★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Statfolio checked August 4, 2026
Tool Comparison
Snowball Analytics vs Statfolio
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 care about watchlist, backtesting, and dividend tax / ADR withholding, things Statfolio doesn't offer
- 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 care about data visualizations, something Snowball Analytics doesn't offer
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
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 $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 |
Where each one shines
What Snowball Analytics and Statfolio each do best.ShowHide
Where each one shines
What Snowball Analytics and Statfolio each do best.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.
What Statfolio does best
- Tracking stock and ETF portfolios with positions aggregated into holdings, long and short support, and time-based performance charts.
- Enter trades manually or import order history when you need portfolio tracking without live broker sync.
- Views for reviewing daily price and dividend refreshes, with corporate actions such as dividends and share splits recorded automatically.
- Analysis of contribution and performance by portfolio, sector, industry, and individual holding, including realised versus unrealised profit.
- Diversification views to understand where holdings are concentrated across sectors, industries, currencies, and regions.
Every detail we compared
Every tracked attribute for Snowball Analytics and Statfolio, side by side.ShowHide
Every detail we compared
Every tracked attribute for Snowball Analytics and Statfolio, side by side.| 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.
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 | 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 | Subscription“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.