Snowball Analytics

Snowball Analytics is a portfolio analysis service for retail investors who want to track investments and dividend income across accounts. It suits long-term investors who value broad broker coverage and a consolidated view. Its main trade-off is clear: the free tier is small, and market data is not guaranteed to be current or accurate.

Overview

Snowball Analytics combines performance, allocation, risk, and dividend tools for stocks, ETFs, funds, cash accounts, and custom assets such as deposits and real estate. Investors can connect accounts automatically or add holdings through broker reports and CSV files. That breadth is useful for consolidating a mixed portfolio, but the company says its data is provided as-is and may not be real-time or accurate; it should not be treated as a dependable live quote source.

Snowball Analytics SAS was founded in 2021 and is registered in Lyon, France. For other portfolio tools, see our Portfolio Management Software list.

Key features

Performance calculations account for fees, dividends, and trades, with IRR, benchmarks, risk-adjusted returns, and measures such as the Sharpe ratio. Allocation, diversification, risk, and rebalancing analysis help investors consider a portfolio as a whole rather than just follow individual positions. The Free plan limits benchmarking and rebalancing, so investors who want to use those tools regularly will need a paid tier.

Dividend tools cover automatic tracking, calendars, received payouts, yield and yield-on-cost calculations, growth analysis, and payout forecasts. Dividend ratings are reserved for paid plans. This is a strong fit for income-focused investors, although the data disclaimer still makes independent verification prudent.

Automatic connections reach more than 1,000 brokers worldwide; users can also import reports from 15 brokers or upload statements and CSV files. The service supports 70+ exchanges and 30+ currencies. Read-only connections use Yodlee, SnapTrade, and Plaid; Snowball says it does not store broker or crypto-account credentials and that data is depersonalized and encrypted. Portfolios can be shared, and holdings and transactions exported to CSV. Ask Snowball Analytics is available on every plan, while Expert adds read-only MCP access; the company says submitted data is not used to train models.

Pricing

The Free plan costs nothing, billed 0 forever. It includes one portfolio, 10 holdings, one custom holding, one watchlist, limited benchmarking, and a limited rebalance tool. That is enough to try a compact portfolio, but the one-portfolio and 10-holding ceilings quickly constrain investors with multiple accounts or broader holdings.

Starter costs $7.99 a month, billed monthly, and provides one portfolio, five custom holdings, and two watchlists. It raises the custom-holding and watchlist allowances but keeps the one-portfolio cap, making it a narrow upgrade for someone with a single portfolio rather than a solution for tracking several.

Investor costs $14.99 a month, billed monthly, and includes 10 portfolios and 10 watchlists. It is the more practical step for investors managing multiple portfolios, though it does not promise unlimited capacity. Expert costs $24.99 a month, billed monthly, with unlimited portfolios and holdings and 20 watchlists; it is aimed at users who need room to scale, as well as those who want MCP access.

Registration starts a 14-day trial with paid features and no credit card requirement. During the trial, users can add only two portfolios. At its end, the account switches automatically to Free. Subscriptions can be monthly or annual and are charged once per selected term; they can be canceled anytime and will not renew after the paid term. Stripe processes payments and accepts major credit cards. Snowball says it does not remove user data without permission; after account deletion it immediately deletes database data, requests deletion from aggregators, and removes backups during the next purge cycle within 30 days.

Platforms

Snowball Analytics runs on the web, Android, and iOS. That combination supports access on desktop and mobile, though no desktop application is among its listed platforms.

Who it's for

Choose Snowball Analytics if you are a long-term retail investor who wants one place to monitor performance, risk, allocation, and dividend income across a broad range of assets and broker connections. It is less suitable if you need a generous free tier, guaranteed real-time market data, or more than one portfolio without moving beyond Starter.

Pros and cons

Broad account coverage: Connections to over 1,000 brokers, imports from 15 brokers, and support for 70+ exchanges and 30+ currencies give investors several ways to consolidate holdings.

Useful whole-portfolio analysis: Fee-, dividend-, and trade-aware performance calculations sit alongside IRR, risk, allocation, benchmarking, and rebalancing tools.

Meaningful free-tier caps: One portfolio and 10 holdings make Free a limited starting point, not a comfortable fit for a larger or multi-account portfolio.

Data caveat: The company does not guarantee data is real-time or accurate, a material drawback for decisions that depend on current prices.

Alternatives

Stock Rover is another freemium option with a free plan, free trial, and web, mobile, and Windows platforms; choose it when basic individual-stock research and market monitoring are the priority.

Portfolio Performance offers a free open-source desktop application alongside a $3 a month Premium plan. It is the alternative to consider if a desktop application and open-source software matter more than Snowball's broker connections and dividend tools.

QPLIX is a paid alternative with web, mobile, desktop, API, and self-hosted platform options.

AlternativeSoft offers paid, tailored institutional modules with custom pricing; consider it if you need a module-based institutional product.

Sharesight has a free plan covering one portfolio and 10 holdings, including closed holdings, plus one custom group. It is worth comparing if that free allowance fits your needs.

Finary offers a free plan and a Finary Plus plan at €149.99 a year. Consider it if you prefer a yearly-priced alternative.

Enfusion is a paid alternative with a demo-based sales route and no commitment or contract required for the demo.

getquin offers a free plan with unlimited bank and broker connections, real-time financial data, and a net-worth overview; consider it if those priorities outweigh Snowball's analysis and dividend focus.

Verdict

Snowball Analytics is a good match for long-term retail investors who want broad broker connectivity and detailed portfolio and dividend analysis in one service. Its paid tiers provide a clear path beyond the restrictive Free plan, but the data caveat is important and Starter still allows only one portfolio. Look elsewhere if current market data is essential or you need substantial capacity without a paid plan.