★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Simply Wall St vs Snowball Analytics
Simply Wall St
Best for stock ideas and screeners
Free • Paid plans available
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 Wall St and Snowball Analytics cover a lot of the same ground (7 shared categories, including portfolio, watchlist, and financials), so for the basics you won't go far wrong with either. The real difference is focus: only Simply Wall St gives you stock ideas and screeners, and only Snowball Analytics gives you backtesting and dividend tax / ADR withholding.
Key differences at a glance
- Asset coverage
- Snowball AnalyticsAdds mutual funds and bonds
- Free trial
- Snowball Analytics14 days
- Free plan
- Both
Choose
Simply Wall St if…
- You care about stock ideas, screeners, and data visualizations, things Snowball Analytics doesn't offer
Choose
Snowball Analytics if…
- You care about backtesting, dividend tax / ADR withholding, and calendar, things Simply Wall St doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • Paid plans available | Free • From $79.99/yr |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | 13 limits: Free: company reports per month: 5, Free: portfolios: 1 +11 more | 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 | Yes | Yes |
Integrations | Plaid, SnapTrade +6 more | Yodlee, SnapTrade +2 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Long-term Investors +3 more | Retail Traders, Pro Retail +4 more |
Categories covered | 19 | 18 |
Regions | North America, Europe, APAC, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | 6 signals: Latency: End of Day, Granularity: EOD +4 more |
Data partners | S&P Global Market Intelligence | 3 partners: EODHD, SnapTrade +1 more |
Capabilities | 6 signals: Universe builder, Broker sync +4 more | 7 signals: Ranking backtests, Performance attribution +5 more |
Security | Encryption in transit | 3 signals: Data residency: EU, Encryption at rest +1 more |
| Try it | Visit Simply Wall St | Visit Snowball Analytics |
Standout features
What Simply Wall St does best
- Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model.
- Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs.
- Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.).
- Stock Screener & Alerts lets users filter the global universe by market, industry and dozens of fundamentals (value, growth, income and risk metrics) and set saved screeners with alerts; Free has “Limited” screener access, Premium supports 3 saved screeners, and Unlimited supports 10.
- Built‑in news and “Global Market Insights” articles, plus important updates (earnings, price moves, new risks) and weekly market insights emails for holdings and watchlists.
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 | StocksETFsFunds | StocksETFsMutual FundsBondsCommoditiesCurrenciesCryptosReal Estate+2 more |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersLong-term InvestorsValue InvestorsGrowth InvestorsDividend Investors | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsGrowth Investors |
Regions | North AmericaEuropeAPACAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | End of Day |
Data granularity | EOD | EOD |
Pricing sources | Vendor | VendorManual |
Data partners | S&P Global Market Intelligence | EODHDSnapTradeYodlee |
| Access & integrations | ||
Import methods | BrokerOAuthCSVManual | BrokerOAuthCSVManual |
Integrations | PlaidSnapTradeRobinhoodFidelityInteractive BrokersCharles SchwabE*TRADEVanguard | YodleeSnapTradeBinanceEODHD |
Export formats | ExcelPDF | CSV |
| Plans & trust | ||
Security & compliance | Encryption in transit | Data residency: EUEncryption at restEncryption in transit |
Capability signals | Universe builderBroker syncPortfolio attributionTax lotsMulti-currencyCost basis: FIFO | Ranking backtestsPerformance attributionBroker syncPortfolio attributionRebalancingMulti-currencyComposite performance |
Vendor & support | Simply Wall Street Pty LtdCountry: AustraliaFounded 2014Support: Email | Snowball Analytics SASCountry: FranceSupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
Free
Lower starting price
Plans & pricing
- company reports per month: 5
- portfolios: 1
- +3 more
- company reports per month: 30
- portfolios: 3
- +2 more
- company reports per month: Unlimited
- portfolios: 5
- +2 more
$79.99/yr
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
7Where the two tools cover the same ground.
Simply Wall St strengths
12Snowball Analytics strengths
11What you only get with Snowball Analytics.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Simply Wall St and Snowball Analytics?
Simply Wall St leans toward stock ideas, screeners, and data visualizations, 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 Simply Wall St and Snowball Analytics cost?
Good news: both Simply Wall St and Snowball Analytics have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Simply Wall St or Snowball Analytics?
It depends on what you're after. Pick Simply Wall St if stock ideas and screeners 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 Wall St and Snowball Analytics cover?
Both cover stocks, ETFs, and funds. Snowball Analytics adds mutual funds, bonds, and commodities on top.
Can I export data from Simply Wall St and Snowball Analytics?
Yes, both export to spreadsheets (Simply Wall St: Excel; Snowball Analytics: CSV), which is handy if you like running your own numbers.
Can Simply Wall St or Snowball Analytics connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Are Simply Wall St and Snowball Analytics good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: Simply Wall St or Snowball Analytics?
Simply Wall St has a stock screener for surfacing ideas; Snowball Analytics doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Simply Wall St 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.