Snowball Analytics Review (2026)
Snowball Analytics is a dividend-focused portfolio tracker with a dividend calendar, yield on cost and broker sync, for income investors who hold stocks, ETFs and funds. The one thing to know: the free plan covers 10 holdings and imports broker files, but automatic broker sync starts on Starter. Starter costs $7.99 a month or $79.99 a year, with a 14-day trial that needs no card.
By Wealthy Pot Editorial · Facts checked October 19, 2026
Facts checked October 19, 2026 against Snowball Analytics's own pricing, help and policy pages (10 sources, listed below). We re-check prices about once a month. We do not earn a commission from Snowball Analytics.
Snowball Analytics at a glance
| Free | $0; 1 portfolio, 10 holdings, 1 custom holding, 1 watchlist, dividend calendar, broker file import (no broker linking) [1] |
|---|---|
| Starter | $7.99 a month or $79.99 a year; 1 portfolio, unlimited holdings, 5 custom holdings, broker linking, full rebalance tool, dividend rating [1] |
| Investor | $14.99 a month or $149.99 a year; 10 portfolios, unlimited custom holdings, benchmark against any asset, 10 years of fundamentals, 30+ years of backtests [1] |
| Expert | $24.99 a month or $249.99 a year; unlimited portfolios, 20 watchlists, connection to AI apps (MCP) [1] |
| Free trial | 14 days on paid plans, no credit card, up to 2 portfolios; the account switches to Free when it ends [1] |
| Refunds | None, except where a plan has its own refund policy or the law requires one; cancelling stops the next renewal [4] |
| Broker sync | Read-only through Yodlee and SnapTrade, updated daily; paid plans only [7] |
| Broker count (Snowball says) | Automatic connections with over 1,000 brokers in the US, Europe, UK and Asia [2] |
| What it tracks | Stocks, ETFs and funds on 70+ exchanges in 30+ currencies, plus custom holdings such as deposits or real estate; crypto is not listed [1] |
| Returns | IRR (XIRR) and time-weighted return explained in its help center; returns include fees, dividends and trades [8] |
| Dividends | Automatic tracking, calendar, yield and yield on cost, custom withholding tax on all plans [1] |
| Price data | From EODHD; not necessarily real time [1] |
| Platforms | Web, iPhone and Android; CSV export of holdings and transactions on all plans [1] |
| Company | Snowball Analytics SAS, Lyon, France, founded 2021; Snowball says it tracks 200k+ portfolios [3] |
What Snowball Analytics costs
| Plan | Paying monthly, 1 year | Annual plan, 1 year | 3 years (cheapest way) | Annual plan saves |
|---|---|---|---|---|
| Free | $0 | - | $0 | - |
| Starter | $95.88 | $79.99 | $239.97 | $15.89 (17%) |
| Investor | $179.88 | $149.99 | $449.97 | $29.89 (17%) |
| Expert | $299.88 | $249.99 | $749.97 | $49.89 (17%) |
Our arithmetic from the listed prices, before sales tax, assuming today's prices hold; subscriptions can renew at a different rate. Prices are shown in US dollars to US visitors; visitors in Europe see the same numbers in euros. Snowball calls yearly billing 16% off, or 2 months free. Payments go through Stripe by card. After the 14-day trial the account drops to the free plan instead of charging you.
How Snowball Analytics works
You add holdings by importing a broker report (Snowball has guides for Fidelity, Robinhood and others), by hand, or on a paid plan by linking the broker. Linking runs through Yodlee or SnapTrade; Snowball syncs with them daily, and it says Yodlee pulls from the broker every few days while SnapTrade has a one-day delay, so new trades can take a while to show. The link is read-only and Snowball never sees your broker password.
The dividend side is the core: a calendar of upcoming payments, yield and yield on cost, a custom withholding tax setting for foreign dividends and, from Starter, a dividend rating. Snowball also offers a rebalancing tool, backtests on historical data and IRR and time-weighted return explanations in its help center. It does not advertise capital-gains or Form 8949 tax reports, so you still file from your broker's tax forms; our dividend tax guide covers how the payouts are taxed. Snowball Analytics SAS is a French company and keeps personal data in the EU; US visitors see prices in dollars.
A hypothetical setup: you hold 25 dividend stocks at two brokers and want them synced. Free stops at 10 holdings and has no broker linking, so you need at least Starter. Billed yearly it is $79.99; month to month it is $7.99 x 12 = $95.88, so yearly saves $15.89. Starter allows only 1 portfolio, so if you want each broker as its own portfolio, Investor (10 portfolios) costs $149.99 a year, $70 more.
Pros
- 14-day trial with no card, and it drops to Free instead of charging
- Dividend calendar, yield on cost and custom withholding tax on every plan
- Snowball says it never sells data and is funded only by subscriptions
- CSV export of holdings and transactions on all plans
Cons
- Broker sync is paid only
- Synced trades can lag by a day or more
- Crypto is not listed among supported assets
- No capital-gains tax reports advertised
Who Snowball Analytics fits, and who should skip it
A good fit if
- You invest for dividend income and want a payment calendar, yield on cost and income tracking.
- You want to try every paid feature for 14 days without entering a card.
- You want broker sync for under $80 a year.
Look elsewhere if
- You need capital-gains and taxable income reports: Sharesight has them.
- You hold crypto: Snowball does not list it; Delta tracks wallets and exchanges.
- You want broker sync free: Snowball charges for it; Yahoo Finance links US brokers on its free plan.
Limitations to know
- The free plan has 10 holdings and 1 portfolio, and it imports files instead of linking brokers. [1]
- Yodlee pulls from brokers every few days and SnapTrade runs a day behind, so synced data is not instant. [7]
- Snowball warns that its data is not necessarily real time or accurate. [1]
- There are no refunds unless a plan-specific policy or the law provides one. [4]
- Snowball is not a registered investment adviser or broker-dealer. [1]
Snowball Analytics compared with alternatives
| Tracker | Price | Sync and import | Platforms |
|---|---|---|---|
| Snowball Analytics | Free; Starter $7.99/mo or $79.99/yr, Investor $14.99 or $149.99, Expert $24.99 or $249.99 | Broker sync on paid plans (Yodlee, SnapTrade); file import on free | Web, iOS, Android |
| Sharesight | Free (10 holdings); Starter $7/mo yearly or $9.33 monthly; Standard $18 or $24; Premium $23.25 or $31 (USD) | Broker email forwarding, file import, some direct links; manual | Web, iOS, Android |
| Stock Events | Free (up to 15 stocks); Pro $7.99/mo or $49.99/yr; broker sync (Connect) $0.99/week extra | Broker sync $0.99/week extra (SnapTrade); manual on free | iOS, Android, Web |
| Yahoo Finance | Free portfolios; Bronze $9.95/mo ($95.40/yr), Silver $24.95/mo ($239.40/yr), Gold $49.95/mo ($479.40/yr) | US brokerage linking (Yodlee, Plaid); CSV import; manual | Web, iOS, Android |
| Delta | Free (10 assets fully shown); PRO $6.99/mo or $53.88/yr; PRO+ $13.99/mo, $107.88/yr or $299 lifetime | Unlimited broker, exchange and wallet links on all plans; CSV import | iOS, Android, Web |
- Pick Sharesight if you need dividend income and realized-gains reports and multi-currency returns.
- Pick Stock Events if you want a free dividend and earnings calendar for up to 15 stocks.
- Pick Yahoo Finance if you want free US brokerage linking and do not need dividend forecasts.
- Pick Delta if you hold crypto alongside stocks.
Security and privacy
- Broker links are read-only through Yodlee or SnapTrade, so Snowball cannot make transactions and does not see your broker credentials. [5]
- Snowball says: "We NEVER sell your data. Our service is funded solely by your subscription fee." [5]
- Personal data is stored in the European Union, with some service providers outside it under standard contract clauses. [6]
- The website uses Google Analytics and, only after you consent, advertising cookies from Google, Microsoft, Meta and Reddit. [6]
- AI features send de-identified portfolio data to OpenRouter, and neither Snowball nor its AI providers may train on your data. [6]
Recent changes
| Date | What changed |
|---|---|
| Jun 23, 2026 | Terms and privacy policy updated, adding AI processing through OpenRouter. [6] |
| May 25, 2024 | Archived pricing page shows the same prices as on October 19, 2026: $7.99, $14.99 and $24.99 a month, or $79.99, $149.99 and $249.99 a year. [10] |
Snowball Analytics FAQ
How much does Snowball Analytics cost?
Starter is $7.99 a month or $79.99 a year, Investor $14.99 or $149.99, and Expert $24.99 or $249.99. There is a free plan with 10 holdings, and a 14-day trial of paid plans with no card.
Is Snowball Analytics free?
Yes, for 1 portfolio and 10 holdings, with the dividend calendar and broker file import. Automatic broker sync needs Starter or higher.
Does Snowball Analytics sync with my broker?
On paid plans, through Yodlee and SnapTrade, read-only and updated daily. Snowball says it connects with over 1,000 brokers in the US, Europe, UK and Asia. On the free plan you import broker files instead.
Is Snowball Analytics safe?
Broker links are read-only through Yodlee or SnapTrade, so Snowball never sees your broker password and cannot trade. It says it never sells your data. It is a French company and stores personal data in the EU.
Snowball Analytics vs Sharesight?
Both track dividends. Snowball leans on dividend calendars, yield on cost and broker sync from $79.99 a year. <a href="/portfolio-trackers/sharesight/">Sharesight</a> leans on trade imports from broker emails and adds taxable income and realized-gains reports from $84 a year. Our <a href="/portfolio-trackers/">tracker comparison</a> lists both.
How we researched this review
We did not get paid or receive a free account for this page. We read Snowball Analytics's own pricing page, help center, security and privacy pages and app-store listing on October 19, 2026, quoted each fact from those pages, and link every one below. We did not run a long-term hands-on test, so we do not score the app; where a point rests on what the company says rather than something we can check, we attribute it to Snowball Analytics. Cost figures are our own arithmetic. We re-check prices and plans about once a month and log changes in the table above.
Sources
- Snowball Analytics, Pricing (plans, feature table and FAQ), checked October 19, 2026.
- Snowball Analytics, Home page, checked October 19, 2026.
- Snowball Analytics, About, checked October 19, 2026.
- Snowball Analytics, Terms of service (PDF), checked October 19, 2026.
- Snowball Analytics, Security (PDF), checked October 19, 2026.
- Snowball Analytics, Privacy policy (PDF, updated June 23, 2026), checked October 19, 2026.
- Snowball Help, Issues related to synchronising portfolios, checked October 19, 2026.
- Snowball Help, XIRR, checked October 19, 2026.
- Snowball Help, Import from Fidelity, checked October 19, 2026.
- Internet Archive, Snowball Analytics pricing captured May 25, 2024, checked October 19, 2026.
This review is for general information, not investment advice. A tracker shows what you hold; its returns and dividend forecasts are estimates. Prices change; check the vendor's site before you subscribe.