★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Reflexivity vs Snowball Analytics
Pick Reflexivity if
Reflexivity
Subscription · 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 care about screeners, quant, and scenario & stress tests, things Snowball Analytics doesn't offer
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 do a lot of your research from your phone
- You care about watchlist, dividends, and dividend tax / ADR withholding, things Reflexivity doesn't offer
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
Reflexivity and Snowball Analytics cover a lot of the same ground (6 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 12, including watchlist, dividends, and dividend tax / ADR withholding, plus a mobile app. Reflexivity counters by keeping things simpler.
What readers say
Reflexivity
Vote once to reveal the community verdict.
Snowball Analytics
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Snowball Analytics
- Free trial
- Snowball Analytics14 days
- Broader coverage
- Snowball Analytics18 vs 12 categories
- Mobile app
- Snowball Analytics
- API access
- Reflexivity
- Real-time data
- Reflexivity
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 | 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 | 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 | 12 | 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 |
Where each one shines
What Reflexivity and Snowball Analytics each do best.ShowHide
Where each one shines
What Reflexivity and Snowball Analytics each do best.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 tools 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.
- Monitoring portfolios with real-time alerts, risk and exposure analytics, performance attribution, and daily insight generation.
What Snowball Analytics does best
- Tracking global multi-asset portfolios across stocks, ETFs, mutual funds, bonds, crypto, currencies, commodities, real estate, cash, and custom assets.
- Import support for 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.
- Analysis of performance with portfolio value, invested capital, total profit, dividends, realized P&L, fees, dividend taxes, IRR, TWR, beta, and multi-period returns.
- Dividend analytics for forward income, dividend growth, yield, yield on cost, withholding-tax settings, dividend ratings, calendars, projected payouts, and DRIP planning.
Every detail we compared
Every tracked attribute for Reflexivity and Snowball Analytics, side by side.ShowHide
Every detail we compared
Every tracked attribute for Reflexivity and Snowball Analytics, side by side.| 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.
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 | — | Freeportfolios: 1 · holdings: 10 · +4 more |
| Entry paid plan | — | $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 |
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 6 categories, so for most people it comes down to workflow preference and price.
Is Reflexivity or Snowball Analytics free to use?
Snowball Analytics has a free tier, so you can get started without paying anything. Reflexivity is paid-only. If budget matters, start with Snowball Analytics and see how far it takes you before opening your wallet.
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.
Keep researching
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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.