★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Simply Wall St vs Snowball Analytics
Pick Simply Wall St if
Simply Wall St
Free • Paid plans available · Web · Mobile
- You care about stock ideas, screeners, and data visualizations, things Snowball Analytics doesn't offer
Pick Snowball Analytics if
Snowball Analytics
Free • From $79.99/yr · Web · Mobile
- You care about backtesting, dividend tax / ADR withholding, and calendar, things Simply Wall St 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
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.
What readers say
Simply Wall St
Vote once to reveal the community verdict.
Snowball Analytics
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Key differences at a glance
- Asset coverage
- Snowball AnalyticsAdds mutual funds and bonds
- Free trial
- Snowball Analytics14 days
- 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 • 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 |
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
- Research coverage for global stocks through visual company reports that summarize valuation, future growth, past performance, financial health, and dividends.
- The Snowflake report format to move from a high-level visual score into detailed sections, methodology notes, financials, risks, and supporting data.
- Discovery tools for ideas through curated themes such as undervalued companies, dividend stocks, insider buying, sectors, industries, and thematic lists.
- The stock screener to filter by market, industry, value, growth, income, risk, and other fundamental metrics, with saved screeners and alerts on paid plans.
- Tracking portfolios with visual dashboards, portfolio Snowflake views, performance versus market, diversification, sector and region exposure, and holding-level fundamentals.
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 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 | 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.
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 | Subscription“Premium”company reports per month: 30 · portfolios: 3 · +2 more | $79.99/yr≈ $6.67/mo“Starter”portfolios: 1 · holdings: Unlimited · +4 more |
| Tier 2 | Subscription“Unlimited”company reports per month: Unlimited · portfolios: 5 · +2 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 | — | 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, 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.
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.