Snowball Analytics is a portfolio tracker for dividend investors, with brokerage sync, dividend forecasting, and risk analytics. Compare plans and pricing.
Snowball Analytics is an investment portfolio tracker built for retail investors, with a particular focus on dividend income strategies. Users organize holdings into portfolios and customizable categories, importing transactions via Yodlee brokerage sync, supported broker reports, or CSV files. The platform supports stocks, funds, REITs, precious metals, currencies, and custom assets.
Its analytics dashboard covers portfolio value, invested capital, total profit, and internal rate of return (IRR), alongside historical performance charts benchmarked against indices. Dividend-focused tools include a dividend tracker with yield analysis, a proprietary dividend rating metric, a dividend calendar showing upcoming and ex-dividend dates, and historical dividend-growth visualizations. Portfolio-management features add target allocation planning, a rebalancing tool, and risk metrics such as Beta, Sharpe ratio, and Sortino ratio, plus cash and currency tracking.
Founded in 2021 by two investor-founders in Lyon, France who were frustrated with spreadsheet-based tracking, Snowball Analytics launched publicly in 2022, grew its team and user base in 2023, and released a mobile app in 2024. It offers a free plan alongside three paid tiers (Starter, Investor, Expert), each unlocking more portfolios, watchlists, and advanced analytics.