What Snowball Analytics does

Snowball Analytics SAS is a France-incorporated (Lyon, registered 2021), bootstrapped SaaS platform that provides retail long-term investors with unified portfolio tracking, dividend analytics, and investment analysis across stocks, ETFs, mutual funds, and custom off-market assets. The platform is offered via web and native iOS and Android applications, holds 4.8-star ratings across app stores with no disclosed revenue and a stated footprint of 200,000+ portfolios tracking $15B+ in assets, and is built atop three core technology integrations: Yodlee for automated brokerage connectivity across 1,000+ brokers, SnapTrade as a secondary sync pathway, and EODHD for market data spanning 70+ exchanges and 25+ currencies. The product surface includes Portfolio Tracker, Stock Tracker, Dividend Tracker with a proprietary 13-indicator Dividend Rating system, Dividend Calendar and Calculators, Portfolio Analytics with benchmarking and risk-adjusted returns (TWR, XIRR, Sharpe, Sortino), Portfolio Rebalancing, Portfolio Lab for backtesting, ETF X-Ray diversification, and a public-community portfolio feature.

The company operates a freemium product-led go-to-market with a 14-day free trial (no credit card), Google/Apple authentication, and a tiered subscription model (Trial, Starter, Investor, Expert) that gates brokerage connection capacity and portfolio limits. Customer base is distributed across individual retail investors globally, with no named enterprise logos and no disclosed revenue concentration. Recent strategic emphasis has shifted toward AI-augmented insights (AI Company Insights launched April 2026, Portfolio Insights launched July 2026), native direct brokerage integrations (Interactive Brokers native integration January 2026), and continued mobile feature depth (iOS widgets, tablet dividend calendars). The company has not raised venture capital or private equity funding, operates as a private French SAS, and is led by its two co-founders.

Name

Snowball Analytics

Legal name

Snowball Analytics SAS

Website

https://snowball-analytics.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Snowball Analytics is a bootstrapped French SaaS platform serving global retail investors with unified portfolio tracking, dividend analytics, and brokerage synchronization across 1,000+ brokers, 70+ exchanges, and 25+ currencies via web and mobile apps.

Ownership category

akta.pro rank

Product category

Investment Portfolio Tracking Software

NAICS

Software Publishers (513210)

SIC

Investment Advice (6282)

akta.pro primary industry

Digital Retirement Platforms (IRA/401(k), Pension & Decumulation) (FSAGAEAF)

Keywords

• Portfolio tracking software
• Dividend tracking platform
• Investment analytics tools
• Personal finance software
• Brokerage aggregation services

Headquarters

HQ city

Lyon

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations

Revenue model

1. Subscription Plans: Snowball Analytics operates on a tiered subscription model with Trial, Starter, and Investor plans. The Trial plan offers 14-days free access to all functions. Starter and Investor plans provide brokerage connection capabilities with different account limits (1 account for Starter, up to 10 accounts for Investor). Additional plans include Expert with unlimited portfolios and holdings.
2. Premium Brokerage Integration: Yodlee brokerage connection feature is available with Trial, Starter and Investor plans. Trial users can link up to 2 accounts, Starter users can link 1 account, and Investor plan users can link up to 10 accounts.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels6 records

Core offering

Snowball Analytics provides a web-based SaaS and mobile platform that consolidates investment portfolios across multiple brokerages, automates dividend tracking and forecasting, and delivers analytics (TWR, XIRR, Sharpe ratio, benchmarking) for individual retail investors. The platform supports stocks, ETFs, mutual funds, and custom assets across 70+ exchanges and 25+ currencies, with brokerage synchronization powered by Yodlee and SnapTrade.

Product overview

Snowball Analytics is a unified investment portfolio tracking and dividend management platform designed for retail long-term investors. The core platform is organized around a Portfolio Tracker that consolidates all investments, which connects to specialized sub-modules including a Stock Tracker, Dividend Tracker with Dividend Rating, Dividend Calendar with payout/ex-dividend sub-calendars, Dividend Calculators, Portfolio Analytics (with benchmarking and risk metrics), Portfolio Rebalancing, and Portfolio Lab for backtesting and simulation. The platform supports both Holdings-type portfolios (current positions only) and Transactions-type portfolios (full trade history) and enables aggregation of multiple portfolios via Composite Portfolios. Users can track publicly traded stocks, ETFs, and funds across 70+ exchanges in 25+ currencies, as well as custom off-market assets such as real estate and P2P loans. The platform is accessible via web, iOS app, and Android app, with brokerage synchronization powered by Yodlee and SnapTrade.

Differentiator

Problem solved

Functional benefit

Products and services

• Portfolio Tracker Central portfolio management module that consolidates all user investments in one place, supporting both Holdings and Transactions portfolio types, multiple currencies, and brokers.
• Stock Tracker Standalone tool that lets users monitor individual stock performance, view real-time pricing, access company fundamentals, and track dividends for any publicly traded security.
• Dividend Tracker Monitors dividend income, tracks the growth of company payouts, forecasts passive income, and displays yield, yield on cost, and dividend growth metrics.
• Dividend Calendar Calendar tool displaying past, declared, and estimated dividend payouts, helping users track dates and amounts and compare projected income for the year ahead.
• Dividend Rating Proprietary scoring system assessing the financial condition of dividend-paying companies based on 13 fundamental indicators, where lower scores indicate greater stability and lower risk of dividend cuts.
• Dividend Calculators Suite of calculators that forecast dividend income over user-defined holding periods, model DRIP scenarios, project compound growth, and calculate yield on cost.
• Portfolio Analytics Analytics engine providing portfolio performance metrics, benchmarking against indices (S&P 500, NASDAQ, FTSE, TSX), risk-adjusted returns (Sharpe, Sortino), diversification analysis, and IRR/TWR calculations.
• Portfolio Rebalancing Tool that generates buy/sell recommendations based on user-defined target allocations and categories, with optional price deviation consideration, fractional share support, and minimum per-share thresholds.
• Portfolio Lab Investment simulation environment with a Calculator mode for modeling dividend income and diversification and a Backtest mode for evaluating portfolio behavior against historical data and benchmarks.
• Mobile App (iOS) Native iOS application for managing and analyzing investment portfolios on mobile devices, featuring portfolio overview, dividend analytics, transaction management, watchlists, and home screen widgets; rated 4.8 with approximately 4,600 ratings.
• Mobile App (Android) Native Android application providing portfolio management, dividend tracking, calendar views, and transaction management on Android devices; rated 4.8 with approximately 2,500 ratings.
• Community / Public Portfolios Social platform enabling users to share portfolios publicly, browse other investors' portfolios, leave comments, and apply community-based filters such as dividend yield thresholds, IRR, and portfolio age.

Quantifiable outcome

• 200,000+ portfolios tracked
• +2 more outcomes

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability4 records

Feature8 records

Partnerships

Three partnerships are on record, tiered core.

• YodleecoreTechnology or IntegrationYodlee provides automated brokerage connection infrastructure enabling Snowball Analytics users to link their brokerage accounts for automatic portfolio synchronization. Holdings and transactions import and sync nightly. Yodlee supports connections with Fidelity, TD Ameritrade, Charles Schwab, M1 Finance, Vanguard, Interactive Brokers, E*Trade, Chase, Wells Fargo, and thousands more brokers globally.
• EODHDcoreTechnology or IntegrationEODHD provides comprehensive market data including stock prices, dividends, financial statements, and historical data for companies traded on 70+ exchanges globally. Powers the stock tracker, dividend analytics, and financial information features on the platform.
• SnapTradecoreTechnology or IntegrationSnapTrade provides additional brokerage connection infrastructure with one-day synchronization delay. Used alongside Yodlee to provide broader brokerage support for users.

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Sharesight: Closest direct competitor: a portfolio tracking SaaS platform focused on dividend investors and long-term retail investors, with multi-currency support, brokerage integrations, dividend calendars, and benchmarking. Even referenced directly on Snowball's own 'vs' comparison page.
• Kubera: Premium portfolio tracker for individuals and families tracking net worth across multiple asset types including investments, real estate, and crypto. Comparable in its multi-asset tracking and analytics focus for retail investors.
• Delta (by eToro): Multi-broker portfolio tracking app with strong mobile presence, supporting stocks, ETFs, crypto, and other assets. Comparable PLG mobile-first approach with brokerage aggregation and analytics for retail investors.
• DivvyDiary: Dividend-focused portfolio tracking tool with dividend calendar, projection, and analytics. Direct competitor in the dividend investor niche that Snowball Analytics explicitly targets.
• Parqet: European-based portfolio tracking platform with brokerage integration, dividend tracking, and analytics. Direct competitor in the European retail investor segment with similar feature set and PLG model.

Emerging players

• Stockopedia: Stock research and portfolio analytics platform serving UK and European retail investors. Overlaps in fundamental analysis, dividend data, and portfolio analytics for self-directed investors.
• Seeking Alpha: Investment research platform with portfolio tracking tools and dividend grades. Comparable in the dividend-focused retail investor audience and analytical content offerings.

Broad incumbents

• Morningstar Portfolio Manager: Established incumbent offering portfolio tracking, mutual fund analytics, and investment research. Comparable in the analytics and benchmarking functionality, but operates at much broader scale with enterprise distribution.
• Yahoo Finance Premium: Mainstream finance platform with portfolio tracking, dividend data, and marketplace data. Comparable in offering free/paid portfolio tracking and dividend information to retail investors at much larger scale.
• Personal Capital / Empower: Large incumbent combining portfolio tracking with wealth management and advisory services. Overlaps in retail investment tracking and analytics, but Empower is a registered advisor while Snowball is purely analytics; broader service portfolio.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/SnowballSupport
• LinkedInlinkedin.com/company/snowball-analytics

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Snowball Analytics