VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

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Friday, December 26, 2025

Tool Comparison

Snowball Analytics vs Total Real Returns comparison

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

Quick takeaways

Snowball Analytics adds Portfolio, Watchlist, Backtesting, Dividend, Dividends, Dividend Tax / ADR Withholding, Calendar, Splits, News, Financials, Performance Attribution, Broker Connectors, and Compounding Calculator coverage that Total Real Returns skips.

Total Real Returns includes Data Visualizations categories that Snowball Analytics omits.

Snowball Analytics ships a mobile app. Total Real Returns is web/desktop only.

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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Total Real Returns

totalrealreturns.com

Web tool for CPI-U inflation-adjusted ("real") and nominal total return charts with dividends reinvested, plus returns tables and drawdowns (EOD; daily updates ~8pm ET).

Platforms

Web

Pricing

Free

Quick highlights

CPI-U inflation-adjusted "Total Real Return" charts with dividends reinvested (purchasing-power view).
Toggle inflation adjustment on/off (real vs. nominal dollars) on chart pages.
Compare multiple symbols on a single chart by entering comma-separated tickers.
Controls for custom date ranges and normalization modes (Start=1, End=1, IPO=1, Off).
Per-symbol performance breakdown includes overall return, exponential trendline/annualized rates (with R^2), growth of $10,000, annual returns, and drawdowns.

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Where they differ

Snowball Analytics

Distinct strengths include:

Portfolio Watchlist Backtesting Dividend Dividends Dividend Tax / ADR Withholding Calendar Splits

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.

Total Real Returns

Distinct strengths include:

Data Visualizations

CPI-U inflation-adjusted "Total Real Return" charts with dividends reinvested (purchasing-power view).
Toggle inflation adjustment on/off (real vs. nominal dollars) on chart pages.
Compare multiple symbols on a single chart by entering comma-separated tickers.
Controls for custom date ranges and normalization modes (Start=1, End=1, IPO=1, Off).

Feature-by-feature breakdown

Attribute	Snowball Analytics	Total Real Returns
Categories Which research workflows each platform targets	Shared: Risk Metrics Unique: Portfolio, Watchlist, Backtesting, Dividend, Dividends, Dividend Tax / ADR Withholding, Calendar, Splits, News, Financials, Performance Attribution, Broker Connectors, Compounding Calculator	Shared: Risk Metrics Unique: Data Visualizations
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Bonds, Commodities, Currencies, Cryptos, Real Estate, Funds, Other	Stocks, ETFs, Mutual Funds, Currencies
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate
Platforms Where you can access the product	Web, Mobile	Web
Pricing High-level pricing models	Free, Subscription	Free
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 CPI-U inflation-adjusted "Total Real Return" charts with dividends reinvested (purchasing-power view). Toggle inflation adjustment on/off (real vs. nominal dollars) on chart pages. Compare multiple symbols on a single chart by entering comma-separated tickers. Controls for custom date ranges and normalization modes (Start=1, End=1, IPO=1, Off). Per-symbol performance breakdown includes overall return, exponential trendline/annualized rates (with R^2), growth of $10,000, annual returns, and drawdowns. Instrument pages include common stocks, ETFs, mutual funds, and a USDOLLAR cash/currency series.
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 Total Real Returns both support?

Both platforms cover Risk Metrics workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Snowball Analytics and Total Real Returns require subscriptions?

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

Which tool has mobile access?

Snowball Analytics ships a dedicated mobile experience, while Total Real Returns focuses on web or desktop access.

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 Total Real Returns stands out for CPI-U inflation-adjusted "Total Real Return" charts with dividends reinvested (purchasing-power view)., Toggle inflation adjustment on/off (real vs. nominal dollars) on chart pages., and Compare multiple symbols on a single chart by entering comma-separated tickers..

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