VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Tuesday, October 28, 2025

Tool Comparison

Snowball Analytics vs ValueSense comparison

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

Quick takeaways

Snowball Analytics adds Portfolio, Dividend, Dividends, Splits, Financials, and Broker Connectors coverage that ValueSense skips.

ValueSense includes Stock Ideas, Data Visualizations, Quant, Money Flow, Valuation Models, Transcripts, Insider Data, 13F, Research Templates, Shared Workspaces, AI, and AI Earnings Summary categories that Snowball Analytics omits.

Snowball Analytics ships a mobile app. ValueSense is web/desktop only.

In depth comparison

Snowball Analytics

snowball-analytics.com

Portfolio & dividend tracker with multi-currency support and broker syncing via Yodlee/SnapTrade. Dividend Rating (13-factor score), dividend/ex‑div calendars, rebalancing by categories, benchmarking (indices or any asset on paid tiers), and 30+ years backtests. Quotes are delayed; site explicitly notes data is not necessarily real‑time. Mobile apps on iOS/Android.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

Automatic dividend tracking, dividend & ex‑dividend calendars, and forward income forecasting.
Dividend Rating (proprietary 0–100 score across 13 fundamental criteria) and a Top Dividend Stocks screener.
Portfolio rebalancing based on target categories; one‑click buy/sell suggestions.
Benchmarking vs major indices on lower tiers; benchmark to any asset on higher tiers.
Backtests for portfolio ideas (10 years on lower tiers; 30+ years on Investor/Expert).

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ValueSense

valuesense.io

ValueSense is a web research platform focused on fundamental equity analysis, intrinsic valuation, KPI/segment data, and AI‑aided earnings summaries. It includes a global stock screener (country/exchange filters), backtest charting, institutional/insider ("smart money") dashboards, a KPI-aware charting studio, and a workspace/public gallery for sharing screeners, charts, dashboards and valuation calculators. Exports include Excel/CSV/PDF and PNG chart images.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators.
AI-powered earnings overviews that summarize transcripts into structured highlights/visuals.
Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500.
Smart Money Analysis: institutional (13F) and insider transaction tracking, plus options sentiment indicators.
KPI & segments data (e.g., product/geo/segment revenue, operating income by segment) with 10+ years of history and quarterly/LTM modes.

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Where they differ

Snowball Analytics

Distinct strengths include:

Portfolio Dividend Dividends Splits Financials Broker Connectors

Automatic dividend tracking, dividend & ex‑dividend calendars, and forward income forecasting.
Dividend Rating (proprietary 0–100 score across 13 fundamental criteria) and a Top Dividend Stocks screener.
Portfolio rebalancing based on target categories; one‑click buy/sell suggestions.
Benchmarking vs major indices on lower tiers; benchmark to any asset on higher tiers.

ValueSense

Distinct strengths include:

Stock Ideas Data Visualizations Quant Money Flow Valuation Models Transcripts Insider Data 13F

Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators.
AI-powered earnings overviews that summarize transcripts into structured highlights/visuals.
Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500.
Smart Money Analysis: institutional (13F) and insider transaction tracking, plus options sentiment indicators.

Feature-by-feature breakdown

Attribute	Snowball Analytics	ValueSense
Categories Which research workflows each platform targets	Shared: Watchlist, Backtesting, Calendar, Screeners, Scores, News Unique: Portfolio, Dividend, Dividends, Splits, Financials, Broker Connectors	Shared: Watchlist, Backtesting, Calendar, Screeners, Scores, News Unique: Stock Ideas, Data Visualizations, Quant, Money Flow, Valuation Models, Transcripts, Insider Data, 13F, Research Templates, Shared Workspaces, AI, AI Earnings Summary
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Bonds, Cryptos, Real Estate	Stocks, ETFs
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile	Web
Pricing High-level pricing models	Free, Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Automatic dividend tracking, dividend & ex‑dividend calendars, and forward income forecasting. Dividend Rating (proprietary 0–100 score across 13 fundamental criteria) and a Top Dividend Stocks screener. Portfolio rebalancing based on target categories; one‑click buy/sell suggestions. Benchmarking vs major indices on lower tiers; benchmark to any asset on higher tiers. Backtests for portfolio ideas (10 years on lower tiers; 30+ years on Investor/Expert). Multi‑portfolio analytics, watchlists, model & public portfolios.	Unique Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators. AI-powered earnings overviews that summarize transcripts into structured highlights/visuals. Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500. Smart Money Analysis: institutional (13F) and insider transaction tracking, plus options sentiment indicators. KPI & segments data (e.g., product/geo/segment revenue, operating income by segment) with 10+ years of history and quarterly/LTM modes. Stock charting for fundamentals & KPIs with multi‑view layouts; PNG export.
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 ValueSense both support?

Both platforms cover Watchlist, Backtesting, Calendar, Screeners, Scores, and News workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Snowball Analytics and ValueSense require subscriptions?

Both Snowball Analytics and ValueSense 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 ValueSense focuses on web or desktop access.

What unique strengths set the two platforms apart?

Snowball Analytics differentiates itself with Automatic dividend tracking, dividend & ex‑dividend calendars, and forward income forecasting., Dividend Rating (proprietary 0–100 score across 13 fundamental criteria) and a Top Dividend Stocks screener., and Portfolio rebalancing based on target categories; one‑click buy/sell suggestions., whereas ValueSense stands out for Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators., AI-powered earnings overviews that summarize transcripts into structured highlights/visuals., and Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500..

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