>_ alternatives to Snowball Analytics
17 research tools that do a similar job to Snowball Analytics, with the facts side-by-side.
See full data, pricing and features on the Snowball Analytics profile page.
the tool you're replacing
Snowball Analytics— Snowball Analytics is a portfolio tracking and dividend analytics platform that helps retail investors consolidate brokerage accounts, monitor performance, forecast dividend income, and analyze portfolio diversification
terminalvalue.io is a manually-reviewed index of investing tools spanning research, screeners, ai agents, data & apis, portfolio trackers, macro data, news & sentiment, and trading infrastructure. the catalog is curated with no ads or fluff.
| tool | best for | pricing | plans | who uses it |
|---|---|---|---|---|
| Snowball Analytics (this tool) | investors and analysts looking for a curated directory of investing software and data products | FREE-$ free tier | — | Retail, RIA, Family Office, Hedge Fund |
| TIKR Terminal | individual investors seeking fundamental analysis and portfolio tracking tools previously limited to institutional users. | FREE-$ free tier | Free $0/month · Plus $24.95/month · Pro $54.95/month | Retail, RIA, Family Office, Mutual Fund, Hedge Fund |
| stocksbrew | retail investors who want actionable calls on their watchlist without parsing multiple data feeds | FREE-$ free tier | Free $0 (up to 3 stocks) · Monthly $9/month · Yearly $99/year | Retail |
| Buy Side Bro | individual investors and analysts seeking professional-grade market intelligence and hedge fund quality stock research. | FREE-$ free tier | Free Tier $0 · Pro Subscription $10.00 | Retail |
| Stock Expert AI | retail investors seeking organized market data and educational research tools in plain english | FREE free tier | — | Retail |
| Rallies: AI Financial Copilot | retail investors seeking unified portfolio monitoring and conversational equity research on mobile | FREE-$ free tier | Free Free · Rallies Pro $19.99 · Rallies Pro Yearly $99.99 | Retail |
| The Dutch Investors | long-term compounding investors seeking research, valuation models, and portfolio tools in one platform | FREE-$$ free tier | — | Retail |
| Astor | busy professionals (tech workers, consultants, bankers, founders) seeking personalized portfolio guidance and market analysis based on their connected accounts. | FREE free tier | Free $0 · Pro $9.99/month (promo from $14.99) · Max $39.99/month | Retail |
| Blossom Social | retail investors who want to track portfolios and dividends alongside a community feed of other investors' activity | $? | — | Retail |
| Kinfo | retail traders who want broker-verified performance tracking with optional public sharing | FREE-$ free tier | FREE $0 · PRO $24.90/mo or $224/yr · PRO+ $44.90/mo or $398/yr | Retail |
| Stock Analysis | individual investors seeking accurate, fast, ad-light fundamental data and screening tools | FREE-$ free tier | — | Retail |
| Smallfolk | self-directed investors tracking their own stock and options portfolios and learning through book summaries | FREE-$ free tier | Free free forever · Pro advanced analytics | Retail |
| Viewfolio | long-term investors tracking assets and following institutional research mapped to their holdings | $$ | paid $49–$99 | Retail |
| Warifin | designed to help beginner investors identify high-growth opportunities and understand market trends | FREE-$$ free tier | Free $0 | Retail |
| finqOS | self-directed investors who want to document their investment rationale and review how their calls held up over time | $-$$ free tier | Free Trial $0 for 14 days · Pro Monthly $9.99/month · Pro Yearly $79.99/year · Founding Member (first 50) $39/year · Founding Member (next 200) $49/year | Retail |
| Stock Portfolio One | dividend investors and retirees building or managing income portfolios, and active options traders collecting premium alongside equity holdings. | $-$$ | Individual $5.99/mo or $59.99/yr · Investor $7.99/mo or $79.99/yr · Professional $9.99/mo or $99.99/yr | Retail |
| Exent | self-directed retail investors building long-term wealth from public equity research | FREE free tier | Free $0 forever | Retail |
| Alpha-File | tracking specific hedge funds, mutual funds, and activist investors to see their quarterly position changes and portfolio evolution | FREE free tier | — | Retail, Hedge Fund, Mutual Fund, Investment Bank, RIA, Family Office |
free alternatives to Snowball Analytics
- TIKR Terminal — individual investors seeking fundamental analysis and portfolio tracking tools previously limited to institutional users. · Free $0/month · Plus $24.95/month · Pro $54.95/month
- stocksbrew — retail investors who want actionable calls on their watchlist without parsing multiple data feeds · Free $0 (up to 3 stocks) · Monthly $9/month · Yearly $99/year
- Buy Side Bro — individual investors and analysts seeking professional-grade market intelligence and hedge fund quality stock research. · Free Tier $0 · Pro Subscription $10.00
- Stock Expert AI — retail investors seeking organized market data and educational research tools in plain english
- Rallies: AI Financial Copilot — retail investors seeking unified portfolio monitoring and conversational equity research on mobile · Free Free · Rallies Pro $19.99 · Rallies Pro Yearly $99.99
- The Dutch Investors — long-term compounding investors seeking research, valuation models, and portfolio tools in one platform
- Astor — busy professionals (tech workers, consultants, bankers, founders) seeking personalized portfolio guidance and market analysis based on their connected accounts. · Free $0 · Pro $9.99/month (promo from $14.99) · Max $39.99/month
- Kinfo — retail traders who want broker-verified performance tracking with optional public sharing · FREE $0 · PRO $24.90/mo or $224/yr · PRO+ $44.90/mo or $398/yr
- Stock Analysis — individual investors seeking accurate, fast, ad-light fundamental data and screening tools
- Smallfolk — self-directed investors tracking their own stock and options portfolios and learning through book summaries · Free free forever · Pro advanced analytics
- Warifin — designed to help beginner investors identify high-growth opportunities and understand market trends · Free $0
- finqOS — self-directed investors who want to document their investment rationale and review how their calls held up over time · Free Trial $0 for 14 days · Pro Monthly $9.99/month · Pro Yearly $79.99/year · Founding Member (first 50) $39/year · Founding Member (next 200) $49/year
- Exent — self-directed retail investors building long-term wealth from public equity research · Free $0 forever
- Alpha-File — tracking specific hedge funds, mutual funds, and activist investors to see their quarterly position changes and portfolio evolution
Snowball Analytics alternatives for other asset classes
- Kinfo (Multi-asset) — retail traders who want broker-verified performance tracking with optional public sharing · FREE $0 · PRO $24.90/mo or $224/yr · PRO+ $44.90/mo or $398/yr
- Stock Analysis (Multi-asset) — individual investors seeking accurate, fast, ad-light fundamental data and screening tools
- Viewfolio (Multi-asset) — long-term investors tracking assets and following institutional research mapped to their holdings · paid $49–$99
- TIKR Terminal— Free global terminal covering 100k+ stocks across 92 countries with S&P CapIQ financials, screener, and 10k+ investor portfolios.
- stocksbrew— Provides buy/hold/sell calls on watchlist stocks by combining fundamentals, news, Reddit, earnings, and price action into one verdict per ticker
- Buy Side Bro— Live markets, overnight thematics, stock analysis, trade tools, stock analysis, earnings insights.
- Stock Expert AI— Provides AI-generated MoonshotScore ratings (0-100) across 9 signals for 35,000+ US stocks, with portfolio screenshot OCR analysis and daily market intelligence from 70+ vetted news sources
- Rallies: AI Financial Copilot— Provides AI-powered stock research and portfolio analysis through natural language queries, connecting brokerages and bank accounts to track net worth, attribution, diversification, and risk exposure across holdings in one interface.
- The Dutch Investors— Provides stock deep dives, DCF and scenario valuations, watchlists, and portfolio tracking for long-term investors.
- Astor— Personal AI investment analyst that connects your accounts, runs deep research, and flags catalysts on your holdings 24/7.
- Blossom Social— Tracks portfolios and dividends while providing a social feed of what other retail investors are buying and discussing.EquitiesPortfolio Tracking$?· social feed showing real investor portfolios and community buying activity
- Kinfo— Tracks trading performance through verified broker integration and displays public leaderboard of top tradersMulti-assetPortfolio TrackingFREE-$· broker-verified trade tracking with optional public leaderboard
- Stock Analysis— Free financial statements, ratios, and screeners for 130k+ global stocks, ETFs, and funds — clean, fast, ad-light.
- Smallfolk— Tracks stocks and options positions, analyzes closed trades by P&L and holding period, and provides audio summaries of 100+ investing books alongside practical guides.EquitiesPortfolio TrackingFREE-$· combines portfolio tracking with an academy of narrated book summaries
- Viewfolio— Tracks portfolio performance, visualizes risk, and maps institutional research and news to holdings for long-term investors.Multi-assetPortfolio Tracking$$· maps institutional research and news directly to portfolio holdings
- finqOS— Records investment theses and supporting evidence on a research canvas alongside screener, watchlist, and portfolio tracking to document why trades were made and how calls held up over time.
- Stock Portfolio One— Tracks dividend income, grades dividend safety, simulates DRIP compounding, and manages covered call positions for income-focused equity portfoliosEquitiesPortfolio Tracking$-$$· dividend safety grading + DRIP reinvestment simulator + covered call desk
- Exent— Provides institutional-grade equity research and analysis for self-directed individual investors through AI-powered tools
- Alpha-File— Tracks hedge fund, mutual fund, and activist investor holdings aggregated from 13F, N-PORT, and beneficial-ownership filings across multiple sources