Tool Comparison
Reflexivity vs Snowball Analytics
- Paid from
- $99.99/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You want screeners, quant, and scenario & stress tests.
- Paid from
- $6.67/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want the cheaper way in: plans start at $6.67/mo instead of $99.99/mo
- You do a lot of your research from your phone
- You want watchlist, dividends, and dividend tax / ADR withholding.
Pick Reflexivity if
Reflexivity
Free • From $99.99/mo · Web · API
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You want screeners, quant, 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 $99.99/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.
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Our take
The bottom line
Reflexivity and Snowball Analytics cover a lot of the same ground (7 shared categories, including performance attribution, portfolio, and backtesting), so for the basics you won't go far wrong with either. Snowball Analytics simply does more: 18 categories to Reflexivity's 13, including watchlist, dividends, and dividend tax / ADR withholding, plus a mobile app. Reflexivity counters by keeping things simpler.
What readers say
Reflexivity
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Snowball Analytics
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Key differences at a glance
- Cheaper paid plan
- Snowball Analytics$6.67/mo vs $99.99/mo
- Free trial
- Snowball Analytics14 days
- Broader coverage
- Snowball Analytics18 vs 13 categories
- Mobile app
- Snowball Analytics
- API access
- Reflexivity
- Real-time data
- Reflexivity
What Reflexivity does best
- AI research workflows over institutional datasets from providers such as S&P Global, LSEG Datastream, Nasdaq, Cboe, and other sources included in the platform.
- Tools for running Deep Research workflows that can analyze data, write and execute code, create research reports, and export data or visualizations.
- Search across filings, transcripts, presentations, central bank documents, and proprietary uploads through Document Intelligence.
- OCR on charts and tables so documents can become searchable and analyzable research inputs.
- Monitor portfolios with real-time alerts, risk and exposure analytics, performance attribution, and daily insight generation.
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 | Free • From $99.99/mo | Free • From $79.99/yr |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | 7 limits: Basic via IBKR: market coverage: US equities, Basic via IBKR: news sources: Benzinga only +5 more | 22 limits: Free: portfolios: 1, Free: holdings: 10 +20 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | No |
Broker sync | No | Yes |
Integrations | — | Yodlee, SnapTrade +2 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +4 more |
Categories covered | 13 | 18 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: Real-time and 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 | 5 signals: Universe builder, Stress tests: Rates, FX, and EquityCrash +3 more | 7 signals: Ranking backtests, Performance attribution +5 more |
Security | SOC2 | 3 signals: Data residency: EU, Encryption at rest +1 more |
| Try it | Visit Reflexivity | Visit Snowball Analytics |
Standout features
The best features of Reflexivity and Snowball Analytics.ShowHide
Standout features
What Reflexivity does best
- AI research workflows over institutional datasets from providers such as S&P Global, LSEG Datastream, Nasdaq, Cboe, and other sources included in the platform.
- Tools for running Deep Research workflows that can analyze data, write and execute code, create research reports, and export data or visualizations.
- Search across filings, transcripts, presentations, central bank documents, and proprietary uploads through Document Intelligence.
- OCR on charts and tables so documents can become searchable and analyzable research inputs.
- Monitor portfolios with real-time alerts, risk and exposure analytics, performance attribution, and daily insight generation.
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 Reflexivity and Snowball Analytics.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsCommoditiesCurrencies | StocksETFsMutual FundsBondsCommoditiesCurrenciesCryptosReal Estate+2 more |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsGrowth Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | End of Day |
Data granularity | EOD | EOD |
Pricing sources | Not specified | VendorManual |
Data partners | Not specified | EODHDSnapTradeYodlee |
| Access & integrations | ||
Import methods | CSVManual | BrokerOAuthCSVManual |
Integrations | Not specified | YodleeSnapTradeBinanceEODHD |
Export formats | Excel | CSV |
| Plans & trust | ||
Security & compliance | SOC2 | Data residency: EUEncryption at restEncryption in transit |
Capability signals | Universe builderStress tests: Rates, FX, and EquityCrashPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News | Ranking backtestsPerformance attributionBroker syncPortfolio attributionRebalancingMulti-currencyComposite performance |
Vendor & support | Knabble, Inc. (dba Reflexivity)Country: United StatesSupport: Email | 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 | Free“Basic via IBKR”market coverage: US equities · news sources: Benzinga only · +2 more | Freeportfolios: 1 · holdings: 10 · +4 more |
| Entry paid plan | $99.99/mo“Plus via IBKR”market coverage: Global · alfred queries: Unlimited · +1 more | $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 |
| Custom / enterprise | Contact sales“Institutional” | — |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between Reflexivity and Snowball Analytics?
Reflexivity leans toward screeners, quant, and performance attribution, 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 Reflexivity and Snowball Analytics cost?
Good news: both Reflexivity and Snowball Analytics have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Reflexivity or Snowball Analytics?
Snowball Analytics is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use Reflexivity or Snowball Analytics on my phone?
Snowball Analytics lists a dedicated mobile app, so it travels better. Reflexivity doesn't list a dedicated mobile app; its documented access is web and API.
Does Reflexivity or Snowball Analytics have an API?
Reflexivity has an API for programmatic access and custom integrations. Snowball Analytics doesn't, so you're working through its interface.
Should I choose Reflexivity or Snowball Analytics?
It depends on what you're after. Pick Reflexivity if screeners and quant 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 Reflexivity and Snowball Analytics cover?
Both cover stocks, ETFs, bonds, and commodities. Snowball Analytics adds mutual funds, cryptos, and real estate on top.
Does Reflexivity or Snowball Analytics have real-time data?
Reflexivity 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 Reflexivity and Snowball Analytics?
Yes, both export to spreadsheets (Reflexivity: Excel; Snowball Analytics: CSV), which is handy if you like running your own numbers.
Can Reflexivity or Snowball Analytics connect to my broker?
Snowball Analytics syncs with brokers automatically. With Reflexivity, you're entering holdings by hand or importing files.
Which has a better stock screener: Reflexivity or Snowball Analytics?
Reflexivity has a stock screener for surfacing ideas; Snowball Analytics doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Reflexivity or Snowball Analytics?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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