Snowball Analytics
Dividend-focused tracker with broker connections, rebalancing and long-range backtesting.
Snowball Analytics is a dividend-focused portfolio tracker with a strong analytics bent. It connects to brokerages (via Yodlee, SnapTrade and Interactive Brokers) or imports broker report files, and covers stocks, ETFs, funds, bonds, crypto, commodities and custom assets in 30+ currencies. On top of tracking it adds dividend ratings, a rebalancing calculator, fund X-ray analysis and up to 30 years of backtesting.
Features at a glance
| Feature | Snowball Analytics |
|---|---|
| Pricing | Freemium |
| Tracking & data | |
| Manual entry | Yes |
| CSV / broker import | Yes |
| Automatic bank/broker sync | Yes |
| Multi-asset | Yes |
| Multi-currency | Yes |
| Dividend tracking | Yes |
| Dividend/income forecast | Partial |
| Tax reports | Partial |
| Analysis & insights | |
| AI portfolio analysis | Not supported |
| AI asset & market analysis | Not supported |
| Portfolio health score | Not supported |
| Rebalancing & drift | Yes |
| Goal & time-to-goal | Partial |
| Custom groupings / tags | Partial |
| Return method (TWR/MWR) | Yes |
| Benchmark & alpha | Yes |
| Backtesting & scenarios | Yes |
| Access & pricing | |
| Free tier | Yes |
| No account linking required | Partial |
| Open source | Not supported |
| Self-hostable | Not supported |
| Public API | Not supported |
| Platform & reach | |
| Mobile app | Yes |
| Multi-language | Not supported |
| Community & extras | |
| Public / social portfolios | Yes |
| AI portfolio review | Not supported |
Best for
Dividend and DIY investors who want deep analytics — rebalancing, backtesting and dividend ratings — and are happy to move to a paid plan once past the free 10-holding limit.
Strengths
- Broker connections plus CSV import and manual entry
- Strong dividend analytics — ratings, calendar and income tracking
- Rebalancing calculator and 30+ years of backtesting
- Free tier for a small portfolio (1 portfolio, 10 holdings)
Trade-offs
- Most analytics and broker linking need a paid plan
- No AI-driven analysis
- English-only interface
Snowball Analytics vs PortfolioGlance
Snowball is the stronger pick if you want dividend ratings, a rebalancing calculator and long-range backtesting, and do not mind a paid plan for broker sync. PortfolioGlance keeps its core free and leans on AI analysis, a health score and goal projection instead, with no holdings cap — but it has no backtesting engine and does not auto-sync brokers (you add holdings manually or by CSV).
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This overview is editorial and for information only — not financial advice or an endorsement. Features and pricing may have changed since publication; check the official site for the latest details.