Tool Comparison
Qfinr vs Snowball Analytics
- Paid from
- —
- Free plan
- No
- Platforms
- Web, Mobile
Best if
- You want scenario & stress tests, screeners, and ETF screeners.
- Paid from
- $6.67/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You'd rather start free and only pay if you outgrow it
- You want dividends, dividend tax / ADR withholding, and calendar.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Qfinr if
Qfinr
Subscription · Web · Mobile
- You want scenario & stress tests, screeners, and ETF screeners.
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 dividends, dividend tax / ADR withholding, and calendar.
- 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.
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Our take
The bottom line
Qfinr and Snowball Analytics cover a lot of the same ground (3 shared categories, portfolio, watchlist, and backtesting), so for the basics you won't go far wrong with either. Snowball Analytics simply does more: 18 categories to Qfinr's 8, including dividends, dividend tax / ADR withholding, and calendar. Qfinr counters by keeping things simpler.
What readers say
Qfinr
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Snowball Analytics
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Key differences at a glance
- Free plan
- Snowball Analytics
- Free trial
- Snowball Analytics14 days
- Broader coverage
- Snowball Analytics18 vs 8 categories
- Broker sync
- Snowball Analytics
- Asset coverage
- Snowball AnalyticsAdds currencies and cryptos
What Qfinr does best
- Tracking a multi-asset portfolio across stocks, ETFs, mutual funds, bonds, commodities, deposits, and cash-style accounts.
- Statement-import workflows for Indian custodians and brokers such as CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities.
- Analysis of portfolio risk with stress-testing and what-if tools designed for understanding how holdings may react under different market conditions.
- Benchmark portfolio behavior using daily return comparisons rather than only checking current market value.
- Screening for stocks, mutual funds, and ETFs from one research environment when evaluating new holdings or portfolio replacements.
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 | Subscription | Free • From $79.99/yr |
Free tier | No | Yes |
Free trial | — | 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 | No | Yes |
Integrations | CAMS (statement import), Karvy / KFintech (statement import) +6 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 | 8 | 18 |
Regions | — | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: End of Day and Granularity: EOD | 6 signals: Latency: End of Day, Granularity: EOD +4 more |
Data partners | — | 3 partners: EODHD, SnapTrade +1 more |
Capabilities | — | 7 signals: Ranking backtests, Performance attribution +5 more |
Security | — | 3 signals: Data residency: EU, Encryption at rest +1 more |
| Try it | Visit Qfinr | Visit Snowball Analytics |
Standout features
The best features of Qfinr and Snowball Analytics.ShowHide
Standout features
What Qfinr does best
- Tracking a multi-asset portfolio across stocks, ETFs, mutual funds, bonds, commodities, deposits, and cash-style accounts.
- Statement-import workflows for Indian custodians and brokers such as CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities.
- Analysis of portfolio risk with stress-testing and what-if tools designed for understanding how holdings may react under different market conditions.
- Benchmark portfolio behavior using daily return comparisons rather than only checking current market value.
- Screening for stocks, mutual funds, and ETFs from one research environment when evaluating new holdings or portfolio replacements.
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 Qfinr and Snowball Analytics.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsBondsCommoditiesOther | StocksETFsMutual FundsBondsCommoditiesCurrenciesCryptosReal Estate+2 more |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsGrowth Investors |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: INIdentifiers: RIC and Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | End of Day |
Data granularity | EOD | EOD |
Pricing sources | Not specified | VendorManual |
Data partners | Not specified | EODHDSnapTradeYodlee |
| Access & integrations | ||
Import methods | CSVCustodianManual | BrokerOAuthCSVManual |
Integrations | CAMS (statement import)Karvy / KFintech (statement import)NSDL (statement import)CDSL (statement import)Zerodha (CSV import)HDFC Securities (export/import file)ICICI Securities (export/import file)Kotak Securities (export/import file) | YodleeSnapTradeBinanceEODHD |
Export formats | Not specified | CSV |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: EUEncryption at restEncryption in transit |
Capability signals | Not specified | Ranking backtestsPerformance attributionBroker syncPortfolio attributionRebalancingMulti-currencyComposite performance |
Vendor & support | Qfinr Pte LtdSupport: Email | Snowball Analytics SASCountry: FranceSupport: Email |
Curation ratings | Methodology 2/5Reliability 3/5UX 3/5 | Not specified |
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 | Subscription | $79.99/yr≈ $6.67/mo“Starter”portfolios: 1 · holdings: Unlimited · +4 more |
| Tier 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 | — | 14 days |
Free alternatives
Questions we keep getting
What's the difference between Qfinr and Snowball Analytics?
Qfinr leans toward portfolio, watchlist, and backtesting, while Snowball Analytics puts more weight on portfolio, watchlist, and backtesting. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
Is Qfinr or Snowball Analytics free to use?
Snowball Analytics has a free tier, so you can get started without paying anything. Qfinr is paid-only. If budget matters, start with Snowball Analytics and see how far it takes you before opening your wallet.
Should I choose Qfinr or Snowball Analytics?
It depends on what you're after. Pick Qfinr if scenario & stress tests and screeners 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 Qfinr and Snowball Analytics cover?
Both cover stocks, ETFs, mutual funds, and bonds. Snowball Analytics adds currencies, cryptos, and real estate on top.
Can I export data from Qfinr and Snowball Analytics?
Snowball Analytics exports to CSV. Qfinr is stingier about getting data out.
Can Qfinr or Snowball Analytics connect to my broker?
Snowball Analytics syncs with brokers automatically. With Qfinr, you're entering holdings by hand or importing files.
Which has a better stock screener: Qfinr or Snowball Analytics?
Qfinr has a stock screener for surfacing ideas; Snowball Analytics doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Qfinr or Snowball Analytics?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.