Roundup

Best Snowball Analytics alternatives

Seven tools that do a similar job to Snowball Analytics for dividend and income investors — ranked on income forecasting, yield on cost and dividend calendars, and honest about which one wins for you.

The short answer

If you are leaving Snowball Analytics and income is your priority, the closest like-for-like alternatives are Sharesight (strong tax and income reporting, global) and getquin (dividend calendar plus forward cash-flow projection). Digrin is the best free option for yield on cost and projected dividends. If you care less about forecasting income and more about whether your decisions were any good, StackViewer is worth a look — but we list it honestly below, not automatically at the top. Snowball Analytics itself remains excellent for dividend forecasting, so be clear about why you are switching before you do.

Snowball Analytics is a genuinely good dividend tracker. It forecasts forward income, shows yield on cost, keeps a clean dividend calendar, rates dividend safety, models DRIP compounding, and lets you backtest income portfolios over 30-plus years. Its free plan is capped at one portfolio and ten holdings, and paid tiers run from €79.99 to €249.99 a year (verified on snowball-analytics.com/public/pricing, 9 September 2026). Most people who look for an alternative are not unhappy with the dividend features — they want something Snowball does not emphasise: deeper performance analytics, a decision journal, broader real-time-ish sync, or simply a different price point.

This roundup is weighted for dividend and income investors, because that is who Snowball Analytics serves. The summary table leads with the three columns income investors actually check first — dividend forecasting, yield on cost, and a dividend calendar — before anything else. We only list tools we could verify on their live sites, and we say plainly where each one loses. If a fact here drifts out of date, tell us at hello@stackviewer.net and we will fix it.

How to judge a dividend tracker by hand first

Before you trust any tool's forecast, it helps to know the two numbers it is really computing, so you can sanity-check them yourself. Do this once with a calculator and the software stops being a black box.

Yield on cost. This is annual dividend income divided by what you originally paid, not by today's price. Say you bought 100 shares at €40 (€4,000 invested) and the company now pays €2.40 a share a year. Annual income is 100 × €2.40 = €240. Yield on cost is €240 ÷ €4,000 = 6.0%. The current yield (against a €60 price, say) would only be €240 ÷ €6,000 = 4.0%. Yield on cost is the number income investors care about because it shows how a growing dividend rewards patience — and it is the number every tool below claims to compute.

Forward annual income. Add up, for every holding, shares held × the most recent declared annual dividend per share. For a three-stock sleeve paying €240, €180 and €320, forward income is €740 a year, or roughly €61.67 a month averaged out. A dividend calendar then spreads that across the actual pay dates so you can see the lumpy months. If a tool's forecast disagrees wildly with your hand figure, it is usually mishandling a special dividend, a currency conversion, or a recent cut — which is exactly the kind of thing to test before you rely on it.

With those two checks in your pocket, here is how the alternatives stack up.

The alternatives at a glance

Tool Dividend forecasting Yield on cost Income calendar Broker sync Free tier Price (as of 10 Sep 2026)
Snowball Analytics (incumbent) Yes, multi-year + DRIP Yes Yes Nightly (SnapTrade / Yodlee) + CSV Yes (1 portfolio, 10 holdings) Free; €79.99–€249.99/yr
1. Sharesight Yes (future income) Yes Yes Broker sync + CSV + manual Yes (up to 10 holdings) Free; up to ~€13.50/portfolio/mo
2. getquin Yes (cash-flow projection) Yes Yes Broker sync (mainly EU) + manual Yes Free; getquin+ paid tier
3. Digrin Yes (projected dividends) Yes Yes Limited broker sync + CSV/manual Yes (generous free) Free; low-cost premium
4. DivTracker Yes (projections) Yes Yes Mostly manual / limited import Yes Free; paid mobile tier
5. Simply Wall St Partial (research-led) No (not its focus) Partial Broker sync + manual Limited free Free; ~$10–20/mo tiers
6. StackViewer No forward projection Yes Yes 31 brokers, read-only OAuth; 3× daily, values ~30 min Free forever, no card Free; paid plan
7. A spreadsheet Whatever you build Whatever you build Manual None Free Free (your time)

Snowball Analytics facts and prices checked on snowball-analytics.com/public/pricing and /dividend-tracker, 9 September 2026. Other tools verified on their own live sites the same day. Prices for non-EU tools shown in their headline currency. Tell us at hello@stackviewer.net if anything here is out of date and we will correct it.

1. Sharesight — the closest like-for-like for income and tax

Sharesight is the alternative most Snowball Analytics users end up comparing against, and for good reason: it tracks price and dividend information across 700,000-plus stocks, ETFs and funds on 60-plus global exchanges (verified on sharesight.com, 9 September 2026), forecasts future income, shows yield on cost, and produces genuinely strong dividend and capital-gains tax reports broken out by local and foreign income. You add holdings by connecting a broker, uploading a spreadsheet, or entering trades manually. The free tier covers up to 10 holdings; paid plans scale by portfolio and top out around €13.50 per portfolio per month.

Where it beats Snowball Analytics: its tax reporting is deeper and more country-aware (franking credits in Australia, foreign-income splits in the US, UK and Canada), and its data coverage of global exchanges is broader for many users. Where it loses: it is pricier than Snowball's flat annual fee once you run several portfolios, and its interface is more report-driven than Snowball's visual dividend dashboards. Choose Sharesight if tax season is the moment your tracker has to earn its keep.

2. getquin — dividend calendar plus a community

getquin pairs a clean dividend calendar and forward cash-flow projection with a social layer where investors share portfolios. Its dividend tracker collects payouts, shows dividend growth rate, projects future cash flows and plots cumulative payouts in clear charts (verified on getquin.com/dividend-tracker, 9 September 2026). It also tracks net worth across asset classes, so it doubles as an aggregator.

Where it beats Snowball Analytics: the free tier is generous, the mobile experience is polished, and the community feed is genuinely useful for idea generation. Where it loses: broker sync is strongest for European brokers and thinner elsewhere, and its performance analytics are less rigorous than Snowball's benchmarking. Choose getquin if you are a European income investor who likes seeing what others hold.

3. Digrin — the best free dividend tracker

Digrin is a free portfolio dividend tracker built squarely for dividend investors: it tracks dividends, ex-dates, yield on cost, dividend growth rate and XIRR, projects future dividends, and offers a calendar, performance-versus-benchmark charts, tax estimates and broker sync (verified on digrin.com, 9 September 2026). For the price of nothing, it covers most of what a Snowball free or Starter user needs.

Where it beats Snowball Analytics: price — the core dividend workflow is free with no ten-holding cap the way Snowball's free plan imposes. Where it loses: the interface is plainer, data coverage outside major US and European names can be patchy, and broker sync is more limited. Choose Digrin if you want yield on cost and projected income without paying a cent.

4. DivTracker — a beautiful mobile-first option

DivTracker is a purpose-built dividend app with income projections and a dividend calendar, and it is the nicest to look at on a phone. It is squarely a dividend tool rather than a full performance suite.

Where it beats Snowball Analytics: mobile design and speed for a quick "when does my income arrive" check. Where it loses: broker sync is mostly manual or limited import, so it takes more upkeep, and there is little in the way of deep analytics. Choose DivTracker if you track a focused income portfolio by hand and want it to look good.

5. Simply Wall St — research-led, not income-led

Simply Wall St is a research and visualisation tool: its "snowflake" analysis and forecasts are excellent for deciding what to buy, and it can track a portfolio. It is included here because dividend investors often use it alongside a tracker.

Where it beats Snowball Analytics: forward-looking company research and readable visuals are best-in-class. Where it loses: it is not really a yield-on-cost or income-calendar tool, so it complements rather than replaces Snowball. Choose Simply Wall St as a research companion, not as your income ledger.

6. StackViewer — for judging your decisions, not forecasting income

Here is the honest placement: StackViewer is not the best pick if forward dividend forecasting is your main job. We do not do multi-year income projection or DRIP compounding modelling the way Snowball Analytics does. We show a dividend calendar and yield on cost, but income planning is not our centre of gravity.

What StackViewer does that Snowball does not: it connects 31 brokers via read-only OAuth (through SnapTrade), syncs three times a day with values refreshing roughly every 30 minutes, and pairs a portfolio tracker with a proper trading journal. It computes 15-plus risk metrics — Sharpe, Sortino, Alpha, Beta, Max Drawdown, VaR — and adds behavioural analysis: you tag each trade with a reason, a conviction level and an emotion, and over time it shows whether your exits are costing you more than your picks are earning. It is built for people who hold for months to years across two to four brokers and have never had one true, blended return number. Choose StackViewer if your question is "were my decisions any good?" rather than "how much income arrives next quarter?" See exactly how it compares in our StackViewer vs Snowball Analytics head-to-head.

Curious what decision-quality analysis actually looks like on a real portfolio? See it on the live demo portfolio →

7. A spreadsheet — still a real answer

A well-built Google Sheet or Excel model with GOOGLEFINANCE or a data add-in can forecast income, track yield on cost and lay out a dividend calendar for free, and you own every formula. It is the honest baseline every tool on this list is trying to beat. Where it loses: no automatic broker sync, no reconciliation when a broker restates a dividend, and it breaks quietly when a ticker changes. If you already keep one and it works, you may not need to switch at all — our guide to calculating your true return across multiple brokers shows the manual method in full.

What none of these — including us — do perfectly

Be clear-eyed about the trade-offs. StackViewer is not real-time: values refresh roughly every 30 minutes and sync runs three times a day, so it is unsuitable for day traders who need tick-level data. Custom and non-broker assets (property, private holdings, some crypto) are excluded from StackViewer's analytics, whereas Snowball Analytics and getquin will hold them. We also have gaps in EU broker coverage that some European tools do not. And StackViewer does not produce the country-specific tax reports Sharesight does. On the income side specifically, if your whole reason for a tracker is forward dividend forecasting and DRIP modelling, Snowball Analytics, Sharesight or Digrin are simply better fits than we are — we would rather tell you that now than have you churn later.

How to decide in one minute

Pick by the job you actually need done. Want the closest income-and-tax replacement for Snowball? Sharesight. Want free yield on cost and projected dividends? Digrin. Want a European dividend calendar with a community? getquin. Want research to decide what to buy? Simply Wall St. Want to know whether your buy and sell decisions across several brokers are any good? StackViewer — and read the full head-to-head first. Happy with your sheet? Keep it.

Frequently asked

What is the best Snowball Analytics alternative for dividend investors?
For pure dividend and income work, Sharesight and getquin are the closest like-for-like alternatives: both forecast income, show yield on cost and provide a dividend calendar. Digrin is the strongest free option. Snowball Analytics itself remains excellent for income forecasting, so most people leave it for a reason other than dividends — usually deeper performance analytics, a trading journal, or a lower long-run price.
Is there a free alternative to Snowball Analytics?
Yes. Digrin is free for dividend tracking with yield on cost and projected income. Sharesight is free up to 10 holdings. getquin has a free tier. StackViewer has a free-forever plan with no credit card. Snowball Analytics also has a free plan, capped at 1 portfolio and 10 holdings as of 9 September 2026.
Does StackViewer forecast dividend income like Snowball Analytics?
StackViewer shows a dividend calendar and yield on cost, but it does not do multi-year forward-income projection or DRIP compounding modelling the way Snowball Analytics does. If forward income planning is your main job, Snowball Analytics, Sharesight or Digrin fit better. StackViewer is built for judging the quality of buy and sell decisions across 2–4 brokers.

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Comparison accurate to the best of our knowledge on 9 September 2026, based on publicly available information from snowball-analytics.com and each tool's own website. Product names and trademarks belong to their respective owners; StackViewer is not affiliated with Snowball Analytics or any other tool listed. Not financial advice.