Snowball Analytics vs Sharesight

Snowball Analytics8.9Visit Sharesight8.7Visit

Higher score Snowball Analytics #1 in Dividend Tracking Apps 8.9/10 Free plan · 14-day trial Free planFree trial✓ 0 of 3 features Visit site

vs

Sharesight #2 in Dividend Tracking Apps 8.7/10 Free plan · 14-day trial Free planFree trial✓ 0 of 3 features Visit Sharesight

• Snowball Analytics fits best

  Investors wanting dividend tools in a broad portfolio suite

• Sharesight fits best

  Investors prioritizing portfolio reporting and tax

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Side by side

Feature	Snowball Analytics 8.9/10 Visit ↗	Sharesight 8.7/10 Visit ↗
At a glance
Editor score	8.9	8.7
Ranking	#1 in Dividend Tracking Apps	#2 in Dividend Tracking Apps
Best for	Investors wanting dividend tools in a broad portfolio suite	Investors prioritizing portfolio reporting and tax
Pricing model	Free plan + paid	Free plan + paid
Starting price	$79.99/yr	$7/mo
Free plan	✓	✓
Free trial	14 days	14 days
Free trial length	14 days · no card needed	14 days · no card needed
Deployment	Cloud, Mobile	Cloud, Mobile
Platforms	Web, iOS, Android	Web, iOS, Android
Support	Email, Docs	Email, Live chat, Community, Docs
Compliance	GDPR	SOC 2, GDPR, 2FA
Integrations	1,000+ integrations	200+ integrations
Built for	Solo, Small business, Mid-market, Enterprise	Solo, Small business, Mid-market, Enterprise
Features Snowball Analytics 0/3 · Sharesight 0/3
Dividend calendar	Not checked yet	Not checked yet
Income projections	Not checked yet	Not checked yet
Reinvestment modeling	Not checked yet	Not checked yet
Specs
Supported markets	Not checked yet	Not checked yet
Portfolio import	Not checked yet	Not checked yet
Holding limit	Not checked yet	Not checked yet
Our review
Pros	Tracks dividend forecasts, calendars, and ratings alongside portfolio analytics Connects brokerage accounts and supports broker-report or CSV imports Analyzes allocation, diversification, performance, and portfolio risk	Automatic dividend, corporate-action and adjustment tracking Broker connections plus spreadsheet upload and manual trade entry Portfolio, allocation, risk, benchmarking and tax reports
Cons	Free plan is limited to 1 portfolio and 10 holdings Advanced analytics and larger portfolio limits require paid plans Broader portfolio focus may exceed the needs of dividend-only tracking	Free is limited to 1 portfolio and 10 holdings Starter caps holdings at 30; more capacity requires a higher tier Its feature emphasis is reporting and tax, not dividend forecasting
Our verdict	Snowball Analytics is a portfolio management and investment tracking service for retail investors, advisers, family offices, and portfolio managers. It brings dividend tracking, forecasting, a calendar, and ratings together with… Read the review →	Sharesight brings stocks, ETFs, funds, dividends, precious metals, cash and unlisted investments into an online portfolio tracker. Individual investors can connect a broker, upload holdings or enter trades manually, then review portfolio… Read the review →

Strengths and trade-offs

• Snowball Analytics — where it wins

  • Tracks dividend forecasts, calendars, and ratings alongside portfolio analytics
  • Connects brokerage accounts and supports broker-report or CSV imports
  • Analyzes allocation, diversification, performance, and portfolio risk

  Where it doesn't

  • Free plan is limited to 1 portfolio and 10 holdings
  • Advanced analytics and larger portfolio limits require paid plans
  • Broader portfolio focus may exceed the needs of dividend-only tracking

• Sharesight — where it wins

  • Automatic dividend, corporate-action and adjustment tracking
  • Broker connections plus spreadsheet upload and manual trade entry
  • Portfolio, allocation, risk, benchmarking and tax reports

  Where it doesn't

  • Free is limited to 1 portfolio and 10 holdings
  • Starter caps holdings at 30; more capacity requires a higher tier
  • Its feature emphasis is reporting and tax, not dividend forecasting

• Snowball Analytics8.9/10 · Free plan · 14-day trial

  A broad portfolio suite with dividend tools, imports, analytics, and mobile apps.

  Visit siteFull verdict →
• Sharesight8.7/10 · Free plan · 14-day trial

  A mature portfolio tracker with automatic dividends and reporting, but limited forecasting emphasis.

  Visit SharesightFull verdict →