Snowball Analytics
Snowball Analytics: A dividend-focused portfolio tracker with broad analytics and a free entry plan. Ranked #33 of 81 in Portfolio Management Software by our editors (6.1/10); pricing: Free plan · 14-day trial; best for dividend-focused investors wanting analytics.
At a glance
- Editor score6.1 / 10
- PricingFree plan · 14-day trial
- Best forDividend-focused investors wanting analytics
- Free planYes
- Paid from$79.99/yr
- Asset class coverageMulti_asset_alternatives
- Founded2021 · Lyon, France
- Facts checked20 Sep 2026
Where it wins
- Tracks dividends, forecasts, calendars, and dividend ratings
- Combines performance, IRR, allocation, risk, and benchmarking analytics
- Supports stocks, funds, cash, currencies, metals, real estate, and custom assets
Where it doesn't
- The Free plan is limited to 1 portfolio and 10 holdings
- Starter limits users to 5 custom holdings and 2 watchlists
- Advanced capabilities require paid plans starting at $7.99 per month
Our verdict on Snowball Analytics
Snowball Analytics is a portfolio management and investment tracking service for retail investors, advisers, family offices, and portfolio managers. It brings together brokerage accounts and imported broker reports or CSV files, then tracks stocks, ETFs, funds, REITs, precious metals, currencies, cash accounts, real estate, and other custom assets. Its strongest fit is for dividend-focused investors who want income tracking alongside performance, allocation, and risk analysis. The service is available on web, iOS, and Android.
Pricing is structured around a free plan and three paid levels. Free supports 1 portfolio, 10 holdings, 1 custom holding, 1 watchlist, stocks, ETFs, funds, and a dividend calendar. Starter costs $7.99 per month or $79.99 per year and adds unlimited holdings, 5 custom holdings, 2 watchlists, brokerage linking, advanced rebalancing, and weekly summary emails. Investor costs $14.99 per month or $149.99 per year and adds 10 portfolios, unlimited custom holdings, 10 watchlists, portfolio reports, and full benchmarking. Expert costs $24.99 per month or $249.99 per year, with unlimited portfolios, 20 watchlists, MCP access, and advanced portfolio analytics. A 14-day free trial is also available.
The feature set goes well beyond basic holdings views. Snowball Analytics calculates multi-period returns, IRR, beta, Sharpe ratio, Sortino ratio, diversification, dividend ratings, target allocations, rebalancing recommendations, and historical backtests. Users can create reports, export CSV files, share portfolios, and ask AI-assisted questions through Ask Snowball Analytics and MCP. Brokerage connections and imports are supported through Yodlee, SnapTrade, Plaid, broker reports, and CSV files. Choose Snowball Analytics if dividend analysis and multi-asset portfolio insight matter more than a simple tracker; choose an alternative if your workflow centers on a narrower platform ecosystem or only basic holdings monitoring.
Your product? Our editors can test Snowball Analytics in depth and publish a review, labelled as paid · from $149/mo →
Snowball Analytics pricing
All 4 Snowball Analytics plans and prices →
Snowball Analytics fact sheet
| Free plan | Yes |
|---|---|
| Paid from | $79.99/yr |
| Asset class coverage | Multi_asset_alternatives |
| Performance reporting | Yes |
| Allocation analysis | Yes |
| Risk analysis | Yes |
| Tax-lot tracking | Not verified |
| Maximum portfolios | 1 portfolios |
| Free trial | 14 days · no card needed |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | GDPR |
| Support | Email, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 1,000+ integrations: Yodlee, SnapTrade, Plaid |
| Pricing | Free plan · 14-day trial (source) |
| Website | snowball-analytics.com |
| Facts checked | 20 Sep 2026 |
Snowball Analytics integrations
Snowball Analytics lists 1,000+ integrations on its own site — the 3 named here are the ones its pages call out.
- Yodlee
- SnapTrade
- Plaid
Alternatives to Snowball Analytics
- BlackRock AladdinA multi-asset platform for institutions that need portfolio, risk, trading and reporting workflows.9.4
- Bloomberg AIMA broad portfolio and operations platform for enterprise investment managers.9.3
- Morningstar OfficeA mature advisor platform combining portfolio operations, reporting, research, and billing.9.2
See all Snowball Analytics alternatives →
Also Ranked In
Snowball Analytics is ranked in 4 of our directories.
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Featured on iTechGuides
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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