Snowball Analytics

Overview

Snowball Analytics is a portfolio tracker and investment analysis service for retail investors who want performance and dividend information in one place. Its breadth of supported assets and broker connections is a strength, but the Free plan is tightly capped and the company cautions that its data may not be current or accurate.

Based in Lyon, France, Snowball Analytics SAS was founded in 2021. Investors can connect accounts, import reports or CSV files, or enter custom assets such as deposits and real estate alongside stocks, ETFs, funds, and cash accounts. For more options, see our Portfolio Management Software list.

Key features

Performance reporting accounts for fees, dividends, and trades, with IRR calculations, benchmarking, and measures such as the Sharpe ratio. Allocation, diversification, risk-adjusted return, and rebalancing tools add useful context for investors assessing a portfolio as a whole. The Free plan restricts benchmarking and rebalancing, so its analysis is more of an introduction than a complete toolkit.

Dividend features include automatic tracking, a calendar, received-payout records, yield and yield-on-cost calculations, growth analysis, and payout forecasts. Dividend ratings are available on paid plans. This makes the service particularly relevant to investors who monitor income, though its data disclaimer means payout and market information should not be treated as guaranteed real-time figures.

Snowball supports automatic connections with more than 1,000 brokers worldwide, and report imports from 15 brokers. Connections can use Yodlee, SnapTrade, or Plaid, and users can also import statements and CSV files. The wide broker reach may reduce manual entry, while importing offers a fallback when a direct connection is not suitable. Users can share portfolios and export holdings and transactions to CSV.

For security, the company says it does not store broker or crypto-account credentials; Yodlee connections are read-only, and stored data is depersonalized and encrypted in transit and at rest. Following account deletion, it says database data is deleted immediately, aggregators are notified to remove their data, and backup copies are removed in a purge cycle within 30 days. Ask Snowball Analytics is available on every plan; Expert adds MCP access. Both are read-only, and Snowball says submitted data is not used to train models.

Pricing

The Free plan costs nothing and includes one portfolio, 10 holdings, one custom holding, one watchlist, limited benchmarking, and a limited rebalancing tool. It suits beginners or index fund investors with a small portfolio, but the one-portfolio and 10-holding caps quickly constrain broader tracking.

Starter costs $7.99 a month and allows one portfolio, five custom holdings, and two watchlists. It adds room for custom assets and another watchlist, but keeps the one-portfolio ceiling, making it a modest upgrade rather than a fit for investors tracking several portfolios.

Investor costs $14.99 a month and includes 10 portfolios and 10 watchlists. It is the more practical tier for investors managing multiple accounts or strategies. Expert costs $24.99 a month and provides unlimited portfolios and holdings, 20 watchlists, and MCP access; it best suits users who need maximum portfolio capacity or the additional AI integration.

Subscriptions can be billed monthly or annually, with payment charged once per selected term. Prices above are monthly plan prices. A 14-day trial includes paid features, requires no credit card, and permits only two portfolios. When it ends, the account automatically moves to Free. Subscriptions can be canceled anytime and will not renew after the paid term. Stripe processes payments, and major credit cards are accepted. Snowball says it does not remove user data without permission.

Platforms

Snowball Analytics is available on web, Android, and iOS. Its mobile app launched in 2024, giving investors a mobile option alongside the web service.

Who it's for

Snowball is best suited to long-term retail investors who want to consolidate holdings across asset types and pay particular attention to performance, allocation, and dividends. Investors with more than 10 holdings, multiple portfolios, or a need for full benchmarking and rebalancing should weigh the paid tiers. Those who require dependable real-time market data should look elsewhere or verify figures independently, given the company's as-is data disclaimer.

Pros and cons

• Broad portfolio coverage: Stocks, ETFs, funds, cash, and custom assets can be tracked alongside connections to more than 1,000 brokers.
• Useful income analysis: Dividend calendars, payout tracking, yield calculations, and forecasts serve investors focused on portfolio income.
• Meaningful free entry point: One portfolio and 10 holdings let a beginner start without paying, but the single-portfolio and one-watchlist caps are restrictive as needs grow.
• Data caveat: The company says data may not be real-time or accurate, which limits its suitability as a sole source for investment decisions.

Alternatives

Sharesight is another freemium option with Android, iOS, web, and API access; its free tier also caps users at one portfolio and 10 holdings, including closed holdings, but allows one custom group.

Portfolio Performance offers a free open-source desktop application and is worth considering if a desktop app is the priority; its listed platforms also include Android, iOS, Linux, macOS, and Windows.

Stock Rover has a free plan for basic individual-stock research and market tracking, so it is an alternative for readers focused on those tasks rather than Snowball's multi-asset portfolio and dividend tools.

getquin is a freemium service on Android, iOS, and web whose free plan includes unlimited bank and broker connections, real-time financial data, a net-worth overview, and essential portfolio analysis.

rotki is a freemium alternative for Linux, macOS, Windows, or self-hosted use; its free plan includes 1,000 recent events and 10 user notes.

Wealthfolio offers several platform options, including iOS, desktop systems, self-hosting, and web. Its Basic plan costs $2.99 a month, supports one person and up to six devices with device sync, but does not include broker connections.

Temenos Wealth Front Office is a paid alternative available on web, API, and self-hosted platforms.

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

Verdict

Choose Snowball Analytics if you want one service for multi-asset tracking, portfolio analysis, and dividend monitoring, and its paid portfolio limits fit your needs. Its broker reach and income tools are compelling; the main reasons to look elsewhere are the tight Free-plan caps and the warning that data may not be real-time or accurate.