VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Sunday, December 14, 2025

Tool Comparison

Snowball Analytics vs Statfolio comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Snowball Analytics adds Watchlist, Backtesting, Dividend, Dividend Tax / ADR Withholding, Calendar, Risk Metrics, Performance Attribution, Broker Connectors, and Compounding Calculator coverage that Statfolio skips.

Statfolio includes Data Visualizations categories that Snowball Analytics omits.

In depth comparison

Snowball Analytics

snowball-analytics.com

Dividend-focused, EU-based portfolio tracker for retail investors. Automates multi-broker data import via Yodlee/SnapTrade and supports global multi-asset, multi-currency portfolios with strong dividend analytics and basic backtesting. Backtests, long fundamentals history, larger screener universe and higher portfolio limits are reserved for Investor/Expert plans.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

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.
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 60–70+ global exchanges and 25–30+ 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 nightly sync 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 and multi-period performance, with breakdowns by asset class, sector, region and currency.

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Statfolio

statfolio.net

Portfolio tracking and analytics platform with daily price and dividend updates. The Free plan supports 1 portfolio (50 orders, 10 holdings). Basic ($10/mo) expands to 3 portfolios, 500 orders, and a performance dashboard. Pro ($30/mo) offers 10 portfolios with unlimited orders and holdings. Dividends and splits are recorded automatically. Orders can be entered manually or imported.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.
Exchange coverage spans NASDAQ, NYSE, Cboe BZX, LSE, XETRA, Frankfurt, Euronext Paris, TSX, TSXV, ASX, and NSE India. OTC data available on demand. Supported currencies include USD, EUR, GBP, CAD, AUD, and INR.

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Where they differ

Snowball Analytics

Distinct strengths include:

Watchlist Backtesting Dividend Dividend Tax / ADR Withholding Calendar Risk Metrics Performance Attribution Broker Connectors

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.
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 60–70+ global exchanges and 25–30+ 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 nightly sync 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.

Statfolio

Distinct strengths include:

Data Visualizations

Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.

Feature-by-feature breakdown

Attribute	Snowball Analytics	Statfolio
Categories Which research workflows each platform targets	Shared: Portfolio, Dividends, Splits, News, Financials Unique: Watchlist, Backtesting, Dividend, Dividend Tax / ADR Withholding, Calendar, Risk Metrics, Performance Attribution, Broker Connectors, Compounding Calculator	Shared: Portfolio, Dividends, Splits, News, Financials Unique: Data Visualizations
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Bonds, Commodities, Currencies, Cryptos, Real Estate, Funds, Other	Stocks, ETFs
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile	Web, Mobile
Pricing High-level pricing models	Free, Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique 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. 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 60–70+ global exchanges and 25–30+ 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 nightly sync 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 and multi-period performance, with breakdowns by asset class, sector, region and currency. Dedicated dividend analytics include forward income forecasts, dividend growth charts, yield and yield-on-cost, dividend rating based on company financial metrics, and a dividend calendar with projected payouts and DRIP planning.	Unique Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts. Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits. Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked. Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds. Exchange coverage spans NASDAQ, NYSE, Cboe BZX, LSE, XETRA, Frankfurt, Euronext Paris, TSX, TSXV, ASX, and NSE India. OTC data available on demand. Supported currencies include USD, EUR, GBP, CAD, AUD, and INR. Mobile access via a native Android app.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Snowball Analytics and Statfolio both support?

Both platforms cover Portfolio, Dividends, Splits, News, and Financials workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Snowball Analytics and Statfolio require subscriptions?

Both Snowball Analytics and Statfolio keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Snowball Analytics and Statfolio?

Both Snowball Analytics and Statfolio support web and mobile access, making it easy to keep tabs on research away from the desk.

What unique strengths set the two platforms apart?

Snowball Analytics differentiates itself with 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., 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 60–70+ global exchanges and 25–30+ currencies., and 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 nightly sync and manual refresh controls., whereas Statfolio stands out for Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts., Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits., and Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked..

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