★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Snowball Analytics vs Stock Unlock
Snowball Analytics
Best for backtesting and dividend tax / ADR withholding
Free • From $79.99/yr
Stock Unlock
Best for screeners and data visualizations
Free • Paid plans available
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The verdict
The bottom line
Snowball Analytics and Stock Unlock cover a lot of the same ground (7 shared categories, including portfolio, watchlist, and dividends), so for the basics you won't go far wrong with either. The real difference is focus: only Snowball Analytics gives you backtesting and dividend tax / ADR withholding, and only Stock Unlock gives you screeners and data visualizations.
Key differences at a glance
- Asset coverage
- Snowball AnalyticsAdds bonds and commodities
- Free trial
- Snowball Analytics14 days
- Free plan
- Both
Choose
Snowball Analytics if…
- You care about backtesting, dividend tax / ADR withholding, and calendar, things Stock Unlock doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Choose
Stock Unlock if…
- You care about screeners, data visualizations, and stock comparison, things Snowball Analytics doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $79.99/yr | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | 22 limits: Free: portfolios: 1, Free: holdings: 10 +20 more | Paid (Monthly/Yearly): money back guarantee days: 30 |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | Yes | Yes |
Integrations | Yodlee, SnapTrade +2 more | SnapTrade |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +4 more | — |
Categories covered | 18 | 18 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 6 signals: Latency: End of Day, Granularity: EOD +4 more | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Data partners | 3 partners: EODHD, SnapTrade +1 more | — |
Capabilities | 7 signals: Ranking backtests, Performance attribution +5 more | Broker sync |
Security | 3 signals: Data residency: EU, Encryption at rest +1 more | — |
| Try it | Visit Snowball Analytics | Visit Stock Unlock |
Standout features
What Snowball Analytics does best
- 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 and multi-portfolio sync.
- 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 70+ global exchanges and 25+ 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 automatic daily Snowball sync, aggregator-dependent broker refreshes 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, TWR beta and multi-period performance, with breakdowns by asset class, sector, region and currency.
What Stock Unlock does best
- Coverage of more than 170,000 stocks and ETFs across 65 global exchanges.
- Native iOS and Android apps sync portfolios, Stock Scores, watchlists, and core features with the web account.
- Portfolio tracking through manual entry, CSV import, or broker connections (via SnapTrade integration).
- Free accounts can connect one brokerage account for 15 days without a credit card; continued automatic broker syncing is paid after the trial connection period.
- Portfolio tracker supports international mutual funds and crypto holdings; crypto is supported via brokerage connections only.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsBondsCommoditiesCurrenciesCryptosReal Estate+2 more | StocksETFsMutual FundsCryptos |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsGrowth Investors | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: 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 | BrokerOAuthCSVManual |
Integrations | YodleeSnapTradeBinanceEODHD | SnapTrade |
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 | Broker sync |
Vendor & support | Snowball Analytics SASCountry: FranceSupport: Email | Stock Unlock Inc.Support: Email and Chat |
Curation ratings | Not specified | Methodology 3/5Reliability 4/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$79.99/yr
Starting price
Plans & pricing
- portfolios: 1
- holdings: 10
- +4 more
- portfolios: 1
- holdings: Unlimited
- +4 more
- portfolios: 10
- holdings: Unlimited
- +4 more
- portfolios: Unlimited
- holdings: Unlimited
- +2 more
Free
Lower starting price
Plans & pricing
- money back guarantee days: 30
Coverage overlap
Shared categories
7Where the two tools cover the same ground.
Snowball Analytics strengths
11What you only get with Snowball Analytics.
Stock Unlock strengths
11Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Frequently Asked Questions
What's the difference between Snowball Analytics and Stock Unlock?
Snowball Analytics leans toward portfolio, watchlist, and backtesting, while Stock Unlock puts more weight on screeners, data visualizations, and stock comparison. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
How much do Snowball Analytics and Stock Unlock cost?
Good news: both Snowball Analytics and Stock Unlock 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 Stock Unlock?
It depends on what you're after. Pick Snowball Analytics if backtesting and dividend tax / ADR withholding matter to you; go with Stock Unlock if you'd rather have screeners and data visualizations. And if you only need the basics both share, let price decide.
What asset classes do Snowball Analytics and Stock Unlock cover?
Both cover stocks, ETFs, mutual funds, and cryptos. Snowball Analytics also handles bonds, commodities, and currencies.
Can I export data from Snowball Analytics and Stock Unlock?
Snowball Analytics exports to CSV. Stock Unlock is stingier about getting data out.
Can Snowball Analytics or Stock Unlock connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: Snowball Analytics or Stock Unlock?
Stock Unlock has a stock screener for surfacing ideas; Snowball Analytics doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Snowball Analytics or Stock Unlock?
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.