Plans & Pricing - Snowball Analytics

Simple pricing, forΒ every investor

😍 16% OFF which is
2 months for free

Free

Everything you need to start. For beginners and index fund investors
0forever
Β 
Β 

What's included:
βœ“1 Portfolio
βœ“10 Holdings
βœ“1 Custom holding
βœ“1 Watchlist
βœ“Stocks, ETFs, Funds
βœ“Dividend calendar
βœ“Import brokers' reports
βœ“Limited Benchmarking
βœ“Advanced Cash Accounts
βœ“Limited Rebalance Tool
βœ“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:
βœ“1 Portfolio
βœ“Unlimited Holdings
βœ“5 Custom holdings
βœ“2 Watchlists
βœ“Link your brokerage
βœ“Advanced Rebalance Tool
βœ“Weekly summary emails
βœ“Dividend rating
βœ“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:
βœ“10 Portfolios
βœ“Unlimited Holdings
βœ“Unlimited Custom holdings
βœ“10 Watchlists
βœ“Full Benchmarking
βœ“Top 50 dividend stocks, all advanced filters
βœ“10y company fundamentals
βœ“30+ years backtests
βœ“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:
βœ“Unlimited Portfolios
βœ“Unlimited Holdings
βœ“Unlimited Custom holdings
βœ“10 Watchlists
βœ“Priority Support

Check out what people say about us

Compare plans and features

Stay on top of your investmentsFreeStarterInvestorExpert
The number of portfolios1110∞
Holdings limit10∞∞∞
Watchlists limit121010
Link your brokerageβœ“βœ“βœ“
Import brokers' reportsβœ“βœ“βœ“βœ“
Rebalancing toolPurchases onlyFullFullFull
Weekly summary emailsβœ“βœ“βœ“
SupportBasicBasicPriorityPriority
Track thousands of assets in 30+ currencies from 70+ exchangesFreeStarterInvestorExpert
Stocks, ETFs, Fundsβœ“βœ“βœ“βœ“
30+ exchangesβœ“βœ“βœ“βœ“
Custom assets (deposits, real estate)15∞∞
Cash accountsβœ“βœ“βœ“βœ“
Automate your dividend trackingFreeStarterInvestorExpert
Automatic dividend trackingβœ“βœ“βœ“βœ“
Dividend calendarβœ“βœ“βœ“βœ“
Track received payoutsβœ“βœ“βœ“βœ“
Calculate dividend yield and yield on costβœ“βœ“βœ“βœ“
Custom withholding taxβœ“βœ“βœ“βœ“
Dividend ratingβœ“βœ“βœ“
Top dividend stocks5 stocks, basic filters20 stocks, 5 advanced filters50 stocks, all advanced filters50 stocks, all advanced filters
Get valuable insights into your performanceFreeStarterInvestorExpert
Portfolio's performance calculation including fees, dividends, tradesβœ“βœ“βœ“βœ“
IRR calculationβœ“βœ“βœ“βœ“
Upcoming events calendar - earnings, dividends, splitsβœ“βœ“βœ“βœ“
Diversity by sectors, classes, regions, ...βœ“βœ“βœ“βœ“
Cash holdings' performanceβœ“βœ“βœ“
Multi-period analyticsβœ“βœ“βœ“βœ“
Dynamics of portfolio returnsβœ“βœ“βœ“βœ“
BenchmarkingIndex fundsIndex fundsAny assetAny asset
Metrics (PE, Beta, Sharpe ratio)βœ“βœ“βœ“βœ“
Filter analytics by sectors, asset classes, holdings, ...βœ“βœ“βœ“βœ“
Find best investment ideas and strategiesFreeStarterInvestorExpert
View public portfolios of other investorsβœ“βœ“βœ“βœ“
Backtests - test portfolio ideas on historical dataβœ“βœ“βœ“βœ“
Build and test dividend portfoliosβœ“βœ“βœ“βœ“
Find the Dipβœ“βœ“βœ“βœ“
Track multiple portfolios and share your resultsFreeStarterInvestorExpert
Combined analytics from multiple portfoliosβœ“βœ“βœ“βœ“
Model portfoliosβœ“βœ“βœ“βœ“
Share your portfolio with othersβœ“βœ“βœ“βœ“
Export holdings and transactions to CSVβœ“βœ“βœ“βœ“
Analyse past performance - 30+ years of dataFreeStarterInvestorExpert
Dividends historyβœ“βœ“βœ“βœ“
Company fundamentals history5 years5 years10 years10 years
Test portfolio on historical data10 years10 years30+ years30+ 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.