★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Portfolio123 vs Snowball Analytics
Portfolio123
Best for screeners and data visualizations
Free • From $25/mo
Snowball Analytics
Best for dividends and dividend tax / ADR withholding
Free • From $79.99/yr
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The verdict
The bottom line
Portfolio123 and Snowball Analytics cover a lot of the same ground (7 shared categories, including scores, portfolio, and watchlist), so for the basics you won't go far wrong with either. The real difference is focus: only Portfolio123 gives you screeners and data visualizations, and only Snowball Analytics gives you dividends and dividend tax / ADR withholding.
Key differences at a glance
- Mobile app
- Snowball Analytics
- Cheaper paid plan
- Snowball Analytics$6.67/mo vs $25/mo
- Free trial
- Snowball Analytics14 days
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Real-time data
- Portfolio123
Choose
Portfolio123 if…
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You care about screeners, data visualizations, and quant, things Snowball Analytics doesn't offer
Choose
Snowball Analytics if…
- You do a lot of your research from your phone
- You want the cheaper way in: plans start at $6.67/mo instead of $25/mo
- You care about dividends, dividend tax / ADR withholding, and calendar, things Portfolio123 doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $25/mo | Free • From $79.99/yr |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | Free Screener & Backtesting Access: duration days: 30 | 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 | Yes | No |
Broker sync | Yes | Yes |
Integrations | Interactive Brokers and Tradier | Yodlee, SnapTrade +2 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +5 more | Retail Traders, Pro Retail +4 more |
Categories covered | 19 | 18 |
Regions | North America, Europe | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more | 6 signals: Latency: End of Day, Granularity: EOD +4 more |
Data partners | 4 partners: FactSet, S&P Global Market Intelligence +2 more | 3 partners: EODHD, SnapTrade +1 more |
Capabilities | 6 signals: Custom formulas, Ranking backtests +4 more | 7 signals: Ranking backtests, Performance attribution +5 more |
Security | — | 3 signals: Data residency: EU, Encryption at rest +1 more |
| Try it | Visit Portfolio123 | Visit Snowball Analytics |
Standout features
What Portfolio123 does best
- Build multifactor ranking systems, stock screens, ETF screens, and complete rules-based strategies through a web research environment.
- Run simulations and backtests with long historical equity data, custom universes, buy and sell rules, position sizing, hedging, rebalancing, and realistic assumptions.
- Use point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Create ranking systems from fundamental, technical, sentiment, and macro factors, including public factor documentation and FRED-linked economic series.
- Use AI Factor to train machine-learning predictors for expected returns and feed those predictions into rankings, simulations, and asset-level analysis.
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 | StocksETFsClosed-End Funds | StocksETFsMutual FundsBondsCommoditiesCurrenciesCryptosReal Estate+2 more |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsGrowth Investors |
Regions | North AmericaEurope | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: US and CAIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | End of Day |
Data granularity | EOD | EOD |
Pricing sources | Not specified | VendorManual |
Data partners | FactSetS&P Global Market IntelligenceICE Data ServicesFRED | EODHDSnapTradeYodlee |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeySDKs: PythonDocs | Not specified |
Import methods | BrokerOAuthCSV | BrokerOAuthCSVManual |
Integrations | Interactive BrokersTradier | YodleeSnapTradeBinanceEODHD |
Export formats | CSVJSON | CSV |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: EUEncryption at restEncryption in transit |
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Ranking backtestsPerformance attributionBroker syncPortfolio attributionRebalancingMulti-currencyComposite performance |
Vendor & support | Portfolio123Support: Forum | Snowball Analytics SASCountry: FranceSupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$25/mo
Starting price
Plans & pricing
- duration days: 30
$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
7Where the two tools cover the same ground.
Portfolio123 strengths
12What you only get with Portfolio123.
Snowball Analytics strengths
11What you only get with Snowball Analytics.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Frequently Asked Questions
What's the difference between Portfolio123 and Snowball Analytics?
Portfolio123 leans toward screeners, data visualizations, and quant, 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.
How much do Portfolio123 and Snowball Analytics cost?
Good news: both Portfolio123 and Snowball Analytics have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Portfolio123 or Snowball Analytics on my phone?
Snowball Analytics lists a dedicated mobile app, so it travels better. Portfolio123 doesn't list a dedicated mobile app; its documented access is web, API, and desktop.
Does Portfolio123 or Snowball Analytics have an API?
Portfolio123 has an API for programmatic access and custom integrations. Snowball Analytics doesn't, so you're working through its interface.
Should I choose Portfolio123 or Snowball Analytics?
It depends on what you're after. Pick Portfolio123 if screeners and data visualizations matter to you; go with Snowball Analytics if you'd rather have dividends and dividend tax / ADR withholding. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and Snowball Analytics cover?
Both cover stocks and ETFs. Portfolio123 also handles closed-end funds. Snowball Analytics adds mutual funds, bonds, and commodities on top.
Does Portfolio123 or Snowball Analytics have real-time data?
Portfolio123 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 Portfolio123 and Snowball Analytics?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Portfolio123 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: Portfolio123 or Snowball Analytics?
Portfolio123 has a stock screener for surfacing ideas; Snowball Analytics doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Portfolio123 or Snowball Analytics?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.