What it does
Snowball Analytics combines investment tracking, dividend calendars and portfolio exposure analysis. You can import broker reports on the Free plan; automatic brokerage linking starts on Starter. A free account supports one portfolio and ten holdings after the initial trial.
Follow dividend dates and actual payments
The dividend calendar shows expected payment dates and amounts, while portfolio analysis includes trades, fees and income. Expected dividends are forecasts, so compare them with payments when they arrive. Sector and asset-class views help explain where the tracked portfolio is concentrated.
Pick an import route
Create an account with an email address and password. Registration includes a 14-day trial without a credit card; afterwards, the account moves to Free.
| Plan | Annual price in USD | Portfolio allowance |
|---|---|---|
| Free | $0 | One, with ten holdings |
| Starter | $79.99 | One, with unlimited holdings |
| Investor | $149.99 | Ten |
| Expert | $249.99 | Unlimited |
Report imports are included on Free, but broker linking requires a paid plan. If your trial portfolio exceeds the free allowance, Snowball asks you to upgrade or reduce it.
Strengths
- The dividend calendar can be used with imported broker reports
- Portfolio calculations include fees and dividend income
Watch out for
- Automatic brokerage linking is unavailable on Free
- The free allowance is limited to ten holdings
Best for
- Reviewing portfolio dividend schedules
Sources
- Snowball Analytics portfolio and dividend tools (Oct 27, 2026)
- Snowball Analytics plans and trial FAQ (Oct 27, 2026)