★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Simply Safe Dividends vs Snowball Analytics
Simply Safe Dividends
Best for screeners and data visualizations
From $39/mo
Snowball Analytics
Best for backtesting and dividend tax / ADR withholding
Free • From $79.99/yr
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The verdict
The bottom line
Simply Safe Dividends and Snowball Analytics cover a lot of the same ground (6 shared categories, including portfolio, watchlist, and alerts), so for the basics you won't go far wrong with either. Snowball Analytics simply does more: 18 categories to Simply Safe Dividends's 11, including backtesting, dividend tax / ADR withholding, and calendar, plus a mobile app. Simply Safe Dividends counters by keeping things simpler.
Key differences at a glance
- Mobile app
- Snowball Analytics
- Free plan
- Snowball Analytics
- Cheaper paid plan
- Snowball Analytics$6.67/mo vs $39/mo
- Broader coverage
- Snowball Analytics18 vs 11 categories
- Real-time data
- Simply Safe Dividends
- Global coverage
- Snowball Analytics
Choose
Simply Safe Dividends if…
- Delayed quotes won't cut it; you need real-time data
- You care about screeners, data visualizations, and education, things Snowball Analytics doesn't offer
Choose
Snowball Analytics if…
- You do a lot of your research from your phone
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $6.67/mo instead of $39/mo
- You care about backtesting, dividend tax / ADR withholding, and calendar, things Simply Safe Dividends doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | From $39/mo | Free • From $79.99/yr |
Free tier | No | Yes |
Free trial | 14 days | 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 | No | No |
Broker sync | Yes | Yes |
Integrations | — | Yodlee, SnapTrade +2 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +4 more |
Categories covered | 11 | 18 |
Regions | North America | 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 | Universe builder and Broker sync | 7 signals: Ranking backtests, Performance attribution +5 more |
Security | — | 3 signals: Data residency: EU, Encryption at rest +1 more |
| Try it | Visit Simply Safe Dividends | Visit Snowball Analytics |
Standout features
What Simply Safe Dividends does best
- Dividend Safety Scores™ (0–100) with labeled buckets (Very Unsafe → Very Safe) and a maintained, real‑time track record of dividend cuts avoided.
- Portfolio tracker with broker syncing or manual/CSV import; near real‑time price updates; export of portfolio/table data.
- Stock & closed‑end fund screeners with dozens of filters; idea lists and model portfolios.
- Income calendar and forecast; email alerts for dividend changes and special dividends; monthly recap emails.
- Valuation indicators (yield vs history, P/E vs history) and 10‑year financial charts with analyst projections; S&P credit ratings shown.
What Snowball Analytics does best
- Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics and multi-portfolio sync.
- Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 70+ global exchanges and 25+ currencies.
- Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with automatic daily Snowball sync, aggregator-dependent broker refreshes and manual refresh controls.
- User-defined category system and target allocations help plan strategy, structure portfolios and power a rebalancing tool that suggests trades to keep allocations on target.
- Dashboards and analytics compute portfolio value, invested capital, total profit (including dividends, realized P&L, fees and dividend taxes), IRR, TWR beta and multi-period performance, with breakdowns by asset class, sector, region and currency.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksClosed-End FundsETFsBonds | StocksETFsMutual FundsBondsCommoditiesCurrenciesCryptosReal Estate+2 more |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsGrowth Investors |
Regions | North America | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: USIdentifiers: 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 | CSVBrokerOAuthManual | BrokerOAuthCSVManual |
Integrations | Not specified | YodleeSnapTradeBinanceEODHD |
Export formats | CSV | CSV |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: EUEncryption at restEncryption in transit |
Capability signals | Universe builderBroker sync | Ranking backtestsPerformance attributionBroker syncPortfolio attributionRebalancingMulti-currencyComposite performance |
Vendor & support | Simply Safe DividendsCountry: USFounded 2015Support: Email | Snowball Analytics SASCountry: FranceSupport: Email |
Curation ratings | Methodology 5/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$39/mo
Starting price
Plans & pricing
$79.99/yr
Lower starting price
Plans & pricing
- portfolios: 1
- holdings: 10
- +4 more
- portfolios: 1
- holdings: Unlimited
- +4 more
- portfolios: 10
- holdings: Unlimited
- +4 more
- portfolios: Unlimited
- holdings: Unlimited
- +2 more
Coverage overlap
Shared categories
6Simply Safe Dividends strengths
5What you only get with Simply Safe Dividends.
Snowball Analytics strengths
12Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Simply Safe Dividends and Snowball Analytics?
Simply Safe Dividends leans toward portfolio, watchlist, and alerts, 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 Simply Safe Dividends or Snowball Analytics free to use?
Snowball Analytics has a free tier, so you can get started without paying anything. Simply Safe Dividends is paid-only. If budget matters, start with Snowball Analytics and see how far it takes you before opening your wallet.
Can I use Simply Safe Dividends or Snowball Analytics on my phone?
Snowball Analytics lists a dedicated mobile app, so it travels better. Simply Safe Dividends doesn't list a dedicated mobile app; its documented access is web.
Should I choose Simply Safe Dividends or Snowball Analytics?
It depends on what you're after. Pick Simply Safe Dividends if screeners and data visualizations matter to you; go with Snowball Analytics if you'd rather have backtesting and dividend tax / ADR withholding. And if you only need the basics both share, let price decide.
What asset classes do Simply Safe Dividends and Snowball Analytics cover?
Both cover stocks, ETFs, and bonds. Simply Safe Dividends also handles closed-end funds. Snowball Analytics adds mutual funds, commodities, and currencies on top.
Does Simply Safe Dividends or Snowball Analytics have real-time data?
Simply Safe Dividends 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.
Which covers international markets: Simply Safe Dividends or Snowball Analytics?
Snowball Analytics has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. Simply Safe Dividends is more region-specific, mainly North America.
Can I export data from Simply Safe Dividends and Snowball Analytics?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Simply Safe Dividends or Snowball Analytics connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: Simply Safe Dividends or Snowball Analytics?
Simply Safe Dividends has a stock screener for surfacing ideas; Snowball Analytics doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Simply Safe Dividends 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.