Snowball Analytics Alternative
Track every investment in one place and see how it really performs. Import straight from your broker, or connect a supported broker for automatic syncing.
- Every cost and currency in your return
- 100+ brokers supported
- Trusted by investors in 160+ countries
Free plan · No credit card required
Why Portseido is the best Snowball Analytics alternative
Portseido is a portfolio tracker that covers what investors use Snowball Analytics for, built first around how your investments really perform. Portseido puts powerful analytics in an easy-to-use interface, so you can see everything about your investments at a glance. Measure your performance against any benchmark, see which trades actually made money, and follow every past and upcoming dividend.
Every cost and currency in your return
Portseido includes price changes, currency effects, dividends, broker fees and withholding taxes in your return automatically, and reports time-weighted and money-weighted return against the S&P 500 or any index or ETF, in your own currency.
More analytics, simpler interface
Get more of your portfolio questions answered with Portseido, from whether you are beating the market to how exposed you are to one sector and which trades actually made money, all at a glance on one simple dashboard.
See which trades actually made money
Portseido scores every trade on its own, whether open, partly sold or closed, with cost basis, total gain, return and holding days. You can see the real return on each position and compare it with the market.
Portseido vs. Snowball Analytics
| Snowball Analytics | Portseido | |
|---|---|---|
| Best for | Dividend investors who want ratings and backtesting | Investors who want accurate returns and to see which trades made money |
| Time-weighted return (TWR) | Yes | Yes |
| Money-weighted return (IRR / MWR) | Yes | Yes |
| Performance breakdown by holdings | Yes | Yes |
| Trade analytics | No | Yes |
| Dividend calendar & forecast | Yes | Yes |
| Dividend ratings & backtesting | Yes | No |
| Web & mobile app | Yes | Yes |
Easy to import your portfolio from your broker
Bring your full transaction history to Portseido, dividends included.
Import from your broker
Connect a supported broker to Portseido for automatic syncing, or import your transaction statements from 100+ brokers worldwide. Either way, Portseido gets your complete history, including fees, currency conversions and dividends.
Meet investors who choose Portseido
Investors across 160+ countries track their portfolios with Portseido.
Snowball Analytics alternative FAQ
Is Portseido a good alternative to Snowball Analytics?
Yes, if performance matters most to you. Portseido includes every cost and currency in your return, reports time-weighted and money-weighted return against any benchmark, and scores every trade individually, in a clean and easy-to-use interface. Dividends are tracked automatically too, with a calendar of past and upcoming payments.
How do I move my portfolio from Snowball Analytics to Portseido?
The most complete way is to import your transaction history directly from your broker, which includes every fee, currency conversion and dividend. Download the history from each broker you use and upload the files to Portseido, or connect a supported broker for automatic syncing.
Does Portseido track dividends like Snowball Analytics?
Yes. Portseido records every dividend automatically, projects upcoming payments in a dividend calendar, and includes dividends in your total return, so you can see your dividend income by month, by holding and by currency.
Is Portseido free?
Portseido has a free plan that covers 100 transactions with every report included. Unlimited transactions start at US$8/month billed annually. See the pricing page for details.
Which brokers does Portseido support?
Portseido imports transaction files from 100+ brokers worldwide, including Charles Schwab, Trading 212, Wealthsimple, Fidelity, AJ Bell, Questrade, Robinhood and DEGIRO. Interactive Brokers and Trading 212 can also sync automatically. See all supported brokers.
Which markets and assets can I track?
Stocks and ETFs from 70+ exchanges worldwide, including the NYSE, NASDAQ, LSE and TSX, plus funds, cryptocurrencies and custom assets. You can search for your assets before signing up.
Does Portseido have a mobile app?
Yes. Portseido has a mobile app for iOS and Android, available on the App Store and Google Play. The Portseido app stays in sync with your web account, so you can check your portfolio, performance and dividends anywhere.
Switch from Snowball Analytics today
Import your history from your broker and see your real return in minutes.
Free plan · No credit card required