Investment & Portfolio Tracking · Reviewed 27 Oct 2026

Snowball Analytics

Portfolio and dividend tracking service for retail investors and advisers.

from $7.99 · free tier · snowball-analytics.com ↗

Paid against free › Investment & Portfolio Tracking › Snowball Analytics

Snowball Analytics at a glance

Overview

01

Summary

The useful answer before the supporting detail.

Snowball Analytics is a portfolio tracking service for retail investors that helps plan and track investments, monitor dividend payouts, and make effective investment decisions S8. It solves the problem of managing portfolios with spreadsheets, which can be overwhelming S1. The service provides automatic brokerage connections, dividend analytics, and performance metrics to give investors a comprehensive view of their investments S58 S8.

02

Product identity and positioning

Name, category, positioning, audience, and first-party claims.

  • Identity: Snowball Analytics is a portfolio tracking service for retail investors S8.
  • Core purpose: Helps investors plan and track investments, monitor dividends, and make effective decisions S8.
  • Intended users: Retail investors and financial advisers, family offices, and portfolio managers S8 S108.
  • Product scope: A web and mobile app with portfolio, stock, and dividend tracking features S1.
  • Positioning: Positioned as a tool to replace spreadsheets and provide comprehensive investment insights S58.
  • Claimed distinction: Supports automatic brokerage connections with over 1,000 brokers S58.
03

Use cases and audiences

Who the product serves and the jobs it is designed to handle.

AudiencePractical use case
Retail investorsTrack and plan investments, monitor dividend payouts, and make effective investment decisions S8.
Dividend investorsMonitor dividend income, forecast passive income, and track dividend payment dates S58.
Financial advisersAggregate client accounts across brokers, calculate true performance, and generate reports S108.
Family officesManage multiple client portfolios with role-based permissions and firm-wide roll-ups S108.

Features

09

Features and capabilities

Core functions and evidence-backed product capabilities.

CapabilityWhat it does
Portfolio trackingOrganize holdings into categories and portfolios, track performance and profit S8.
Dividend trackingMonitor dividend payouts, view payment history, and forecast future income S8 S58.
Brokerage integrationConnect brokerages automatically via Yodlee, Plaid, or SnapTrade to sync data S8 S142.
Performance analyticsCalculate metrics like IRR, Sharpe ratio, and beta to evaluate portfolio performance S8.
Dividend calendarTrack upcoming dividend dates and amounts for the year ahead S58.
Portfolio rebalancingPlan purchases and rebalance portfolio to target allocations S8.
Dividend ratingProprietary metric based on 13 fundamental parameters to assess dividend stocks S8.
Data import/exportImport broker reports or CSV files, and export holdings and transactions to CSV S8 S90.
10

Integrations and ecosystem

Connected products, exports, APIs, and workflow compatibility.

Integration or interfaceTypeWhat it enables
YodleeIntegrationAutomatic brokerage connection and data sync S8.
PlaidIntegrationAutomatic brokerage connection and data sync S142.
SnapTradeIntegrationAutomatic brokerage connection and data sync S139.
Broker report importData importImport transactions and holdings from supported broker reports S8.
CSV/Excel importData importImport trading history from CSV or Excel files S142.
CSV exportData exportExport holdings and transactions to CSV S90.
MCP serverAI interfaceProvides MCP server access for Expert plan users S90.

Pricing

11

Pricing and plans

Published plans, free access, trials, credits, and pricing limitations.

Plan or offerVerified price and billingIncludedLimits
Free$0Import broker reports; limited benchmarking and rebalancing S901 portfolio, 10 holdings, 1 custom holding S90
Starter$7.99 per month billed monthly; $79.99 per year billed annually S90Brokerage linking, 5 custom holdings S901 portfolio, unlimited holdings S90
Investor$14.99 per month billed monthly; $149.99 per year billed annually S90Full benchmarking, portfolio report, 30+ years backtests S9010 portfolios, unlimited holdings S90
Expert$24.99 per month billed monthly; $249.99 per year billed annually S90MCP server, 20 watchlists S90Unlimited portfolios and holdings S90
Free trial14 days, no credit card required S90Full access to all functions S90Not established

Competition

12

Competitive landscape

Domains competing for the same organic search demand.

Sampled competitors

CompetitorFirst-page appearancesSampled queriesAverage positionQueries observed
dividend.com326.3dividend payment dates, dividend payout date
nasdaq.com222dividend payment dates, dividend payout date
investor.gov223dividend payment dates, dividend payout date
marketchameleon.com225dividend payment dates, dividend payout date
nyse.com225dividend payment dates, dividend payout date
investopedia.com227.5dividend payment dates, dividend payout date
dividendmax.com117dividend payout date
etoro.com118dividend payment dates
fintel.io119dividend payment dates

Website intelligence — Collected evidence

Customers, testimonials, and first-party review claims

Independent review sources discovered

13

AI visibility

Measured ChatGPT and Google AI mentions with cited sources.

AI-assistant referral traffic

  • Estimated current generative-AI referral share: 0.5%

Scout traffic model did not return a separate AI-referral trend series for this domain.

Website intelligence — Collected evidence

Site-stated AI capabilities

Page typeEvidenceSource
identityProductFor BusinessPortfolio trackerStock trackerDividend trackerDividend calendarDividend calculatorsSharesight vs. Dividend.Watch vs. Snowball AnalyticsSnowball Analytics MCPPricinghttps://snowball-analytics.com/about
identityProductFor BusinessPortfolio trackerStock trackerDividend trackerDividend calendarDividend calculatorsSharesight vs. Dividend.Watch vs. Snowball AnalyticsSnowball Analytics MCPPricinghttps://snowball-analytics.com/contact
pricingProductFor BusinessPortfolio trackerStock trackerDividend trackerDividend calendarDividend calculatorsSharesight vs. Dividend.Watch vs. Snowball AnalyticsSnowball Analytics MCPPricinghttps://snowball-analytics.com/pricing

These are first-party product claims, not independent measurements of AI-search visibility.

14

Marketing opportunities

Actions calculated directly from the collected evidence.

OpportunityRecommended actionEvidence
Competitor gap3 first-page appearances across dividend payment dates, dividend payout date

Website intelligence — Collected evidence

Website evidence gaps

  • features: no usable public page was collected; verify whether the site publishes this evidence.
  • integrations: no usable public page was collected; verify whether the site publishes this evidence.
  • customers: no usable public page was collected; verify whether the site publishes this evidence.
  • changes: no usable public page was collected; verify whether the site publishes this evidence.
  • technical: no usable public page was collected; verify whether the site publishes this evidence.

Trust and proof

15

Customers, proof, and reviews

Published proof, customer signals, and review evidence.

Independent reviews

PlatformPageHow it was foundNote
TrustpilotSnowball Analytics Reviews / Read Customer Service Reviews of snowball-analytics.comGrounded web search# Snowball Analytics Reviews 422 ... 4.5 ... Reviewers overwhelmingly had a great experience with this company. Customers consistently praise the platform for its excellent user experience, highlighting its effectiveness in tracking investments and providing detailed portfolio analysis with useful graphs and charts. Many users appreciate the i ntuitive interface and the ability to consolidate various accounts in one place, making portfolio management easier and more informative. The customer ser
Apple App StoreSnowball Analytics - Ratings & Reviews - App StoreGrounded web search- 4.8 out of 5 2.2K Ratings ... Hello, sorry for the inconvenience.1. If after changing the ticker it still shows the wrong asset, you need to contact support again and explain the problem again. If the support representative can't resolve it, ask that your question be forwarded to a manager, who will resolve the issue.2. Yes, we display reinvestment as dividend crediting + purchase for the amount of these dividends. We also have the option of displaying dividends as shares for special cases. In
Google PlaySnowball Analytics – Dividends - Apps on Google PlayGrounded web search5 stars. Hopefully now it will stop asking me if I am enjoying it which was super annoying. What can I say? It's pretty accurate & does the job well in keeping track of dividends. They only thing I wish was on the app that is on
Traders UnionSnowball Analytics Review – Is it Safe and Legit? (October 2026)Grounded web search, users have left 560 reviews about the company. The most recent review was posted on 25 October 2026, and the overall Trustpilot rating for Snowball Analytics is 4.7. ... / 4.7 /5 rate of 560 reviews / / / --- / --- / / 5-star / 79.29% / / 4-star / 10.89% / / 3-star / 3.39% / / 2-star / 2.5% / / 1-star / 3.93% /
Modest MoneySnowball Analytics Review 2025Grounded web search- The platform might be overkill for those only looking for a ... ## External Snowball Analytics Reviews & Ratings / Site / Rating / / --- / --- / / Product Hunt / 4.8 from 7 reviews / / Apple / 4.8 from 81 reviews / / Benzinga / 4.5 / / Trustpilot /
FreenanceSnowball Analytics Review 2026 — Pricing, VerdictGrounded web searchNo native tax reports for Poland or many EU jurisdictions — you can export raw data ... - Crypto DeFi limits — basic wallets work, but complex DeFi (LP positions, lending protocols ... — Snowball is investments-first and does not pull cash balances from
Brokers ExchangeSnowball Analytics Review: Cracking Your Investment JourneyGrounded web searchDigging into Trustpilot, we stumbled upon some impressive user reviews for this tool. With a solid 4.4-star rating from 49 users, it’s safe to say people are happy with it. ... us confidence in the tool’s features. However, it’s always good advice to

Customer proof

No named customers, testimonials, or customer case studies were found.

Independent mentions

  • Simple and powerful — 4.8 • 4600ratings 4.8 • 2500ratings ... limitation, any reliance on the accuracy, completeness or usefulness of any content available on the site. The Website should ... or broker/dealer. Any opinions, charts, messages, news, research, analyses,

External links were grounded in one live web search. Search snippets are leads, not independently scraped page content; rejected links remain available in Review evidence.

16

Company, security, and trust

Ownership, policies, security signals, and public trust evidence.

SignalFindingSource
Company and ownershipOur team grows as well as our userbase. In just a few years we were able to build a very powerful toolsource
Contact and supportLYON CEDEX 3, 69444, FranceEmail: help@snowball-analytics.comsource
Legal and privacyThe "Dividend Rating" is a special metric calculated based on 13 fundamental parameters. It reflects the likelihood that the company reduces or cancels dividends based on its financial condition. _The higher the numbsource
Security and complianceWe 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 encrypsource
Uptime and status pageNot published on the collected pages.—
Domain registered2022-01-21—
Domain expires2031-01-21—

Not found on the collected pages: uptime and status page. This only means Scout did not find it on the pages it read; it says nothing about the company itself.

17

Documentation and product updates

Help resources, product guidance, and visible changes over time.

Resource or updateTypeWhat is availableDate or freshness
Contact and supportSupportPublic contact and support channel. (source)Not dated
Snowball Analytics: Your Simple Premier Investment Portfolio Tracker and Dividend Stock WebsiteGuidePublic tutorials and product guidance. (source)Not dated

Not found in the collected public sources: public roadmap, changelog or release notes, status page, separate help center or knowledge base.

Technical

18

Technical and delivery signals

Delivery model, platforms, API, data ownership, reliability claims and release activity.

SignalFindingSource
Delivery model (cloud, self-hosted, desktop, browser extension)Web-based service with mobile app S8 S1.S8 S1
Platforms and appsAvailable on web, iOS, and Android S1.S1
API and extensibility (API, SDK, webhooks, MCP, plugins)MCP server available on Expert plan S90.S90
Data ownership and exportExport holdings and transactions to CSV S90.S90
Performance and reliability claimsNot published on the collected pages.—
Release activityNot published on the collected pages.—
19

Measured infrastructure

Domain, certificate, and hosting signals, measured directly.

SignalFinding
Domain registered2022-01-21 — Cloudflare, Inc.
Domain expires2031-01-21
First archived2022-08-07 — web archive
TLS certificateGoogle Trust Services, valid, expires 2027-01-15
Security headersHSTS, X-Content-Type-Options, X-Frame-Options
Headers not servedCSP, Referrer-Policy
Server headercloudflare
Mail handled byaspmx.l.google.com, alt1.aspmx.l.google.com
Nameserverscoco.ns.cloudflare.com, milan.ns.cloudflare.com

Not measurable: rdap: exceeded the overall budget; wayback: exceeded the overall budget; tls: exceeded the overall budget; dns: exceeded the overall budget; headers: exceeded the overall budget. A gap here means the lookup was unavailable, not that the finding is negative.

20

Technical site audit

A bounded multi-page crawl with page-level issues and URLs.

Scout — Bounded technical crawl

  • Pages crawled: 15 of 15 maximum
  • Technical health: 92/100
  • Critical issues: 0
  • Warnings: 20
  • Notices: 10

Issues

SeverityIssueValueAffected URL
warningTitle length should be reviewed95https://snowball-analytics.com/
noticeMeta description length should be reviewed174https://snowball-analytics.com/
warningTitle length should be reviewed95https://snowball-analytics.com/auth/login
warningMissing meta description—https://snowball-analytics.com/auth/login
warningPage should have one primary H10https://snowball-analytics.com/auth/login
warningMissing canonical URL—https://snowball-analytics.com/auth/login
noticeLow visible word count0https://snowball-analytics.com/auth/login
warningTitle length should be reviewed95https://snowball-analytics.com/auth/registration
warningMissing meta description—https://snowball-analytics.com/auth/registration
warningPage should have one primary H10https://snowball-analytics.com/auth/registration
warningMissing canonical URL—https://snowball-analytics.com/auth/registration
noticeLow visible word count0https://snowball-analytics.com/auth/registration
warningMissing meta description—https://snowball-analytics.com/overview
noticeImages are missing alt text1https://snowball-analytics.com/overview
warningTitle length should be reviewed78https://snowball-analytics.com/portfolio-tracker
warningTitle length should be reviewed86https://snowball-analytics.com/stock-tracker
warningTitle length should be reviewed71https://snowball-analytics.com/dividend-rating
noticeMeta description length should be reviewed225https://snowball-analytics.com/dividend-rating
warningTitle length should be reviewed87https://snowball-analytics.com/dividend-calendar
noticeMeta description length should be reviewed240https://snowball-analytics.com/dividend-calendar
noticeMeta description length should be reviewed211https://snowball-analytics.com/calendars/dividend-calendar
warningTitle length should be reviewed70https://snowball-analytics.com/calendars/ex-dividend-calendar
warningTitle length should be reviewed74https://snowball-analytics.com/calculator/dividend
noticeMeta description length should be reviewed193https://snowball-analytics.com/calculator/dividend
warningTitle length should be reviewed96https://snowball-analytics.com/public/portfolios
noticeMeta description length should be reviewed247https://snowball-analytics.com/public/portfolios
noticeMeta description length should be reviewed29https://snowball-analytics.com/public/popular-assets
warningDuplicate title in audit sample3https://snowball-analytics.com/
warningDuplicate title in audit sample3https://snowball-analytics.com/auth/login
warningDuplicate title in audit sample3https://snowball-analytics.com/auth/registration

Crawled pages

StatusTitleH1sWordsResponseURL
200Snowball Analytics: Your Simple Premier Investment Portfolio Tracker and Dividend Stock Website1861188 mshttps://snowball-analytics.com/
200Snowball Analytics: Your Simple Premier Investment Portfolio Tracker and Dividend Stock Website00207 mshttps://snowball-analytics.com/auth/login
200Snowball Analytics: Your Simple Premier Investment Portfolio Tracker and Dividend Stock Website00203 mshttps://snowball-analytics.com/auth/registration
200Introduction to Snowball Analytics12626209 mshttps://snowball-analytics.com/overview
200Best Portfolio Tracker 2026 \Multi-Broker Investment App \Snowball Analytics11211
200Stock Portfolio Tracker Software Real-Time & Live Stock Investing Metrics \Free Trial11047180 ms
200The dividend tracking app that plans your passive income11296567 mshttps://snowball-analytics.com/dividend-tracker
200Best Dividend Rating & High Dividend Growth Stock Screener \Free Trial11634197 ms
200Investing Dividend Payment Date Calendar Tracker & Dividend Stocks Planner \Free Trial11443184 ms
200US Dividend payout calendar 2026 - Popular dividend stocks11583314 mshttps://snowball-analytics.com/calendars/dividend-calendar
2002026 US Ex-Dividend Calendar: Dividend Payout Dates for Popular Stocks11553301 mshttps://snowball-analytics.com/calendars/ex-dividend-calendar
200Best Dividend Calculator 2026: DRIP & Yield Forecasts \Snowball Analytics11502455 ms
200Snowball Analytics - Community1342188 mshttps://snowball-analytics.com/public/community
200Explore Public Portfolios Within the Snowball Analytics Investing Community - Snowball Analytics1317201 mshttps://snowball-analytics.com/public/portfolios
200Most popular stocks and funds1326216 mshttps://snowball-analytics.com/public/popular-assets

This is a bounded Scout crawl. Core Web Vitals and Lighthouse scores are not claimed unless a dedicated performance audit is connected.

21

Search Console and Analytics

First-party search and behavioral data connection state.

Modeled acquisition channels

ChannelEstimated share
direct76.1%
search6.5%
search organic5.0%
search paid1.6%
social8.6%
social organic8.5%
social paid0.2%
referrals4.5%
paid referrals0.6%
mail3.1%
gen ai0.5%
affiliate0.1%
other0.0%

First-party connections

IntegrationStatusData available after connection
Google Search ConsoleNot connectedClicks, impressions, CTR, average position, queries, pages, countries, and devices
Google AnalyticsNot connectedOrganic sessions, engagement, landing pages, conversions, geography, and devices

No first-party Search Console or Analytics numbers are shown until the site owner authorizes the corresponding Google account. Scout traffic model values above are modeled estimates, not private analytics totals.

Limits and method

22

Limitations and open questions

Known constraints and missing evidence from the collected pages.

The collected pages do not mention specific competitors by name, except for a comparison page with Sharesight and Dividend.Watch S1. Evidence gaps include lack of detailed security certifications, uptime statistics, and specific customer counts. Open questions remain about the exact number of users and the full list of supported brokers.

23

Sources, method, and limitations

Evidence inventory, collection method, provider use, and constraints.

This report is based on 11 collected pages from snowball-analytics.com, including the homepage, about, overview, pricing, and feature pages. The evidence catalog includes 15 static requests and 7 browser rendering requests, with 2 rendered pages. External proof search was performed but no additional verification was completed. Limitations include incomplete coverage of all 15 pages and potential outdated information on some pages.

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