VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
Simply Wall St vs Snowball Analytics
Pick Simply Wall St if
Simply Wall St
Free • From $120/yr · Web · Mobile
- You want stock ideas, screeners, and data visualizations.
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 $10/mo
- You want backtesting, dividend tax / ADR withholding, and calendar.
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
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. Simply Wall St includes stock ideas and screeners, and Snowball Analytics includes backtesting and dividend tax / ADR withholding.
What readers say
Simply Wall St
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Snowball Analytics
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Key differences at a glance
- Cheaper paid plan
- Snowball Analytics$6.67/mo vs $10/mo
- Asset coverage
- Snowball AnalyticsAdds mutual funds and bonds
- Free plan
- Both
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 | Free • From $120/yr | Free • From $79.99/yr |
Free tier | Yes | Yes |
Free trial | 7 days | 14 days |
Plan limits | 15 limits: Free: company reports per month: 5, Free: portfolios: 1 +13 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 at rest and Encryption in transit | 3 signals: Data residency: EU, Encryption at rest +1 more |
| Try it | Visit Simply Wall St | Visit Snowball Analytics |
Where each one shines
What Simply Wall St and Snowball Analytics each do best.ShowHide
Where each one shines
What Simply Wall St and Snowball Analytics each do best.What Simply Wall St does best
- Visual reports cover valuation, future growth, past performance, financial health, and dividends for stocks in more than 90 markets.
- Snowflake reports link a five-part visual score to detailed sections, financials, risks, methodology, and source data.
- Curated lists cover undervalued companies, dividend stocks, insider buying, sectors, industries, and investment themes.
- The screener filters by market, industry, value, growth, income, risk, and other fundamental measures.
- Portfolio dashboards show market-relative performance, diversification, sector and region exposure, and holding fundamentals.
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.
Every detail we compared
Every tracked attribute for Simply Wall St and Snowball Analytics, side by side.ShowHide
Every detail we compared
Every tracked attribute for Simply Wall St and Snowball Analytics, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | 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 at restEncryption 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.
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 | Freecompany reports per month: 5 · portfolios: 1 · +3 more | Freeportfolios: 1 · holdings: 10 · +4 more |
| Entry paid plan | $120/yr≈ $10/mo“Premium”company reports per month: 30 · portfolios: 3 · +3 more | $79.99/yr≈ $6.67/mo“Starter”portfolios: 1 · holdings: Unlimited · +4 more |
| Tier 2 | $240/yr≈ $20/mo“Unlimited”company reports per month: Unlimited · portfolios: Unlimited · +3 more | $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 | 7 days | 14 days |
Questions we keep getting
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 and ETFs. 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.
Feedback
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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.