VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Tuesday, November 18, 2025

Tool Comparison

QuantRocket vs Snowball Analytics comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

QuantRocket adds Quant, Auto-Trading & Bots, Advanced Order Types, Paper Trading, and Data APIs coverage that Snowball Analytics skips.

Snowball Analytics includes Portfolio, Watchlist, Dividend, Dividends, Calendar, Splits, Financials, Scores, and News categories that QuantRocket omits.

Snowball Analytics offers mobile access, which QuantRocket skips.

In depth comparison

QuantRocket logo

QuantRocket

quantrocket.com

A Docker-based research, backtesting, and live-trading platform built around Jupyter. The free tier is limited to research, while paid plans unlock live and paper trading along with bundled US minute-bar data. Broader global datasets are available via third-party providers. Its tight IBKR integration brings advanced order types, while real-time market data can be streamed from IBKR, Polygon, or Alpaca.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

  • Includes survivorship-bias-free US minute-bar data (from 2007 onward) for Zipline backtests and live trading, with optional real-time feeds from brokers like IBKR and Alpaca.
  • Supports point-in-time screening and ranking pipelines, and integrates with Alphalens and Pyfolio for in-notebook analysis inside Jupyter.
  • Global coverage through Interactive Brokers’ historical and real-time data across 60+ exchanges, plus optional feeds like EDI global EOD, Sharadar fundamentals, and Brain sentiment datasets.
  • Deep IBKR integration enabling advanced order types such as algorithmic, parent-child, and bracket orders, as well as combos/spreads, margin 'what-if' checks, option greeks, and auction imbalance data.
  • Streams tick-level data into TimescaleDB with WebSocket access, and allows flexible bar aggregation.

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Snowball Analytics logo

Snowball Analytics

snowball-analytics.com

Portfolio & dividend tracker with multi-currency support and broker syncing via Yodlee/SnapTrade. Dividend Rating (13-factor score), dividend/ex‑div calendars, rebalancing by categories, benchmarking (indices or any asset on paid tiers), and 30+ years backtests. Quotes are delayed; site explicitly notes data is not necessarily real‑time. Mobile apps on iOS/Android.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

  • Automatic dividend tracking, dividend & ex‑dividend calendars, and forward income forecasting.
  • Dividend Rating (proprietary 0–100 score across 13 fundamental criteria) and a Top Dividend Stocks screener.
  • Portfolio rebalancing based on target categories; one‑click buy/sell suggestions.
  • Benchmarking vs major indices on lower tiers; benchmark to any asset on higher tiers.
  • Backtests for portfolio ideas (10 years on lower tiers; 30+ years on Investor/Expert).

Community votes (overall)

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Where they differ

QuantRocket

Distinct strengths include:

  • Includes survivorship-bias-free US minute-bar data (from 2007 onward) for Zipline backtests and live trading, with optional real-time feeds from brokers like IBKR and Alpaca.
  • Supports point-in-time screening and ranking pipelines, and integrates with Alphalens and Pyfolio for in-notebook analysis inside Jupyter.
  • Global coverage through Interactive Brokers’ historical and real-time data across 60+ exchanges, plus optional feeds like EDI global EOD, Sharadar fundamentals, and Brain sentiment datasets.
  • Deep IBKR integration enabling advanced order types such as algorithmic, parent-child, and bracket orders, as well as combos/spreads, margin 'what-if' checks, option greeks, and auction imbalance data.

Snowball Analytics

Distinct strengths include:

  • Automatic dividend tracking, dividend & ex‑dividend calendars, and forward income forecasting.
  • Dividend Rating (proprietary 0–100 score across 13 fundamental criteria) and a Top Dividend Stocks screener.
  • Portfolio rebalancing based on target categories; one‑click buy/sell suggestions.
  • Benchmarking vs major indices on lower tiers; benchmark to any asset on higher tiers.

Feature-by-feature breakdown

AttributeQuantRocketSnowball Analytics
Categories

Which research workflows each platform targets

Shared: Screeners, Backtesting, Broker Connectors

Unique: Quant, Auto-Trading & Bots, Advanced Order Types, Paper Trading, Data APIs

Shared: Screeners, Backtesting, Broker Connectors

Unique: Portfolio, Watchlist, Dividend, Dividends, Calendar, Splits, Financials, Scores, News

Asset types

Supported asset classes and universes

Stocks, ETFs, Futures, Currencies, Options

Stocks, ETFs, Mutual Funds, Bonds, Cryptos, Real Estate

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, API

Web, Mobile

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Includes survivorship-bias-free US minute-bar data (from 2007 onward) for Zipline backtests and live trading, with optional real-time feeds from brokers like IBKR and Alpaca.
  • Supports point-in-time screening and ranking pipelines, and integrates with Alphalens and Pyfolio for in-notebook analysis inside Jupyter.
  • Global coverage through Interactive Brokers’ historical and real-time data across 60+ exchanges, plus optional feeds like EDI global EOD, Sharadar fundamentals, and Brain sentiment datasets.
  • Deep IBKR integration enabling advanced order types such as algorithmic, parent-child, and bracket orders, as well as combos/spreads, margin 'what-if' checks, option greeks, and auction imbalance data.
  • Streams tick-level data into TimescaleDB with WebSocket access, and allows flexible bar aggregation.
  • REST API ('Houston') with Python client and CLI tools; endpoints return CSV or JSON for easy downstream use.

Unique

  • Automatic dividend tracking, dividend & ex‑dividend calendars, and forward income forecasting.
  • Dividend Rating (proprietary 0–100 score across 13 fundamental criteria) and a Top Dividend Stocks screener.
  • Portfolio rebalancing based on target categories; one‑click buy/sell suggestions.
  • Benchmarking vs major indices on lower tiers; benchmark to any asset on higher tiers.
  • Backtests for portfolio ideas (10 years on lower tiers; 30+ years on Investor/Expert).
  • Multi‑portfolio analytics, watchlists, model & public portfolios.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Not yet

Editor pick

Featured inside curated shortlists

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do QuantRocket and Snowball Analytics both support?

Both platforms cover Screeners, Backtesting, and Broker Connectors workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do QuantRocket and Snowball Analytics require subscriptions?

Both QuantRocket and Snowball Analytics keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

Snowball Analytics ships a dedicated mobile experience, while QuantRocket focuses on web or desktop access.

What unique strengths set the two platforms apart?

QuantRocket differentiates itself with Includes survivorship-bias-free US minute-bar data (from 2007 onward) for Zipline backtests and live trading, with optional real-time feeds from brokers like IBKR and Alpaca., Supports point-in-time screening and ranking pipelines, and integrates with Alphalens and Pyfolio for in-notebook analysis inside Jupyter., and Global coverage through Interactive Brokers’ historical and real-time data across 60+ exchanges, plus optional feeds like EDI global EOD, Sharadar fundamentals, and Brain sentiment datasets., whereas Snowball Analytics stands out for Automatic dividend tracking, dividend & ex‑dividend calendars, and forward income forecasting., Dividend Rating (proprietary 0–100 score across 13 fundamental criteria) and a Top Dividend Stocks screener., and Portfolio rebalancing based on target categories; one‑click buy/sell suggestions..

Keep exploring

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.