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Best Snowball Analytics Alternatives ranked by AI · updated Aug 2026

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Snowball Analytics is a web-based portfolio tracker for investors who want to monitor dividends, income, performance, and asset allocation. It supports portfolio analytics, dividend forecasting, and investment tracking across multiple accounts.

Developer: Snowball Analytics Price: Freemium, paid plans available 🎯 snowball-analytics.com

Top 6 Snowball Analytics alternatives

πŸ’‘ Pick it for mature broker integrations and stronger performance and tax reporting.

Sharesight is an online investment portfolio tracking and management tool that provides performance and tax reports for investors.

πŸ’‘ Pick it if you want a free US net-worth dashboard alongside basic investment tracking.

Empower Personal Dashboard is a free financial-tracking service for monitoring spending, investments, net worth, and cash flow. It is particularly useful for...

Pros

  • Free account aggregation and net-worth monitoring
  • Stronger investment and retirement views than Bootstrap Money
  • Cash-flow and spending dashboards provide useful financial context

Cons

  • Budgeting controls are less comprehensive than YNAB's
  • Personalized advisory outreach may be unwanted by some users
  • Less focused on step-by-step financial education than Bootstrap Money
3 Portfolio Performance logo

Portfolio Performance

Portfolio Performance Team

πŸ’‘ Pick it for a free, open-source tracker with deep calculations and local data storage.

Portfolio Performance is a free, open-source desktop application for tracking securities, transactions, dividends, and portfolio performance. It is aimed at self-directed investors...

Pros

  • Free with no recurring subscription
  • Open-source and stores portfolio data locally
  • Detailed performance, allocation, and transaction analysis

Cons

  • Requires more manual setup than GainsKeeper
  • Broker imports are less turnkey than commercial services
  • Tax-reporting automation is more limited
4 Kubera logo

Kubera

Kubera

πŸ’‘ Pick it when you need one premium dashboard for investments, property, crypto, and other assets.

Kubera is a net worth and portfolio tracking service for people managing accounts, properties, private investments, and liabilities. It stands out for...

Pros

  • Broader asset and liability coverage than myPFS
  • Strong support for investment, property, and alternative-asset tracking
  • Useful historical net worth reporting for wealthier households

Cons

  • More expensive than basic personal finance apps
  • Less focused on producing a lender-specific statement
  • Can require manual updates for unusual or private assets
5

getquin

getquin

πŸ’‘ Pick it for a mobile-first tracker with an active investing community and social features.

getquin is a social investment tracking platform for monitoring portfolios, dividends, and market activity across supported brokers and assets. It targets retail...

Pros

  • Offers a more social investing experience than Beanvest
  • Broker connections can reduce manual data entry
  • Includes dividend tracking and portfolio performance views

Cons

  • Community features can add noise compared with Beanvest's focused tracking
  • Broker support and automation vary by country
  • Less established for professional tax and advisor reporting than Sharesight

Freemium, Premium from about €9.99/mo

6

Stock Events

Stock Events GmbH

πŸ’‘ Pick it for quick mobile alerts covering dividends, earnings, prices, and other market events.

Stock Events is a mobile-first market and portfolio tracking app for retail investors monitoring stocks, ETFs, cryptocurrencies, dividends, and earnings. Its standout...

Pros

  • More polished mobile experience than NVSTly
  • Provides broad market data, earnings, dividend, and price alerts
  • Supports stocks, ETFs, cryptocurrencies, and other assets in one watchlist

Cons

  • Advanced features require a subscription
  • Portfolio analytics are less comprehensive than Sharesight's
  • Brokerage automation may be limited depending on region

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