Tool Comparison
Snowball Analytics vs StockCharts
- 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 $19.95/mo
- You want backtesting, dividends, and dividend tax / ADR withholding.
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- $19.95/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- Delayed quotes won't cut it; you need real-time data
- You want screeners, data visualizations, and options.
Pick Snowball Analytics if
Snowball Analytics
Free • From $79.99/yr · Web · Mobile
- You want the cheaper way in: plans start at $6.67/mo instead of $19.95/mo
- You want backtesting, dividends, and dividend tax / ADR withholding.
- You're a long-term investor who cares more about fundamentals than headlines
Pick StockCharts if
StockCharts
Free • From $19.95/mo · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You want screeners, data visualizations, and options.
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 StockCharts cover a lot of the same ground (6 shared categories, including portfolio, watchlist, and calendar), so for the basics you won't go far wrong with either. Snowball Analytics simply does more: 18 categories to StockCharts's 9, including backtesting, dividends, and dividend tax / ADR withholding. StockCharts counters by keeping things simpler.
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Key differences at a glance
- Cheaper paid plan
- Snowball Analytics$6.67/mo vs $19.95/mo
- Broader coverage
- Snowball Analytics18 vs 9 categories
- Real-time data
- StockCharts
- Broker sync
- Snowball Analytics
- 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 StockCharts does best
- Create SharpCharts, ACP charts, Point & Figure charts, Seasonality charts, Relative Rotation Graphs, PerfCharts, and saved layouts.
- Use ChartLists as watchlists or portfolios and import symbols from CSV.
- Run custom scans on daily, weekly, or monthly bars.
- Create price alerts and advanced alerts that can notify through email, SMS, and in-platform messages during market hours.
- Free U.S.
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 $19.95/mo |
Free tier | Yes | Yes |
Free trial | 14 days | 30 days |
Plan limits | 22 limits: Free: portfolios: 1, Free: holdings: 10 +20 more | 14 limits: Basic: chart lists: 1, Basic: custom scans: 1 +12 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | Yes | No |
Integrations | Yodlee, SnapTrade +2 more | Tradier Brokerage and OptionsPlay |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +4 more | — |
Categories covered | 18 | 9 |
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 | 5 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +3 more |
Data partners | 3 partners: EODHD, SnapTrade +1 more | — |
Capabilities | 7 signals: Ranking backtests, Performance attribution +5 more | 3 signals: Custom formulas, Universe builder +1 more |
Security | 3 signals: Data residency: EU, Encryption at rest +1 more | — |
| Try it | Visit Snowball Analytics | Visit StockCharts |
Standout features
The best features of Snowball Analytics and StockCharts.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 StockCharts does best
- Create SharpCharts, ACP charts, Point & Figure charts, Seasonality charts, Relative Rotation Graphs, PerfCharts, and saved layouts.
- Use ChartLists as watchlists or portfolios and import symbols from CSV.
- Run custom scans on daily, weekly, or monthly bars.
- Create price alerts and advanced alerts that can notify through email, SMS, and in-platform messages during market hours.
- Free U.S.
All details
Every attribute we track for Snowball Analytics and StockCharts.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsBondsCommoditiesCurrenciesCryptosReal Estate+2 more | StocksETFsMutual FundsOptionsCommoditiesCryptos |
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 | 4 countries7 exchangesIdentifiers: Ticker |
| Data | ||
Data freshness | End of Day | Real-time15-min DelayedEnd of Day |
Data granularity | EOD | MinuteEOD |
Pricing sources | VendorManual | Not specified |
Data partners | EODHDSnapTradeYodlee | Not specified |
| Access & integrations | ||
Import methods | BrokerOAuthCSVManual | CSVManual |
Integrations | YodleeSnapTradeBinanceEODHD | Tradier BrokerageOptionsPlay |
Export formats | CSV | CSVImage |
| Plans & trust | ||
Security & compliance | Data residency: EUEncryption at restEncryption in transit | Not specified |
Capability signals | Ranking backtestsPerformance attributionBroker syncPortfolio attributionRebalancingMulti-currencyComposite performance | Custom formulasUniverse builderGreeks |
Vendor & support | Snowball Analytics SASCountry: FranceSupport: Email | StockCharts.com, Inc.Country: USFounded 1999Support: 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 | $19.95/mo“Basic”chart lists: 1 · custom scans: 1 · +2 more |
| Tier 2 | $149.99/yr≈ $12.50/mo“Investor”portfolios: 10 · holdings: Unlimited · +4 more | $29.95/mo“Extra”chart lists: 250 · custom scans: 200 · +3 more |
| Top plan | $249.99/yr≈ $20.83/mo“Expert”portfolios: Unlimited · holdings: Unlimited · +2 more | $49.95/mo“PRO”chart lists: 500 · custom scans: 500 · +3 more |
| Free trial | 14 days | 30 days |
Questions we keep getting
What's the difference between Snowball Analytics and StockCharts?
Snowball Analytics leans toward portfolio, watchlist, and backtesting, while StockCharts puts more weight on screeners, data visualizations, and alerts. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do Snowball Analytics and StockCharts cost?
Good news: both Snowball Analytics and StockCharts 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 StockCharts?
It depends on what you're after. Pick Snowball Analytics if backtesting and dividends matter to you; go with StockCharts 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 StockCharts cover?
Both cover stocks, ETFs, mutual funds, and commodities. Snowball Analytics also handles bonds, currencies, and real estate. StockCharts adds options on top.
Does Snowball Analytics or StockCharts have real-time data?
StockCharts offers real-time data, which matters if you trade actively. Snowball Analytics runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Snowball Analytics and StockCharts?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Snowball Analytics or StockCharts connect to my broker?
Snowball Analytics syncs with brokers automatically. With StockCharts, you're entering holdings by hand or importing files.
Which has a better stock screener: Snowball Analytics or StockCharts?
StockCharts 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 StockCharts?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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