Plans & Pricing - Snowball Analytics

Simple pricing, for every investor

😍 16% OFF which is
2 months for free

Free

Everything you need to start. For beginners and index fund investors

0forever

What's included:

✓1 Portfolio

✓10 Holdings

✓1 Custom holding

✓1 Watchlist

✓Stocks, ETFs, Funds

✓Dividend calendar

✓Import brokers' reports

✓Limited Benchmarking

✓Advanced Cash Accounts

✓Limited Rebalance Tool

✓Top 5 dividend stocks, basic filters

Starter

For ambitious investors. Get insights on your portfolio and track dividends

0/ month

79.99 / year

14-days free trial, no CC

All the benefits of Free:

✓1 Portfolio

✓Unlimited Holdings

✓5 Custom holdings

✓2 Watchlists

✓Link your brokerage

✓Advanced Rebalance Tool

✓Weekly summary emails

✓Dividend rating

✓Top 20 dividend stocks, 5 advanced filters

POPULAR CHOICE

Investor

For established investors. Track and analyze all investments in one place

0/ month

149.99 / year

14-days free trial, no CC

All the benefits of Starter:

✓10 Portfolios

✓Unlimited Holdings

✓Unlimited Custom holdings

✓10 Watchlists

✓Why is it movingNEW

✓Full Benchmarking

✓Top 50 dividend stocks, all advanced filters

✓10y company fundamentals

✓30+ years backtests

✓Priority Support

Expert

For experts. Large capital means ample opportunities! No limits, no restrictions

0/ month

249.99 / year

14-days free trial, no CC

All the benefits of Investor:

✓Unlimited Portfolios

✓Unlimited Holdings

✓Unlimited Custom holdings

✓10 Watchlists

✓Why is it movingNEW

✓Priority Support

Check out what people say about us

Compare plans and features

Stay on top of your investments	Free	Starter	Investor	Expert
The number of portfolios	1	1	10	∞
Holdings limit	10	∞	∞	∞
Watchlists limit	1	2	10	10
Link your brokerage		✓	✓	✓
Import brokers' reports	✓	✓	✓	✓
Rebalancing tool	Purchases only	Full	Full	Full
Weekly summary emails		✓	✓	✓
Support	Basic	Basic	Priority	Priority
Track thousands of assets in 30+ currencies from 70+ exchanges	Free	Starter	Investor	Expert
Stocks, ETFs, Funds	✓	✓	✓	✓
30+ exchanges	✓	✓	✓	✓
Custom assets (deposits, real estate)	1	5	∞	∞
Cash accounts	✓	✓	✓	✓
Automate your dividend tracking	Free	Starter	Investor	Expert
Automatic dividend tracking	✓	✓	✓	✓
Dividend calendar	✓	✓	✓	✓
Track received payouts	✓	✓	✓	✓
Calculate dividend yield and yield on cost	✓	✓	✓	✓
Custom withholding tax	✓	✓	✓	✓
Dividend rating		✓	✓	✓
Top dividend stocks	5 stocks, basic filters	20 stocks, 5 advanced filters	50 stocks, all advanced filters	50 stocks, all advanced filters
Get valuable insights into your performance	Free	Starter	Investor	Expert
Portfolio's performance calculation including fees, dividends, trades	✓	✓	✓	✓
IRR calculation	✓	✓	✓	✓
Upcoming events calendar - earnings, dividends, splits	✓	✓	✓	✓
Diversity by sectors, classes, regions, ...	✓	✓	✓	✓
Cash holdings' performance		✓	✓	✓
Multi-period analytics	✓	✓	✓	✓
Dynamics of portfolio returns	✓	✓	✓	✓
Benchmarking	Index funds	Index funds	Any asset	Any asset
Metrics (PE, Beta, Sharpe ratio)	✓	✓	✓	✓
Filter analytics by sectors, asset classes, holdings, ...	✓	✓	✓	✓
Find best investment ideas and strategies	Free	Starter	Investor	Expert
View public portfolios of other investors	✓	✓	✓	✓
Backtests - test portfolio ideas on historical data	✓	✓	✓	✓
Build and test dividend portfolios	✓	✓	✓	✓
Find the Dip	✓	✓	✓	✓
Track multiple portfolios and share your results	Free	Starter	Investor	Expert
Combined analytics from multiple portfolios	✓	✓	✓	✓
Model portfolios	✓	✓	✓	✓
Share your portfolio with others	✓	✓	✓	✓
Export holdings and transactions to CSV	✓	✓	✓	✓
Analyse past performance - 30+ years of data	Free	Starter	Investor	Expert
Dividends history	✓	✓	✓	✓
Company fundamentals history	5 years	5 years	10 years	10 years
Test portfolio on historical data	10 years	10 years	30+ years	30+ years

Frequently asked questions

How does 14-days free trial work?

After registration you get full access to all functions of Snowball Analytics. The only exception is – you can add only 2 portfolios. To add more portfolios, you can upgrade to the Investor plan.

What happens after my free trial ends?

You will be automatically switched to Free plan. If you exceed limits of the free plan, you will be asked to upgrade or remove portfolios/holdings. We NEVER remove your data without your permission.

Do I need to enter my CC info to sign up?

No, you don’t need to enter your credit card to start a free trial.

How does Snowball Analytics handle payments?

Stripe handles the payment processing for us. Acceptable payment methods include all major credit card. We guarantee you safe and secure online ordering.

Can I cancel anytime?

You can cancel your subscription at any time and it will not auto-renew after the current paid term. Paid service will remain active for the duration of the paid term.

Can I change my plan later?

Yes, if you decide to switch to another plan after initial purchase you can always do so on Subscription Management page.

Is Snowball Analytics safe?

We understand that you provide us your sensitive data, so we closely monitor its safety. Snowball Analytics DOES NOT store your broker account credentials. All your data in Snowball Analytics is depersonalized and encrypted at rest.

Where can I find more information about Snowball Analytics?

Find answers to the most popular questions, tutorials, and advice on how to use Snowball Analytics via our Knowledge Base.

Our service functions on the basis of subscriptions. You can choose an annual or monthly subscription type. The fee will be charged once a year or a month, respectively.

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Snowball Analytics SAS914 331 640 R.C.S. LYON
Greffe du tribunal de Commerce de LYONAddress: LE FORUM 27 RUE MAURICE FLANDIN
LYON CEDEX 3, 69444, FranceEmail: help@snowball-analytics.com

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Snowball Analytics would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The site and content, are provided “as is” and without warranties of any kind. You bear all risks associated with the use of the site and content, including without limitation, any reliance on the accuracy, completeness or usefulness of any content available on the site. The Website should not be relied upon as a substitute for extensive independent market research before making your actual trading decisions. Past performance is not an indicator of future performance. Snowball Analytics is not a registered investment advisor or broker/dealer. Any opinions, charts, messages, news, research, analyses, prices, or other information contained on this Website are provided as general market information for educational and entertainment purposes only, and do not constitute investment advice.
Interactive Brokers is not affiliated with Snowball Analytics and does not endorse or recommend any information or advice provided by Snowball Analytics.