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. 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
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 to start and leans on AI analysis, a health score and goal projection instead — 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.