Snowball Analytics review
A dividend-focused portfolio tracker with broad analytics and a free entry plan.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Snowball Analytics pros and cons
- 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
Snowball Analytics fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update