VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
ProjectionLab vs Snowball Analytics
Pick ProjectionLab if
ProjectionLab
Free • From $129/yr · Web
- You want retirement calculator, monte carlo, and scenario & stress tests.
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 $10.75/mo
- You do a lot of your research from your phone
- You want watchlist, dividends, and dividend tax / ADR withholding.
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
ProjectionLab and Snowball Analytics cover a lot of the same ground (2 shared categories, backtesting and portfolio), so for the basics you won't go far wrong with either. Snowball Analytics simply does more: 18 categories to ProjectionLab's 7, including watchlist, dividends, and dividend tax / ADR withholding, plus a mobile app. ProjectionLab counters by keeping things simpler.
What readers say
ProjectionLab
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Snowball Analytics
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Key differences at a glance
- Cheaper paid plan
- Snowball Analytics$6.67/mo vs $10.75/mo
- Broader coverage
- Snowball Analytics18 vs 7 categories
- Mobile app
- Snowball Analytics
- Broker sync
- Snowball Analytics
- Asset coverage
- Snowball AnalyticsAdds commodities and currencies
- 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 $129/yr | Free • From $79.99/yr |
Free tier | Yes | Yes |
Free trial | 7 days | 14 days |
Plan limits | Pro: included client seats: 10 and Pro: additional client seat price per month usd: 2 | 22 limits: Free: portfolios: 1, Free: holdings: 10 +20 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | No |
Broker sync | No | Yes |
Integrations | JSON import and export, Lunch Money +3 more | Yodlee, SnapTrade +2 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Long-term Investors +1 more | Retail Traders, Pro Retail +4 more |
Categories covered | 7 | 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 | Monte Carlo | 7 signals: Ranking backtests, Performance attribution +5 more |
Security | — | 3 signals: Data residency: EU, Encryption at rest +1 more |
| Try it | Visit ProjectionLab | Visit Snowball Analytics |
Where each one shines
What ProjectionLab and Snowball Analytics each do best.ShowHide
Where each one shines
What ProjectionLab and Snowball Analytics each do best.What ProjectionLab does best
- Build long-range personal financial plans around income, expenses, assets, liabilities, family milestones, housing decisions, retirement timing, and financial-independence goals.
- Run Monte Carlo simulations to examine a range of possible outcomes and estimate a plan's chance of success under user-selected assumptions.
- Backtest plans against historical periods and explore the effect of market volatility, black-swan events, different investment strategies, and portfolio blends.
- Review year-by-year projections for net worth, estimated taxes, cash flow, account drawdown, and legacy outcomes.
- Compare what-if scenarios such as changing retirement dates, working part-time, taking time off, buying a home, moving, or adjusting spending and saving.
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.
Every detail we compared
Every tracked attribute for ProjectionLab and Snowball Analytics, side by side.ShowHide
Every detail we compared
Every tracked attribute for ProjectionLab and Snowball Analytics, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsMutual FundsReal EstateOther | StocksETFsMutual FundsBondsCommoditiesCurrenciesCryptosReal Estate+2 more |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersLong-term InvestorsFinancial Advisors | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsGrowth Investors |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Not specified | 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 | Manual | BrokerOAuthCSVManual |
Integrations | JSON import and exportLunch MoneyYNABMonarch MoneyPlugin API | YodleeSnapTradeBinanceEODHD |
Export formats | JSON | CSV |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: EUEncryption at restEncryption in transit |
Capability signals | Monte Carlo | Ranking backtestsPerformance attributionBroker syncPortfolio attributionRebalancingMulti-currencyComposite performance |
Vendor & support | ProjectionLab LLCSupport: Email | 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 | Free“Basic” | Freeportfolios: 1 · holdings: 10 · +4 more |
| Entry paid plan | $129/yr≈ $10.75/mo“Premium” | $79.99/yr≈ $6.67/mo“Starter”portfolios: 1 · holdings: Unlimited · +4 more |
| Tier 2 | $549/yr≈ $45.75/mo“Pro”included client seats: 10 · additional client seat price per month usd: 2 | $149.99/yr≈ $12.50/mo“Investor”portfolios: 10 · holdings: Unlimited · +4 more |
| Top plan | — | $249.99/yr≈ $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 ProjectionLab and Snowball Analytics?
ProjectionLab leans toward retirement calculator, monte carlo, and backtesting, while Snowball Analytics puts more weight on portfolio, watchlist, and backtesting. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
How much do ProjectionLab and Snowball Analytics cost?
Good news: both ProjectionLab 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 ProjectionLab or Snowball Analytics on my phone?
Snowball Analytics lists a dedicated mobile app, so it travels better. ProjectionLab doesn't list a dedicated mobile app; its documented access is web.
Should I choose ProjectionLab or Snowball Analytics?
It depends on what you're after. Pick ProjectionLab if retirement calculator and monte carlo matter to you; go with Snowball Analytics if you'd rather have watchlist and dividends. And if you only need the basics both share, let price decide.
What asset classes do ProjectionLab and Snowball Analytics cover?
Both cover stocks, ETFs, bonds, and mutual funds. Snowball Analytics adds commodities, currencies, and cryptos on top.
Can I export data from ProjectionLab and Snowball Analytics?
Snowball Analytics exports to CSV. ProjectionLab is stingier about getting data out.
Can ProjectionLab or Snowball Analytics connect to my broker?
Snowball Analytics syncs with brokers automatically. With ProjectionLab, you're entering holdings by hand or importing files.
Are ProjectionLab 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.
Can I track my portfolio with ProjectionLab 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.