Snowball Analytics
Snowball Analytics helps retail investors plan and track investments, review portfolio performance and monitor dividends.
What Snowball Analytics is
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. Snowball Analytics says it does not store broker credentials and encrypts user data.
Good
- Supports stocks, ETFs, funds and custom assets.
- Automatic connections cover over 1,000 brokers.
- Includes dividend tracking and payout forecasting.
- 14-day trial requires no credit card.
Watch out
- Free plan is limited to one portfolio and 10 holdings.
- Trial allows only two portfolios.
- Site data may not be real-time or accurate.
- Dividend ratings are available on paid plans.
Who it suits
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.
Verdict
Snowball Analytics combines portfolio tracking, broker connections and dividend tools across web and mobile. The Free plan has firm portfolio and holding limits, while paid plans add capacity and features at listed monthly prices.
Plans and prices
From Snowball Analytics's own pricing page, checked 28 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Free | Free | For beginners and index fund investors; includes 1 portfolio and 10 holdings. · 1 portfolio · 10 holdings · 1 custom holding · 1 watchlist · limited benchmarking · limited rebalance tool · 0 forever |
| Investor | $149.99 a year | For established investors; 14-day free trial with no credit card. · 10 portfolios · unlimited holdings · unlimited custom holdings · 10 watchlists · full benchmarking · 30+ years backtests · 149.99 / year |
| Expert | $249.99 a year | For experts; no limits or restrictions; 14-day free trial with no credit card. · unlimited portfolios · unlimited holdings · unlimited custom holdings · 20 watchlists · MCP · 249.99 / year |
| Starter | $79.99 a year | 1 portfolio · unlimited holdings · 5 custom holdings · 2 watchlists · brokerage linking · weekly summary emails · 79.99 / year |
The facts
Each one read from Snowball Analytics's own pages, with the date it was checked.
What it does
- 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.checked 28 Sep 2026
- Allocation analysis
- Yeschecked 20 Sep 2026
- Asset class coverage
- multi_asset_alternativeschecked 20 Sep 2026
- Broker connections
- The service supports automatic brokerage connections with over 1,000 brokers worldwide.checked 28 Sep 2026
- Broker coverage
- The service supports automatic brokerage connections with over 1,000 brokers.checked 28 Sep 2026
- Broker integrations
- Brokerages can connect read-only through Yodlee, SnapTrade, and Plaid, or users can import statements and CSV files.checked 28 Sep 2026
- Broker report imports
- Users can import reports from 15 brokers.checked 28 Sep 2026
- Cancellation policy
- Subscriptions can be canceled anytime and will not renew after the paid term.checked 28 Sep 2026
- Credential handling
- Snowball Analytics says it does not store broker account credentials.checked 28 Sep 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.checked 28 Sep 2026
- Data disclaimer
- The company says site data may not be real-time or accurate and is provided as-is.checked 28 Sep 2026
- Data encryption
- User data is depersonalized and encrypted at rest.checked 28 Sep 2026
- Data retention
- Snowball Analytics says it does not remove user data without permission.checked 28 Sep 2026
- Dividend features
- Features include dividend tracking, calendars, ratings, growth analysis, and payout forecasting.checked 28 Sep 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.checked 28 Sep 2026
- Market coverage
- The service supports 70+ exchanges, 30+ currencies, and stocks, ETFs, and funds.checked 28 Sep 2026
Money
- Billing frequency
- Subscriptions can be monthly or annual, charged once per selected term.checked 28 Sep 2026
- Free plan
- Yeschecked 20 Sep 2026
- Free plan limits
- The Free plan includes 1 portfolio, 10 holdings, 1 custom holding, and 1 watchlist.checked 28 Sep 2026
The company
- Company identity
- Snowball Analytics is Snowball Analytics SAS, registered in Lyon, France.checked 28 Sep 2026
- Founded
- 2021checked 28 Sep 2026
- Headquarters
- Lyon, Francechecked 28 Sep 2026
Where it runs
- Maximum portfolios
- 1checked 20 Sep 2026
- Mobile apps
- Snowball Analytics launched its mobile app in 2024, and its site links to iOS and Android app ratings.checked 28 Sep 2026
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