Tool Comparison
Snowball Analytics vs YCharts
- Paid from
- $6.67/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $6.67/mo instead of $250/mo
- You do a lot of your research from your phone
- Paid from
- $250/mo
- Free plan
- No
- Platforms
- Web, Desktop
Best if
- You want screeners, stock comparison, and ETF comparison.
Pick Snowball Analytics if
Snowball Analytics
Free • From $79.99/yr · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $6.67/mo instead of $250/mo
- You do a lot of your research from your phone
Pick YCharts if
YCharts
From $3000/yr · Web · Desktop
- You want screeners, stock comparison, and ETF comparison.
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 YCharts cover a lot of the same ground (9 shared categories, including portfolio, watchlist, and alerts), so for the basics you won't go far wrong with either. Snowball Analytics includes backtesting and dividends, and YCharts includes screeners and stock comparison.
What readers say
Snowball Analytics
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Key differences at a glance
- Free plan
- Snowball Analytics
- Cheaper paid plan
- Snowball Analytics$6.67/mo vs $250/mo
- Mobile app
- Snowball Analytics
- Desktop app
- YCharts
- Beginner friendly
- Snowball Analytics
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 YCharts does best
- Tools for building client-ready charts, scatter plots, technical charts, economic overlays, ratios, spreads, correlations, annotations, and branded visuals.
- Comparison tools for stocks, funds, ETFs, portfolios, and models with Comp Tables, custom scoring, exports, and client-ready PDFs.
- Stock and fund screeners, dashboards, watchlists, alerts, and market-monitoring workflows for advisor and analyst research.
- Create proposals, talking points, report templates, risk profiles, custom disclosures, and firm-branded client materials.
- Portfolio Optimizer, Scenarios, Interactive Analysis, Monte Carlo workflows, stress tests, and transition tax analysis where included by tier.
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 | From $3000/yr |
Free tier | Yes | No |
Free trial | 14 days | 7 days |
Plan limits | 22 limits: Free: portfolios: 1, Free: holdings: 10 +20 more | 9 limits: Analyst: additional seat annual usd: 1,500, Presenter: additional seat annual usd: 2,400 +7 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | Yes | Yes |
Integrations | Yodlee, SnapTrade +2 more | Addepar, Advyzon +15 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +4 more | Financial Advisors, RIAs / Wealth Firms +2 more |
Categories covered | 18 | 20 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | 6 signals: Latency: End of Day, Granularity: EOD +4 more | — |
Data partners | 3 partners: EODHD, SnapTrade +1 more | 3 partners: Morningstar, S&P Global Market Intelligence +1 more |
Capabilities | 7 signals: Ranking backtests, Performance attribution +5 more | 6 signals: Stress tests: EquityCrash, Monte Carlo +4 more |
Security | 3 signals: Data residency: EU, Encryption at rest +1 more | 4 signals: SOC2, Status page +2 more |
| Try it | Visit Snowball Analytics | Visit YCharts |
Standout features
The best features of Snowball Analytics and YCharts.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 YCharts does best
- Tools for building client-ready charts, scatter plots, technical charts, economic overlays, ratios, spreads, correlations, annotations, and branded visuals.
- Comparison tools for stocks, funds, ETFs, portfolios, and models with Comp Tables, custom scoring, exports, and client-ready PDFs.
- Stock and fund screeners, dashboards, watchlists, alerts, and market-monitoring workflows for advisor and analyst research.
- Create proposals, talking points, report templates, risk profiles, custom disclosures, and firm-branded client materials.
- Portfolio Optimizer, Scenarios, Interactive Analysis, Monte Carlo workflows, stress tests, and transition tax analysis where included by tier.
All details
Every attribute we track for Snowball Analytics and YCharts.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsBondsCommoditiesCurrenciesCryptosReal Estate+2 more | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsGrowth Investors | Financial AdvisorsRIAs / Wealth FirmsAsset ManagersAnalysts |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker and CUSIP |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
Pricing sources | VendorManual | Not specified |
Data partners | EODHDSnapTradeYodlee | MorningstarS&P Global Market IntelligenceMoody's |
| Access & integrations | ||
Import methods | BrokerOAuthCSVManual | CSVCustodianManual |
Integrations | YodleeSnapTradeBinanceEODHD | AddeparAdvyzonAvisoBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebal+9 more |
Export formats | CSV | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | Data residency: EUEncryption at restEncryption in transit | SOC2Status pageEncryption at restEncryption in transit |
Capability signals | Ranking backtestsPerformance attributionBroker syncPortfolio attributionRebalancingMulti-currencyComposite performance | Stress tests: EquityCrashMonte CarloPortfolio attributionCorrelationModel portfoliosClient reporting |
Vendor & support | Snowball Analytics SASCountry: FranceSupport: Email | YCharts, Inc.Country: United StatesSupport: Email, Phone, and Chat |
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 | — |
| Entry paid plan | $79.99/yr≈ $6.67/mo“Starter”portfolios: 1 · holdings: Unlimited · +4 more | $3000/yr≈ $250/mo“Analyst”additional seat annual usd: 1,500 |
| Tier 2 | $149.99/yr≈ $12.50/mo“Investor”portfolios: 10 · holdings: Unlimited · +4 more | $6300/yr≈ $525/mo“Professional”additional seat annual usd: 3,600 |
| Top plan | $249.99/yr≈ $20.83/mo“Expert”portfolios: Unlimited · holdings: Unlimited · +2 more | Subscription“Presenter”additional seat annual usd: 2,400 |
| Custom / enterprise | — | Contact sales“Enterprise” |
| Free trial | 14 days | 7 days |
Questions we keep getting
What's the difference between Snowball Analytics and YCharts?
Snowball Analytics leans toward portfolio, watchlist, and backtesting, while YCharts puts more weight on screeners, stock comparison, and ETF comparison. They overlap in 9 categories, so for most people it comes down to workflow preference and price.
Is Snowball Analytics or YCharts free to use?
Snowball Analytics has a free tier, so you can get started without paying anything. YCharts is paid-only. If budget matters, start with Snowball Analytics and see how far it takes you before opening your wallet.
Which is better for beginners: Snowball Analytics or YCharts?
Snowball Analytics is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use Snowball Analytics or YCharts on my phone?
Snowball Analytics lists a dedicated mobile app, so it travels better. YCharts doesn't list a dedicated mobile app; its documented access is web and desktop.
Should I choose Snowball Analytics or YCharts?
It depends on what you're after. Pick Snowball Analytics if backtesting and dividends matter to you; go with YCharts if you'd rather have screeners and stock comparison. And if you only need the basics both share, let price decide.
What asset classes do Snowball Analytics and YCharts cover?
Both cover stocks, ETFs, mutual funds, and bonds. Snowball Analytics also handles commodities, currencies, and real estate. YCharts adds closed-end funds on top.
Can I export data from Snowball Analytics and YCharts?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Snowball Analytics or YCharts 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 YCharts?
YCharts 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 YCharts?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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