Snowball Analytics
Dividend tracker with broker sync, a rebalancing calculator and 30 years of backtests. Free for 1 portfolio of 10 holdings.
Dividend investors who also like to test ideas will find a lot in Snowball Analytics. Next to a dividend calendar and dividend ratings, it has a rebalancing calculator, a fund X-ray and backtests going back 30+ years on the Investor plan. It syncs brokers through Yodlee, SnapTrade and Interactive Brokers from Starter up, or reads broker report files and CSV, and covers stocks, ETFs, funds, bonds, crypto and custom assets in 30+ currencies. The free plan is one portfolio with 10 holdings. One detail that matters if you own foreign dividend stocks: you can set the withholding-tax rate yourself.
Features at a glance
| Feature | Snowball Analytics |
|---|---|
| Pricing | Freemium |
| Tracking & data | |
| Manual entry | Yes |
| CSV / broker import. Import holdings and transactions from broker or exchange CSV files. | Yes |
| Automatic bank/broker sync. Connects to your bank or broker to pull holdings in automatically. | Yes |
| Multi-asset | Yes |
| Multi-currency | Yes |
| Dividend tracking | Yes |
| Dividend/income forecast. Projects future dividend income and shows an income calendar. | Partial |
| Tax reports | Partial |
| Analysis & insights | |
| AI portfolio analysis | Not supported |
| AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio. | Not supported |
| Portfolio health score. A single score rating diversification, concentration and other portfolio-health signals. | Not supported |
| Rebalancing & drift. Shows how far your allocation has drifted from target and how to correct it. | Yes |
| Goal & time-to-goal | Partial |
| Custom groupings / tags. Group holdings by your own dimensions (e.g. strategy, theme), not just asset class. | Partial |
| Return method (TWR/MWR). True time-weighted (TWR) and money-weighted (MWR/XIRR) return — not just a simple % change. | Yes |
| Benchmark & alpha. Compare returns against a benchmark, including alpha. | Yes |
| Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations. | Yes |
| Access & pricing | |
| Free tier | Yes |
| No account linking required. Works without connecting a bank login or aggregator. | 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. Share your portfolio publicly and follow other investors. | Yes |
| AI portfolio roast. A shareable AI roast: a frank critique of a portfolio. | Not supported |
Best for
Hands-on dividend investors with more than a handful of stocks who are ready to pay for analytics. With 10 free holdings, the free plan is a trial rather than a home for the whole portfolio.
Strengths
- Broker sync via Yodlee, SnapTrade or Interactive Brokers, plus CSV and broker reports
- A dividend calendar, dividend ratings and your own withholding-tax settings
- A rebalancing calculator and backtests over 30+ years
Trade-offs
- The free plan holds one portfolio with 10 holdings
- Broker sync and backtests need a paid plan
- English only, and no AI
Snowball Analytics vs PortfolioGlance
Snowball has backtesting, broker sync and native phone apps, and we have none of the three. Both apps calculate time-weighted returns and help you rebalance. We add a goal with an amount and a date, an AI assistant you can ask about your portfolio, and Polish and Turkish next to English. If you want to test a dividend strategy over decades of data, Snowball is the tool.
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Alternatives and rankings
This is our editorial review, not financial advice. Features and prices may have changed since we checked, so see the official site for the latest.