Tool Comparison
Snowball Analytics vs Statfolio
- Paid from
- $6.67/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want the cheaper way in: plans start at $6.67/mo instead of $10/mo
- You want watchlist, backtesting, and dividend tax / ADR withholding.
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- $10/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want data visualizations.
Start here
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 watchlist, backtesting, and dividend tax / ADR withholding.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Statfolio instead if
Statfolio
Free • From $10/mo · Web · Mobile
- You want data visualizations.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Snowball Analytics and Statfolio cover a lot of the same ground (5 shared categories, including portfolio, dividends, and splits), so for the basics you won't go far wrong with either. Snowball Analytics simply does more: 18 categories to Statfolio's 6, including watchlist, backtesting, and dividend tax / ADR withholding. Statfolio counters by keeping things simpler.
What readers say
Snowball Analytics
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Statfolio
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Key differences at a glance
- Cheaper paid plan
- Snowball Analytics$6.67/mo vs $10/mo
- Free trial
- Snowball Analytics14 days
- Broader coverage
- Snowball Analytics18 vs 6 categories
- Broker sync
- Snowball Analytics
- Asset coverage
- Snowball AnalyticsAdds mutual funds and bonds
- Free plan
- Both
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.
What Statfolio does best
- Stock and ETF portfolios with orders grouped into holdings, long and short positions, and historical performance charts.
- Enter trades manually or import order history when you need portfolio tracking without live broker sync.
- Review daily price and dividend refreshes, with corporate actions such as dividends and share splits recorded automatically.
- Contribution and performance by portfolio, sector, industry, and holding, including realised and unrealised profit.
- Diversification views to understand where holdings are concentrated across sectors, industries, currencies, and regions.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $79.99/yr | Free • From $10/mo |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | 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 | No |
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 | 18 | 6 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | 6 signals: Latency: End of Day, Granularity: EOD +4 more | 4 signals: Latency: End of Day, Granularity: EOD +2 more |
Data partners | 3 partners: EODHD, SnapTrade +1 more | — |
Capabilities | 7 signals: Ranking backtests, Performance attribution +5 more | — |
Security | 3 signals: Data residency: EU, Encryption at rest +1 more | — |
| Try it | Visit Snowball Analytics | Visit Statfolio |
Standout features
The best features of Snowball Analytics and Statfolio.ShowHide
Standout features
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.
What Statfolio does best
- Stock and ETF portfolios with orders grouped into holdings, long and short positions, and historical performance charts.
- Enter trades manually or import order history when you need portfolio tracking without live broker sync.
- Review daily price and dividend refreshes, with corporate actions such as dividends and share splits recorded automatically.
- Contribution and performance by portfolio, sector, industry, and holding, including realised and unrealised profit.
- Diversification views to understand where holdings are concentrated across sectors, industries, currencies, and regions.
All details
Every attribute we track for Snowball Analytics and Statfolio.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsBondsCommoditiesCurrenciesCryptosReal Estate+2 more | StocksETFs |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsGrowth Investors | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPAC |
Coverage details | Identifiers: Ticker | 7 countries12 exchangesIdentifiers: Ticker |
| Data | ||
Data freshness | End of Day | End of Day |
Data granularity | EOD | EOD |
Pricing sources | VendorManual | Not specified |
Data partners | EODHDSnapTradeYodlee | Not specified |
| Access & integrations | ||
Import methods | BrokerOAuthCSVManual | Manual |
Integrations | YodleeSnapTradeBinanceEODHD | Not specified |
Export formats | CSV | Not specified |
| Plans & trust | ||
Security & compliance | Data residency: EUEncryption at restEncryption in transit | Not specified |
Capability signals | Ranking backtestsPerformance attributionBroker syncPortfolio attributionRebalancingMulti-currencyComposite performance | Not specified |
Vendor & support | Snowball Analytics SASCountry: FranceSupport: Email | StatfolioFounded 2021Support: Email |
Curation ratings | Not specified | Methodology 3/5Reliability 4/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freeportfolios: 1 · holdings: 10 · +4 more | Free |
| Entry paid plan | $79.99/yr≈ $6.67/mo“Starter”portfolios: 1 · holdings: Unlimited · +4 more | $10/mo“Basic” |
| Tier 2 | $149.99/yr≈ $12.50/mo“Investor”portfolios: 10 · holdings: Unlimited · +4 more | $30/mo“Pro” |
| Top plan | $249.99/yr≈ $20.83/mo“Expert”portfolios: Unlimited · holdings: Unlimited · +2 more | — |
| Custom / enterprise | — | Contact sales“Custom” |
| Free trial | 14 days | — |
Questions we keep getting
What's the difference between Snowball Analytics and Statfolio?
Snowball Analytics leans toward portfolio, watchlist, and backtesting, while Statfolio puts more weight on portfolio, dividends, and splits. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do Snowball Analytics and Statfolio cost?
Good news: both Snowball Analytics and Statfolio have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Snowball Analytics or Statfolio?
It depends on what you're after. Pick Snowball Analytics if watchlist and backtesting matter to you; go with Statfolio if you'd rather have data visualizations. And if you only need the basics both share, let price decide.
What asset classes do Snowball Analytics and Statfolio cover?
Both cover stocks and ETFs. Snowball Analytics also handles mutual funds, bonds, and commodities.
Can I export data from Snowball Analytics and Statfolio?
Snowball Analytics exports to CSV. Statfolio is stingier about getting data out.
Can Snowball Analytics or Statfolio connect to my broker?
Snowball Analytics syncs with brokers automatically. With Statfolio, you're entering holdings by hand or importing files.
Can I track my portfolio with Snowball Analytics or Statfolio?
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.