★★★★★
4.8 on the App Store & Google Play · 6,500+ ratings
The dividend tracking app that plans your passive income
No more spreadsheets, no more guesswork. One accurate picture of your allocation, true performance (TWR/IRR), and net worth — synced automatically from 1,000+ brokerages
1,000+
BROKERS
70+
EXCHANGES
6,500+
app raitings
1,000+
BROKERS
70+
EXCHANGES
6,500+
app raitings
What is Snowball Analytics? Snowball Analytics is a comprehensive portfolio tracker and wealth management platform for investors. It automates portfolio monitoring across 1,000+ brokers and 70+ exchanges — analyzing true investment performance (TWR/IRR), tracking asset allocation, and generating precise financial reports and future net worth forecasts. Plans start free; paid plans run from $7.99/month.
Category: Finance app
Best for: serious retail & FIRE investors
Brokers: 1,000+
Exchanges: 70+
Price: Free – $24.99/mo
Rating: 4.8★ (6,500+)
Platforms: Web, iOS, Android
1,000+ INTEGRATIONS
Sync your entire net worth automatically or import in seconds
Snowball Analytics connects seamlessly with major US and international brokerages through Plaid, Yodlee, and SnapTrade — or lets you drag-and-drop statements easily.
Fidelity
Auto-Sync
Charles Schwab
Auto-Sync
Vanguard
Auto-Sync
Interactive Brokers
Auto-Sync
Robinhood
Auto-Sync
E*TRADE
Auto-Sync
Webull
Auto-Sync
Merrill Edge
Auto-Sync
M1 Finance
Auto-Sync
SoFi
Auto-Sync
TradeStation
Auto-Sync
Ally Invest
Auto-Sync
Wealthfront
Auto-Sync
Chase
Auto-Sync
Trading 212
Auto-Sync
Fidelity
Auto-Sync
Charles Schwab
Auto-Sync
Vanguard
Auto-Sync
Interactive Brokers
Auto-Sync
Robinhood
Auto-Sync
E*TRADE
Auto-Sync
Webull
Auto-Sync
Merrill Edge
Auto-Sync
M1 Finance
Auto-Sync
SoFi
Auto-Sync
TradeStation
Auto-Sync
Ally Invest
Auto-Sync
Wealthfront
Auto-Sync
Chase
Auto-Sync
Trading 212
Auto-Sync
Automated Daily Sync
Your holdings, asset values, trades, and cash balances update automatically with no manual maintenance required
File & Spreadsheet Import
Import trading history easily using CSV, Excel, or PDF statements if your brokerage or country is not supported via API
Read-Only Encryption
Bank-grade 256-bit SSL encryption via Yodlee, Plaid and SnapTrade. Connections are strictly read-only
Portfolio tracking, automated
Connect your accounts once and Snowball Analytics builds your complete wealth dashboard. No spreadsheets, no manual entry, no fragmented data.
Automated brokerage sync
Drop the manual data entry. Connect securely via Plaid, Yodlee, or SnapTrade, and we automatically pull in your trade history, detect every asset, and organize your portfolio.
Supports 1,000+ global brokerages
Consolidate unlimited accounts
Secure, read-only connections
Dividend calendar & forecast
Know exactly how much passive income you'll receive and when. Our visual calendar tracks upcoming ex-dividend dates, while the forecasting engine projects your payouts years into the future.
Interactive monthly dividend calendar
Accurate future income projections
Track upcoming ex-dividend dates
True performance & advanced reporting
Go beyond simple price changes. Snowball Analytics calculates your actual returns, factoring in deposits, withdrawals, fees, and dividends, delivered in professional reports.
Time-Weighted Return (TWR)
Internal Rate of Return (IRR)
Benchmark comparisons (e.g. S&P 500)
Net worth & FIRE tracking
Set custom targets for your total net worth and passive income. Watch your portfolio grow and see exactly how close you are to financial independence.
Track net worth milestones
Monitor passive income coverage
Visual progress bars on your dashboard
Dividend screener
Discover your next income powerhouse. Filter equities, ETFs, and REITs across global exchanges using criteria tailored for dividend investors.
Filter by yield and payout ratio
Search 70+ global exchanges
Find dividend growth stocks
Dividend risk
Avoid over-concentrating in single sectors or high-risk stocks. Visualize your asset allocation and assess the safety of your dividend income to avoid yield traps.
Sector and asset class breakdown
Holding concentration assessment
Identify vulnerable payouts
Rebalancing
Keep your portfolio perfectly balanced without daily monitoring. Get notified when your asset allocation drifts from your target weights or when it's time to utilize the rebalancing tool.
Asset allocation drift
Rebalancing calculator
Portfolio Lab
Analyze your entire wealth in one place
Everything you need to track, optimize, and grow your investment portfolio.
Desktop only
DRIP & compounding
See the compounding effect of your dividend reinvestment plans, and exactly how your income snowballs over the next 10–20 years.
Dividend ranking & safety
Snowball Analytics ranks the financial health and payout ratio of every dividend-paying holding — a clear dividend ranking that helps you build safer income and steer clear of yield traps.
Yield on Cost (YOC)
Track the real dividend performance of your long-term, dividend-paying holdings with accurate Yield-on-Cost and historical data.
Snowball Analytics vs. a spreadsheet vs. your broker app
Why modern investors switch from spreadsheets to automatic portfolio tracking
Capability
DIY spreadsheet
Basic broker app
Snowball Analytics
Auto-sync multiple brokers
One broker
Advanced performance (TWR & IRR)
Partial
Asset allocation & risk analysis
Manual
Global assets & exchanges
Manual
70+ exchanges
Dividend & income tracking
Manual
Custom watchlists & backtests
Basic
Upkeep time each month
Hours
n/a
Minutes
Go beyond basic dividend tracking
Snowball Analytics handles complex global portfolios on a single unified dashboard.
Global coverage
US stocks, international equities, ETFs, funds and custom assets in one dashboard.
Full wealth picture
Roll up every income stream — dividends, interest and custom payouts — into one monthly and annual total.
Spot top earners
Compare growth rates across asset classes side-by-side to sharpen your long-term FIRE strategy.
Rated by thousands of investors
Start free for 14 days with full access. Keep the Free plan forever — no credit card, ever.
“Snowball Analytics is fabulous. All my investments together. Masses of info in beautifully presented interface. Support is swift and first class too. Don’t know how I managed without it!”
SD
Steve Deer
United Kindom · Trustpilot
“In response to my incessant questions they provided detailed written responses as well as an enlightening product video. The support team should be lauded for their knowledge and patience with a learning subscriber.”
DS
Jim Prohaska
United States · Trustpilot
“Fantastic app and Windows interface. Great if you have more than one account at different institutions. Exceptional at tracking past and future performance. The new function breaking out holdings inside ETFs and mutual funds is informative. Highly recommend!”
VC
Verified customer
United States · Trustpilot
Their disciplined workflow and proactive communication made the entire experience smooth and efficient. The final result reflected a deep understanding of our needs and delivered measurable value.
DS
Harry G
Netherlands · Trustpilot
“The Snowball Analytics portfolio tracker software is a winner. Easy to set up and understand. It has very robust analytics reporting capabilities. It also calculates Total Return for portfolios — not just price change. That methodology is usually only found in much more expensive software. Customer support is solid — knowledgeable, quick and helpful.”
DS
Dale S.
United States · Trustpilot
Simple pricing for every investor
Start free for 14 days with full access. Keep the Free plan forever — no credit card, ever.
No lock-in. Upgrade or downgrade whenever you like. We never delete your data — and never store your broker credentials
Explore the Snowball Analytics ecosystem
Dive deeper into the tools behind the tracker — from stock analysis to dividend planning
Your portfolio dashboard, anywhere
Take control of your investments with the Snowball Analytics mobile app. Everything you love about the web tracker, fully optimized for your smartphone.
★★★★★
4.8
~4,200 ratings
★★★★★
4.8
~2,300 ratings
Home screen widgets for portfolio, performance, and gainers
Push notifications for market events
Track your FIRE progress and net worth goals
Deep dive into asset allocation & risk analytics
Secure, automated brokerage sync on the go
Dividend tracker
Automatically track payouts, calculate Yield on Cost, and project future passive income.
Dividend rating
Avoid yield traps. Analyze financial health,payout ratio and sustainability.
Stock tracker
Monitor individual equities, price movements and 10-year company fundamentals.
Dividend calendar
See exactly when payouts hit your account across all global holdings.
Dividend calculator
Project future passive income, simulate DRIP scenarios and visualize compounding.
Ex-dividend calendar
Plan trades around upcoming ex-dividend dates to capture the next payout.
The complete guide to tracking your portfolio with Snowball Analytics
A portfolio tracker connects to your brokerage accounts and automatically monitors your assets, net worth, and performance — so you always know exactly how your investments are doing. Snowball Analytics does this for stocks, ETFs, crypto, and custom assets across 70+ exchanges, offering the institutional-grade analytics that serious retail investors rely on.
Why track your portfolio automatically instead of in a spreadsheet?
Spreadsheets break the moment your investments get interesting — multiple brokers, fractional shares, DRIPs, and frequent deposits. Snowball Analytics calculates your true annualized return using time-weighted return (TWR) and internal rate of return (IRR), factoring in fees and cash flows automatically.
How do you set up a portfolio tracker?
Setup takes a few minutes: create a free account, connect your brokerage through Yodlee, Plaid or SnapTrade (read-only), and Snowball Analytics imports your holdings and trade history.
How does Snowball Analytics track asset allocation and risk?
Snowball Analytics categorizes your holdings by asset class, geography, and specific market sectors. If you hold ETFs, the lookthrough feature exposes the underlying companies inside those funds.
Can I benchmark my performance?
Yes. You can benchmark your overall portfolio return against major indices like the S&P 500, specific ETFs, or even inflation metrics.
Who is Snowball Analytics best for?
It's built for serious investors — dividend investors, FIRE planners, and anyone managing a multi-asset strategy across several accounts who demands precise performance reporting.
Frequently asked questions
A dividend tracker is a specialized tool that monitors your dividend income, dividend yields, payment schedules, and reinvestment growth across all your brokerage accounts. Unlike basic brokerage apps that only show historical payouts, Snowball Analytics calculates your forward annual dividend income (PADI), projects future cash flow, and monitors dividend growth metrics in real time.
Yes. Through our ETF Look-Through (X-Ray) engine, Snowball Analytics deconstructs your ETFs (such as SCHD, VOO, VYM, or JEPI) and mutual funds down to their constituent companies. This reveals which underlying stocks generate your ETF distributions and helps prevent unintended sector or single-stock dividend concentration.
Sign up and securely connect your brokerages via Yodlee, Plaid, or SnapTrade. Snowball Analytics imports your trading history, then tracks capital gains, dividends, splits, and fees automatically — giving you a complete picture of your wealth with zero manual admin.
Unlike tedious spreadsheets, Snowball Analytics tracks investments across different asset classes, markets, and brokers automatically. We calculate your true annualized return by taking into account capital gains, cash flows, and fees, freeing up your time to focus on investment decisions rather than data entry.
Yes. We use industry-standard read-only APIs (Yodlee, Plaid, SnapTrade). We do not store your login credentials, and nobody can execute trades or move money using Snowball Analytics. Data is encrypted at rest.
Absolutely. Alongside strong US-market support, our database includes thousands of international stocks, ADRs, and ETFs across 70+ exchanges globally.
Yes! Our wealth planner is built specifically with FIRE investors in mind. You can set target net worth or passive income goals, and our projection tools will forecast exactly when you will reach financial independence based on your current trajectory.
Yes. Snowball Analytics includes an "X-Ray" lookthrough feature that reveals the individual stocks inside your ETFs and mutual funds, giving you a completely accurate picture of your portfolio's sector and asset concentration.