-level or fund-level composition.
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 Morningstar Investor and Snowball Analytics.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsFunds | StocksETFsMutual FundsBondsCommoditiesCurrenciesCryptosReal Estate+2 more |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue Investors | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsGrowth Investors |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: 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 | Not specified | BrokerOAuthCSVManual |
Integrations | Not specified | YodleeSnapTradeBinanceEODHD |
Export formats | Not specified | CSV |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: EUEncryption at restEncryption in transit |
Capability signals | Universe builder | Ranking backtestsPerformance attributionBroker syncPortfolio attributionRebalancingMulti-currencyComposite performance |
Vendor & support | Morningstar, Inc.Country: United StatesFounded 1984 | 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 | — | Freeportfolios: 1 · holdings: 10 · +4 more |
| Entry paid plan | $249/yrBilled annually≈ $20.75/mo“Investor yearly” | $79.99/yrBilled annually≈ $6.67/mo“Starter”portfolios: 1 · holdings: Unlimited · +4 more |
| Tier 2 | $34.95/moBilled monthly“Investor monthly” | $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 | 7 days | 14 days |
Questions we keep getting
What's the difference between Morningstar Investor and Snowball Analytics?
Morningstar Investor leans toward stock ideas, screeners, and stock comparison, while Snowball Analytics puts more weight on portfolio, watchlist, and backtesting. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
Is Morningstar Investor or Snowball Analytics free to use?
Snowball Analytics has a free tier, so you can get started without paying anything. Morningstar Investor is paid-only. If budget matters, start with Snowball Analytics and see how far it takes you before opening your wallet.
Should I choose Morningstar Investor or Snowball Analytics?
It depends on what you're after. Pick Morningstar Investor if stock ideas 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 Morningstar Investor and Snowball Analytics cover?
Both cover stocks, ETFs, mutual funds, and funds. Morningstar Investor also handles closed-end funds. Snowball Analytics adds bonds, commodities, and currencies on top.
Can I export data from Morningstar Investor and Snowball Analytics?
Snowball Analytics exports to CSV. Morningstar Investor is stingier about getting data out.
Are Morningstar Investor 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: Morningstar Investor or Snowball Analytics?
Morningstar Investor has a stock screener for surfacing ideas; Snowball Analytics doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Morningstar Investor or Snowball Analytics?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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