Alternatives to Snowball Analytics
An online portfolio tracker for stocks, ETFs and funds with a focus on dividend income. The listings below can replace it for an important use case. Each note says what changes if you switch.
The original
Snowball Analytics
An online portfolio tracker for stocks, ETFs and funds with a focus on dividend income.
Replacements
Listings that take over the same core job as Snowball Analytics.
Sharesight
An online stock portfolio tracker that reports performance, dividends and investment tax figures.
Sharesight is also a hosted tracker with hundreds of broker integrations, focusing on performance, dividend and tax reporting, and its free plan is limited to 10 holdings and one portfolio.
Parqet
A portfolio tracker that visualises the performance of stocks, ETFs and crypto, including dividends.
Parqet combines several brokerage accounts and shows total return including dividends on web, iOS and Android, though the site and service are primarily in German.
getquin
A web platform for tracking net worth, investment portfolios and dividend income across accounts.
getquin is web only and also links brokerages and banks, with a dividend tracker and income forecasts plus net worth tracking, though some features lean on AI tools.
Ghostfolio
A self-hosted wealth dashboard that tracks stocks, ETFs, crypto and cash across platforms and shows what your portfolio is actually made of.
Ghostfolio is open source under AGPL-3.0 and can be self-hosted, but it has no broker connections, so transactions are entered or imported by hand.
Portfolio Performance
Calculates how your investments are actually doing across several accounts, using the measures a professional would use.
Portfolio Performance is a free, open-source desktop app that keeps data in a local file and calculates time-weighted and internal rates of return, with no mobile apps.
Wealthfolio
An open-source, local-first app for tracking investments, net worth, spending and retirement plans.
Wealthfolio is free, open source and local-first, adding net worth, budgets and retirement planning, but imports rely largely on CSV statements rather than broker connections.
Finary
A wealth-tracking app that combines investments, crypto, savings and budget into one net-worth view.
Finary combines investments, crypto, savings and budget into one net worth view on web and mobile, and is oriented toward French users and account types such as PEA.
Kubera
A hosted net worth tracker for stocks, crypto, property, debts and other assets in any currency.
Kubera is a paid hosted net worth tracker covering property, crypto and other assets in any currency, rather than a dividend-focused stock tracker, and is web only.
Similar software
Related functionality, not a direct replacement.
TradingView
A web charting platform and trader community for stocks, indices, futures, forex and crypto.
CoinStats
A crypto portfolio tracker that combines wallets and exchanges across many blockchains in one view.
ProjectionLab
A web tool for simulating long-term finances, retirement and financial independence plans.
Boldin
Web-based retirement and financial planning software for building plans and running what-if scenarios.
Rotki
Open-source, local-first portfolio and tax tracker that protects user privacy.
CoinGecko Portfolio
A free crypto portfolio tracker from CoinGecko for following holdings across thousands of coins and NFTs.
