Snowball Analytics
Try Snowball Analytics free for 14 days
No credit card required
What is Snowball Analytics?
Snowball Analytics is a portfolio tracking platform built specifically with dividend investors in mind. It lets you connect your brokerage accounts, automatically tracks your dividends, and gives you clear insights into your portfolio's performance — all in one clean dashboard.
Whether you're managing one account or juggling multiple brokerages, Snowball pulls everything together so you can see your real returns, dividend income, and progress toward financial independence without spreadsheets.
Why we love it
Sync 1,000+ brokerages automatically
Connect accounts from Fidelity, Schwab, Vanguard, Interactive Brokers, and hundreds more. Your holdings and transactions sync automatically — no manual entry required.
Automated dividend tracking
Every payout is tracked automatically. See your dividend calendar, upcoming payments, yield on cost, and projected annual income at a glance.
Dividend rating system
Rates the financial health of dividend-paying companies, helping you avoid dividend traps and build a safer passive income stream.
Real portfolio diversification
Goes beyond surface-level allocation — it looks inside your ETFs and funds to show your true diversification by sector, country, region, and asset class.
Benchmark your returns
Compare performance against the S&P 500, NASDAQ, FTSE, TSX, and other benchmarks. Know if you're actually beating the market.
Risk-adjusted metrics
Sharpe ratio, beta, and other risk metrics help you understand if your returns justify the risk you're taking.
Multi-currency support
Track investments across 25+ currencies and 70+ exchanges worldwide. Perfect for international dividend investors.
30+ years of backtesting
Test your dividend strategy against decades of historical data before committing real money.
Getting started
Sign up, connect your brokerage account, and you're done. Within minutes you'll see your full portfolio with dividend tracking, performance metrics, and diversification analysis. No credit card required for the 14-day free trial. You can also import broker reports or manually add holdings if you prefer not to link directly.
Pricing
Generous free tier for beginners. Paid plans unlock unlimited holdings, brokerage connections, and advanced features:
Free
$0
1 portfolio, 10 holdings, basic features
Starter
$79.99/yr
Unlimited holdings, brokerage sync, dividend rating
Investor
$149.99/yr
10 portfolios, full benchmarking, 30yr backtests
The bottom line
If you're a dividend investor — whether you're just starting out or managing a six-figure portfolio — Snowball Analytics is the best tool we've found for tracking everything in one place. The automated dividend tracking alone saves hours of spreadsheet work, and the brokerage sync means your data is always up to date. It's what we use personally, and we recommend it without hesitation.
Ready to try it?
14-day free trial. No credit card required.
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