Snowball Analytics

Summary

Snowball Analytics helps retail investors plan and track investments, review portfolio performance and monitor dividends. It supports stocks, ETFs, funds, cash accounts and custom assets such as deposits and real estate, with coverage across more than 70 exchanges and 30 currencies. Users can connect automatically to over 1,000 brokers, import reports from 15 brokers, or bring in statements and CSV files. Portfolio analysis includes performance calculations accounting for fees, dividends and trades, alongside IRR, benchmarking, risk-adjusted returns, diversification and rebalancing tools. Dividend features include automatic tracking, a calendar, payout records, yield calculations and forecasting; dividend ratings are on paid plans. The Free plan includes one portfolio, 10 holdings, one custom holding and one watchlist. Registration comes with a 14-day trial without a credit card, after which users move to Free. Android, iOS and web access are available. Monthly plans start at 7.99 USD per month, with Investor at 14.99 USD per month and Expert at 24.99 USD per month. Snowball Analytics says it does not store broker credentials and encrypts user data.

Who it is for

It suits long-term retail investors who want an overview of investments across supported assets and broker connections. It may also help investors tracking dividend income or reviewing performance, risk and diversification.

Compared on portfolio management software

Free plan

Yessnowball-analytics.com

Paid from

$7.99/user/mosnowball-analytics.com

Asset class coverage

multi_asset_alternativessnowball-analytics.com

Performance reporting

Yessnowball-analytics.com

Allocation analysis

Yessnowball-analytics.com

Risk analysis

Yessnowball-analytics.com

Maximum portfolios

1 portfoliossnowball-analytics.com

Facts

Free plan limits

The Free plan includes 1 portfolio, 10 holdings, 1 custom holding, and 1 watchlist.snowball-analytics.com · 28 Sept 2026

Trial portfolio limit

During the trial, users can add only 2 portfolios.snowball-analytics.com · 28 Sept 2026

Trial expiration

After the trial, users are automatically switched to the Free plan.snowball-analytics.com · 28 Sept 2026

Data retention

Snowball Analytics says it does not remove user data without permission.snowball-analytics.com · 28 Sept 2026

Billing frequency

Subscriptions can be monthly or annual, charged once per selected term.snowball-analytics.com · 28 Sept 2026

Payment processor

Stripe handles payment processing and major credit cards are accepted.snowball-analytics.com · 28 Sept 2026

Cancellation policy

Subscriptions can be canceled anytime and will not renew after the paid term.snowball-analytics.com · 28 Sept 2026

Broker connections

The service supports automatic brokerage connections with over 1,000 brokers worldwide.snowball-analytics.com · 28 Sept 2026

Broker report imports

Users can import reports from 15 brokers.snowball-analytics.com · 28 Sept 2026

Market coverage

The service supports 70+ exchanges, 30+ currencies, and stocks, ETFs, and funds.snowball-analytics.com · 28 Sept 2026

Credential handling

Snowball Analytics says it does not store broker account credentials.snowball-analytics.com · 28 Sept 2026

Data encryption

User data is depersonalized and encrypted at rest.snowball-analytics.com · 28 Sept 2026

Portfolio sharing

Users can share portfolios with others and export holdings and transactions to CSV.snowball-analytics.com · 28 Sept 2026

Company identity

Snowball Analytics is Snowball Analytics SAS, registered in Lyon, France.snowball-analytics.com · 28 Sept 2026

Dividend features

Features include dividend tracking, calendars, ratings, growth analysis, and payout forecasting.snowball-analytics.com · 28 Sept 2026

Portfolio analysis

The service offers benchmarking, risk-adjusted returns, diversification, and rebalancing tools.snowball-analytics.com · 28 Sept 2026

Data disclaimer

The company says site data may not be real-time or accurate and is provided as-is.snowball-analytics.com · 28 Sept 2026

Purpose

Snowball Analytics is a service for retail investors to plan and track investments, monitor dividend payouts, and make investment decisions.snowball-analytics.com · 28 Sept 2026

Broker coverage

The service supports automatic brokerage connections with over 1,000 brokers.snowball-analytics.com · 28 Sept 2026

Supported assets

Users can track stocks, ETFs, funds, cash accounts, and custom assets such as deposits and real estate.snowball-analytics.com · 28 Sept 2026

Performance analytics

Portfolio performance calculations include fees, dividends, and trades, and the service provides IRR calculations, benchmarking, and metrics such as the Sharpe ratio.snowball-analytics.com · 28 Sept 2026

Dividend tools

Features include automatic dividend tracking, a dividend calendar, received-payout tracking, dividend yield and yield-on-cost calculations, and dividend ratings on paid plans.snowball-analytics.com · 28 Sept 2026

Broker integrations

Brokerages can connect read-only through Yodlee, SnapTrade, and Plaid, or users can import statements and CSV files.snowball-analytics.com · 28 Sept 2026

Security

Snowball Analytics says it does not store broker or crypto-account credentials; Yodlee connections are read-only, and stored data is depersonalized and encrypted in transit.snowball-analytics.com · 28 Sept 2026

Data deletion

After account deletion, Snowball Analytics says it immediately deletes database data, notifies aggregators to delete their data, and removes backup copies during the next purge cycle within 30 days.snowball-analytics.com · 28 Sept 2026

AI integration

MCP access is included with the Expert plan, while Ask Snowball Analytics is available on every plan; both are read-only and Snowball says it does not use submitted data to train models.snowball-analytics.com · 28 Sept 2026

Trial terms

Registration provides a 14-day free trial with paid features and no credit card requirement; after the trial, users are automatically switched to the Free plan.snowball-analytics.com · 28 Sept 2026

Target users

The company says its mission is to serve long-term retail investors who want a complete view of their investments.snowball-analytics.com · 28 Sept 2026

Support

The pricing page directs users to Snowball Analytics' Knowledge Base for popular questions, tutorials, and usage advice.snowball-analytics.com · 28 Sept 2026

Mobile apps

Snowball Analytics launched its mobile app in 2024, and its site links to iOS and Android app ratings.snowball-analytics.com · 28 Sept 2026

Company

Founded

2021snowball-analytics.com · 28 Sept 2026

Headquarters

Lyon, Francesnowball-analytics.com · 28 Sept 2026

Where it ranks on Everything Xiaomi

• Best Portfolio Management Software in 2026#5 of 81

Sources

• snowball-analytics.com/pricing· checked 28 Sept 2026
• snowball-analytics.com· checked 28 Sept 2026
• snowball-analytics.com/overview· checked 28 Sept 2026
• snowball-analytics.com/business· checked 28 Sept 2026
• snowball-analytics.com/docs/Security.pdf· checked 28 Sept 2026
• snowball-analytics.com/mcp· checked 28 Sept 2026
• snowball-analytics.com/about· checked 28 Sept 2026