Looking for Snowball Analytics alternatives?

Best Snowball Analytics Alternatives in 2026

Snowball Analytics is a good dividend tracker. AllInvestView uses real ex-dividend dates for its calendar. It shows monthly income, growth and the forecast method used for each holding. Bonds are priced from government curves. Options are tracked as their own asset class with Greeks. Capital gains can use FIFO, LIFO, HIFO or average cost under rules for 14 jurisdictions. You can also view the whole portfolio on a past date.

Alternatives Compared

$6.99

Best Starting Price

2026

Updated

About Snowball Analytics

Snowball Analytics is a dividend-focused portfolio tracker that consolidates stocks, ETFs, funds and crypto from multiple brokers, with a dividend calendar, payout forecasting and a 13-factor Dividend Rating as its signature features.

Who it suits: Dividend investors who follow payment dates, income forecasts and dividend quality across several accounts.

What it does well

Dividend Rating

Snowball Analytics scores dividend reliability across 13 fundamentals as a single published rating, which AllInvestView does not replicate factor for factor.

Broker Coverage

Snowball Analytics claims connections to over 1,000 institutions, so a small broker may be reachable there and not here.

Before you decide

Bonds and options

Snowball Analytics can hold a bond or an option as a plain holding with a value you update. You see the value, not the coupon, maturity or Greeks.

Capital gains at tax time

Snowball is very good at dividends. The capital gain you declare at tax time is a separate job, done from your broker statements.

Your history needs to be complete

In any tracker, returns and cost basis are only right if every trade, transfer and split is in. Check that all of it came across, not only what you hold today.

Who answers when something is off

Sooner or later a feed brings something odd or a figure looks wrong. Before you rely on any tracker, see how you reach a person there and whether they will look at your account.

What it costs: Free tier (1 portfolio, 10 holdings); paid plans billed yearly from $79.99/yr, up to $249.99/yr

The alternatives

Sharesight

Est. 2007 · Australia

Best for: Investors who want dividend records and capital gains reports shaped to one of Sharesight's five tax countries

Sharesight is an Australian portfolio tracker built around dividend tracking and capital gains reports shaped to five tax authorities, covering listed shares, ETFs and funds.

Free plan with 10 holdings; paid plans from $9.33/month, unlimited holdings from $24/month Full comparison

Navexa

Est. 2018 · Australia

Best for: Australian investors seeking performance analytics and dividend income tracking

Navexa is a portfolio tracking platform that provides detailed analytics on investment performance and income reporting, including dividends.

No free plan; 14-day trial, then from $7.50/month billed yearly Full comparison

Wealthica

Est. 2015 · Canada

Best for: Canadian investors who want to aggregate all their financial accounts in one dashboard

Wealthica is a Canadian portfolio aggregator that provides insights by tracking all your investments, bank accounts, and cryptocurrency in one place.

No free plan; 14-day trial, then from $50/year ($6.25/month) Full comparison

Getquin

Est. 2019 · Germany

Best for: European retail investors who enjoy community-driven investing and portfolio sharing

getquin is a Berlin-built portfolio and net worth tracker with a social layer at its center: public profiles, a community ideas feed, and bank and broker connections on the free tier.

Free tier; Premium 89.99 EUR/yr; Wealth 149.99 EUR/yr (annual billing only) Full comparison

Ghostfolio

Est. 2021 · Switzerland

Best for: Privacy-conscious, technically skilled investors who prefer self-hosted open-source solutions

Ghostfolio is an open source, AGPLv3 wealth management app for stocks, ETFs and crypto, run either on your own server or on the maintainers' hosted service.

Free self-hosted, free hosted Basic tier, hosted Premium $48/year Full comparison

Portfolio Performance

Est. 2015 · Germany

Best for: Detail-oriented German and European investors who want free, powerful desktop software with full control

Portfolio Performance is a free, open-source tool designed for tracking investments and analyzing portfolio returns.

Desktop free; mobile Premium $3/month or $25/year Full comparison

Side by side

Platform	Key Features	Pricing
Snowball Analytics	Dividend calendar, ex-dates and forecasting, Dividend Rating on 13 fundamentals, Automatic broker sync across more than 1,000 institutions, Fund X-Ray on Analytics since July 2025	Free tier (1 portfolio, 10 holdings); paid plans billed yearly from $79.99/yr, up to $249.99/yr
AllInvestView	Real-time portfolio tracking, AI-powered insights, Tax optimization & reporting, Fixed income tracking, Options pricing & analytics, Dividend tracker & forecasting, Broker sync integration, Multi-currency support, Community-driven development	Free plan available, plans from $6.99/month (Lifetime deal available)
Sharesight	Tax reports for AU, NZ, UK, CA and US, Automatic dividend and DRP tracking, 200+ broker connections	Free plan with 10 holdings; paid plans from $9.33/month, unlimited holdings from $24/month
Navexa	Extensive dividend and tax tracking, Cryptocurrency support, Customizable reports	No free plan; 14-day trial, then from $7.50/month billed yearly
Wealthica	Connects to Canadian banks and brokerages, Daily sync of balances and holdings, Supports cryptocurrency	No free plan; 14-day trial, then from $50/year ($6.25/month)
Getquin	Public profiles, following and a community ideas feed built into the core product, 2,000+ bank and broker connections available on the free tier, DeepDive look-through into the composition of ETFs and stocks, iOS, Android and web apps kept in step	Free tier; Premium 89.99 EUR/yr; Wealth 149.99 EUR/yr (annual billing only)

Asset and reporting coverage. ✓ = full native support · ● = partial or manual · × = not supported.

Tool	Stocks / ETFs	Bonds	Options	Crypto	Custom assets	Dividend tracking	Multi-currency	Broker sync	CGT reports	Free tier	Mobile app	Advisor features
AllInvestView	✓	✓	✓	✓	✓	✓	✓	✓	✓	✓	✓	✓
Snowball Analytics	✓	×	×	●	●	✓	✓	●	●	✓	●	×
Getquin	✓	●	×	✓	●	✓	✓	✓	×	✓	✓	×
Ghostfolio	✓	●	×	✓	✓	✓	✓	●	●	✓	●	×
Navexa	✓	●	×	✓	✓	✓	✓	✓	✓	×	✓	✓
Portfolio Performance	✓	●	×	✓	●	✓	✓	●	●	✓	✓	×
Sharesight	✓	●	×	●	●	✓	✓	✓	✓	●	✓	●

Our pick, and why

Our pick

#1 Snowball Analytics Alternative

AllInvestView

Portfolio tracking, analysis and tax reports

AllInvestView tracks dividends in the same portfolio as your other assets.

Our take: AllInvestView has the same core dividend tools: a calendar, income by payer, growth rates and per-holding forecasts. It adds custom date ranges, past-date portfolios, bond pricing, options Greeks and capital gains rules for 14 jurisdictions. Snowball Analytics keeps its 13-factor Dividend Rating.

AI Assistant Advanced Analytics Fixed Income Tax Reports Broker Sync Dividend Tracking

Free

Pro at $6.99/month · Lifetime deal available

Create a free account Compare with Snowball Analytics

Where that shows up against Snowball Analytics

Fixed Income

Bonds are repriced from published government yield curves with an implied credit spread, yield to maturity, duration and convexity. Snowball Analytics has no bond type at all.

Options

Eleven option strategies, live theoretical pricing, Greeks across the book, wheel detection and premiums applied to the cost basis of the underlying. Snowball Analytics does not support options.

Capital Gains Reporting

Rule templates for 14 jurisdictions, with the same year priced under FIFO, LIFO, HIFO and average cost so the estimated tax for each is visible before filing. Snowball Analytics records dividend withholding only.

Past-Date Portfolio

Any past date shows the holdings actually owned then, including ones since sold, rather than valuing today's positions backward.

Period-to-Period Performance

Any custom period recomputes capital gain, internal rate of return and dividend yield for that window alone, so a calendar year is a direct answer.

Dividend calendar

Upcoming payments appear on their pay dates. They use published ex-dividend and payment dates, not a schedule you maintain. Entitlement follows the shares held on the ex-dividend date, so a position opened two days late does not inflate next month's figure. Income is also available by stock, by month and as a growth history.

The calendar, payment record, growth view and forecast cover the same regular checks as Snowball Analytics.

Dividend calendar showing upcoming payments placed on their pay dates — September payments on their pay dates, each marked as an estimate.

Open the dividend calendar

Income history and forecasts

The dividend report starts with gross income, tax withheld and net income. It splits income by payer and gives each payer a growth rate. It also shows monthly history and a twelve-month forecast. Date filtering runs the same report over one tax year or over everything.

The forecast uses five labelled methods. These include declared payments, their annualized extension, the trailing twelve months and a reference dividend rate or yield. Each holding shows the method used. Withholding and Australian franking credits carry through, and it exports to PDF, Excel or CSV.

Dividend report with income by payer, monthly history and a forward forecast — Gross, tax withheld and net over all 152 recorded payments, with the year ahead projected.

Open the dividend report

Returns between two dates

Any start and end date recalculates the dashboard for that period. It shows the capital gain, IRR and dividend yield. A banner names the range. Choosing 2025 gives you results for 2025 only.

Dashboard recomputed between two chosen dates with the return for that window — One custom window: IRR 15.11 percent and a capital gain of 7,333.90 USD.

See period performance

Free plan, no credit card. Pro at $6.99/month, or own it once with the lifetime deal.

Create a free account

Move your history

Move your full history

You can bring history from a broker export, old spreadsheet or tracker CSV. A direct broker connection keeps open accounts current. The file brings over older records.

Broker files, including semicolon-separated exports with foreign headers, bring the complete history across without a prescribed column layout.
Pasted rows, screenshots and statement photos can fill gaps left by a file and produce history reconciled against the broker's record.
Personal support can map, reconcile and import a difficult file as part of the standard service.

Imported history with every instrument resolved — Eight valid rows were imported from an unfamiliar layout. None needed attention.

Open the magic import

Support that helps with your portfolio

A real person answers. And if you ask, someone who knows your account helps you reconcile your history with your broker statements, sort out an odd file, or check a tax figure. Trustpilot rates us 4.5 out of 5 across 26 reviews.

See how support works

Questions people ask about Snowball Analytics

Does AllInvestView have a dividend calendar like Snowball Analytics?

Yes. Upcoming payments sit on their pay dates with ex-dividend dates attached, past income splits by month and by payer, and projected annual income is calculated per holding. Entitlement follows the shares held on the ex-dividend date, and the report adds withholding tax, franking credits and export to PDF, Excel or CSV.

Can I bring my Snowball Analytics transaction history with me?

Yes. Export a CSV from the Transactions view with the date filter widened. The complete file comes across without retyping, and personal support can handle an unusual layout for you.

Does Snowball Analytics support bonds and options?

No. A bond in Snowball Analytics is a custom holding with a manual price, and options are not covered. AllInvestView prices bonds in five currencies, Australian dollars included, off the published government curve with an implied credit spread, and gives options Greeks, wheel detection and their own dashboard.

Can I produce a capital gains report for my own country?

AllInvestView ships capital gains rule templates for 14 jurisdictions with the rates, brackets, tax-year boundaries and anti-avoidance rules written in. The same year is priced under FIFO, LIFO, HIFO and average cost, with the estimated tax shown for each. Snowball Analytics has no gains report or cost-basis comparison.

How do the two free plans compare?

Snowball Analytics gives one portfolio and ten holdings at no cost. AllInvestView starts from the same two numbers, with one difference in what counts: the cap applies to distinct equity positions, so bonds, options and custom assets sit outside it, and the assistant is included. Paid plans add broker sync, the X-Ray look-through and advanced analytics.

Is Snowball Analytics a good tracker on its own terms?

Yes. Its calendar, forecasts and Dividend Rating make it a strong dividend tracker. It has no bonds, options or capital gains report, and users rate it 4.6 out of 5 on Trustpilot. It shipped fund look-through in 2025 and a question-answering assistant in 2026.

Head to head getquin vs AllInvestView Snowball Analytics vs AllInvestView Sharesight vs AllInvestView Portfolio Performance vs AllInvestView DivTracker vs AllInvestView

Other alternatives Getquin alternatives Sharesight alternatives Portfolio Performance alternatives DivTracker alternatives Ghostfolio alternatives Navexa alternatives

Snowball Analytics has a Dividend Rating based on 13 fundamentals. AllInvestView does not copy that score. Snowball Analytics also connects to more than 1,000 institutions. The long-form Snowball Analytics vs AllInvestView breakdown goes through the rest feature by feature.

Disclaimer: This comparison is based on independent research conducted in 2026, with pricing verified on 2026-09-03. We are not affiliated with Snowball Analytics or any third-party product mentioned. Pricing and features may change. Please verify details on each platform's official website.