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Dividend tracker comparison, updated 2026-11-09; Snowball Analytics prices as checked 2026-10-11
Dividend Wealth vs Snowball Analytics: pricing, forecasting and features compared
Snowball Analytics is the broader tracker: it handles more asset types, more currencies and more exchanges, and its performance maths (IRR, benchmarks, rebalancing, 30-year backtests) go deeper. Dividend Wealth is the deeper dividend tool: it forecasts each payment with a date and a confidence tier, reconciles manual portfolios transaction by transaction, and publishes 1,200+ side-by-side ticker comparisons anyone can read. Snowball's Starter plan is $2 a month cheaper than Dividend Wealth's Standard but covers one portfolio; Dividend Wealth also sells a lifetime licence, which Snowball does not.
| Dividend Wealth | Snowball Analytics | |
|---|---|---|
| What it is | A dividend tracker built around forecasting: every future payment is projected with a date, an amount and a confidence tier, portfolios can be linked to a brokerage or reconciled by hand, and the research pages are free to read. | A multi-asset portfolio tracker with strong dividend tools: stocks, ETFs, funds, bonds, crypto and custom assets in 30+ currencies, with IRR, benchmark comparison and a rebalancing tool. |
| Company | Dividend Wealth | Snowball Analytics SAS, Lyon, France |
| Platforms | Web (responsive); no native mobile app yet | Web, iOS and Android apps |
| Paid plans | Standard $9.99/mo or $99.99/yr; Premium $19.99/mo or $199.99/yr; Lifetime $1,500 once | Starter $7.99/mo or $79.99/yr; Expert $24.99/mo or $249.99/yr |
| Free plan | 1 portfolio, 10 holdings, 25 transactions; no brokerage linking. | 1 portfolio, 10 holdings. |
| Free trial | 14 days of Standard, no card required. | 14 days of full access, no card; two portfolios during the trial. |
| Scale (self-reported) | 2,700+ users, 4,000+ portfolios and $340M+ of assets tracked (as stated on dividend-wealth.com) | Not stated on the pages we read |
| Trustpilot | Score unavailable | Score unavailable |
| Product | Plan | Monthly | Yearly | What you get |
|---|---|---|---|---|
| Dividend Wealth | Free | $0 | $0 | 1 portfolio, 10 holdings, 25 transactions, no brokerage linking |
| Dividend Wealth | Standard | $9.99/mo | $99.99/yr | 6 portfolios (1 brokerage-linked + 5 manual), unlimited holdings and transactions, forecasting and safety scores |
| Dividend Wealth | Premium | $19.99/mo | $199.99/yr | Unlimited portfolios and unlimited linked brokerage accounts |
| Dividend Wealth | Lifetime | $1,500 once | n/a | Premium forever, one payment (or 3 payments of $500); all future Premium features included |
| Snowball Analytics | Free | $0 | $0 | 1 portfolio, 10 holdings, 1 custom asset |
| Snowball Analytics | Starter | $7.99/mo | $79.99/yr | 1 portfolio, unlimited holdings, broker linking, dividend ratings, rebalancing |
| Snowball Analytics | Investor | $14.99/mo | $149.99/yr | Several portfolios, 30+ years of backtest data |
| Snowball Analytics | Expert | $24.99/mo | $249.99/yr | Unlimited portfolios, holdings and custom assets; MCP access for AI tools |
Snowball's website blocks automated access, so these prices come from two independent reviews that quote the official pricing page as checked on 24 September and 11 October 2026. Confirm on snowball-analytics.com/pricing.
Dividend forecasting: how far ahead, and how sure
Every tracker here lists upcoming payouts. The difference is whether it projects each future payment on its own date, how far ahead it goes, whether it says how confident it is, and whether the method is published. This is the feature Dividend Wealth was built around.
Dividend WealthEach future payment is projected individually with a date, an amount, a growth assumption and a High, Medium or Low confidence tier, out to 10 years in the what-if projections. Built from each holding's own payment history, with the method published.
Two numbers answer two questions: Forward Income is today's run-rate; Forecasted Dividends model timing and growth payment by payment. Read the forecasting method.
Snowball AnalyticsProjects payouts for the next 12 months, month by month, with average dividend growth per holding. No dated multi-year forecast or confidence rating.
Tracking without linking a brokerage
Plenty of investors will not hand a third party read access to their brokerage, or hold accounts no aggregator supports. For them the question is how exactly a hand-kept portfolio can match the statement.
Dividend WealthUnlimited on paid plans (25 on Free). Enter the ticker, date and shares; the price auto-fills from the actual close on that date, and stock splits are applied automatically so statements reconcile.
Import a full transaction history or current holdings from CSV; export the same Symbol, Type, Date, Shares, Price, Fee format and re-import it.
Manual portfolios, holdings and history stay accessible at every tier, including Free. See adding transactions and importing holdings.
Snowball AnalyticsManual entry, broker report import and a corporate-actions tab for splits.
CSV: Broker report and CSV import.
Brokerage sync: Yodlee, SnapTrade and Interactive Brokers from Starter; 1,000+ brokers claimed. Many European brokers import via report files rather than a live link.
| Feature | Dividend Wealth | Snowball Analytics |
|---|---|---|
| Income | ||
| Dividend forecasting | Yes — Each future payment is projected individually with a date, an amount, a growth assumption and a High, Medium or Low confidence tier, out to 10 years in the what-if projections. Built from each holding's own payment history, with the method published. | Partly — Projects payouts for the next 12 months, month by month, with average dividend growth per holding. No dated multi-year forecast or confidence rating. |
| Dividend calendar | Yes — Market-wide calendar with presets (Aristocrats, Kings, monthly payers, REITs) plus a per-portfolio calendar of ex-dates and pay dates. | Yes — Dividend calendar. |
| Dividend safety or quality score | Yes — Resilience Score for dividend durability and an A+ to F Overall Rating built from six published subscores. | Yes — Dividend rating on Starter and above. |
| DRIP modelling | Yes — DRIP toggle in Goals & What-If projections; DRIP backtests in the compare tool. | Partly — Compound growth calculator; received dividends tracked automatically. |
| Income goal tracking | Yes — Income goals with year-to-date progress and milestone alerts. | Yes — Goal tracking tab. |
| Tracking | ||
| Brokerage sync | Yes — Plaid and SnapTrade (Schwab, Vanguard, Fidelity, Robinhood, Interactive Brokers and more). One linked account on Standard, unlimited on Premium. Imports holdings and about two years of transactions. | Yes — Yodlee, SnapTrade and Interactive Brokers from Starter; 1,000+ brokers claimed. Many European brokers import via report files rather than a live link. |
| Manual transactions | Yes — Unlimited on paid plans (25 on Free). Enter the ticker, date and shares; the price auto-fills from the actual close on that date, and stock splits are applied automatically so statements reconcile. | Yes — Manual entry, broker report import and a corporate-actions tab for splits. |
| CSV import and export | Yes — Import a full transaction history or current holdings from CSV; export the same Symbol, Type, Date, Shares, Price, Fee format and re-import it. | Yes — Broker report and CSV import. |
| Portfolios on paid plans | Yes — 6 on Standard (1 linked + 5 manual); unlimited on Premium and Lifetime. | Partly — 1 on Starter, several on Investor, unlimited on Expert. |
| Free plan limits | Partly — 1 portfolio, 10 holdings, 25 transactions; no brokerage linking. | Partly — 1 portfolio, 10 holdings. |
| Research | ||
| Dividend screener | Yes — Dividend stock screener with 21 filters: 17 numeric ranges (yield, payout ratio, increase streak, consistency, 1-, 5- and 10-year dividend growth, P/E, PEG, P/B, upside to target, return on equity, net margin, revenue growth, net debt to EBITDA, beta, market cap) plus sector, stock or ETF, payment frequency and a minimum A+ to F grade; seven one-click strategy presets. | Partly — Simple dividend screener with 16 filter options. |
| Curated stock and ETF lists | Yes — 37 curated lists, free to read with live data: Dividend Aristocrats, Kings and Champions, monthly and weekly payers, covered-call, YieldMax and bitcoin-income ETFs, highest yield, undervalued, oversold, top rated and more. | Not verified — Not found on the pages we could read. |
| Stock and ETF research pages | Yes — Free research pages for thousands of US-listed stocks and ETFs: dividend history, yield, forecast and FAQ. | Yes — Public stock and ETF pages for each asset (financials, dividends, charts), comparable to Dividend Wealth's research pages; Fund X-ray and dividend ratings inside the app. |
| Side-by-side ticker comparison | Yes — Interactive DRIP comparison for up to 15 tickers, plus 1,200+ published pair pages (fees, yield, returns, overlap). | Partly — Benchmark comparison against indexes (TWR and IRR), not ticker against ticker. |
| Community and public portfolios | Yes — Public portfolios and a portfolio contest. | Partly — Public portfolio sharing. |
| Platform | ||
| Mobile app | No — No native app yet. The web app works on phones. | Yes — iOS and Android apps. |
| Public API | No — Not yet; a public API is on the roadmap. | No — No public REST API verified. |
| MCP server for AI assistants | No — Not yet. An MCP server, so AI assistants such as ChatGPT and Claude can read your portfolio and forecasts, is in progress. | Yes — MCP access on the Expert plan. |
| Markets and currencies | Yes — 26 exchanges across the US, Canada and Europe. Holdings stay in their trading currency; portfolios, income and transactions are shown in your choice of 10 display currencies (USD, CAD, EUR, GBP, AUD, CHF, JPY, SEK, DKK, NOK) at daily FX rates. | Yes — 70+ exchanges and 30+ currencies; stocks, ETFs, funds, bonds, crypto, real estate and custom assets; custom withholding-tax rates. |
| Billing | ||
| Lifetime plan | Yes — $1,500 once, or 3 payments of $500. | No — No lifetime plan. |
| Free trial | Yes — 14 days of Standard, no card required. | Yes — 14 days of full access, no card; two portfolios during the trial. |
| Refunds | Partly — Cancel anytime; cancellation stops renewals but the current period is not refunded. | Not verified — Not stated on the pages we could read. |
Where Snowball Analytics is stronger- Covers stocks, ETFs, funds, bonds, crypto, real estate and custom assets in 30+ currencies on 70+ exchanges.
- IRR and time-weighted returns, benchmark comparison, a rebalancing tool and backtests going back 30+ years.
- Native iOS and Android apps.
- Per-holding withholding-tax settings, which matter for investors outside the US.
- Starter costs $79.99 a year against Dividend Wealth's $99.99 Standard.
Where Dividend Wealth is stronger- Forecasts every future payment individually, with its date, amount and a confidence tier, out to 10 years; Snowball shows the next 12 months by month.
- Six portfolios on the entry paid plan; Snowball's Starter is one portfolio and unlimited portfolios need the $249.99 Expert plan.
- Manual records reconcile against statements: prices auto-fill from the actual close on the purchase date and splits are applied automatically.
- 1,200+ published ticker comparisons, curated lists and lessons that need no account, alongside free research pages with a dividend forecast for each ticker.
- A lifetime licence ($1,500) instead of a subscription for life.
Which should you pick?
Pick Snowball Analytics if: You hold assets beyond stocks and ETFs (real estate, P2P lending, crypto, bonds), trade on exchanges outside North America and Europe, import from a European broker by report file, or care more about IRR and benchmark analysis than about dividend forecasting.
Pick Dividend Wealth if: Your portfolio is US-listed dividend stocks and ETFs, you want to know what each holding will pay and when, you keep manual or partly manual records, or you would rather pay once than subscribe.
- Dividend Wealth Standard
- Dividend Wealth Lifetime
- Snowball Analytics Starter
- Snowball Analytics Expert
Frequently asked questions
Is Dividend Wealth cheaper than Snowball Analytics?
On the entry paid plan Snowball Analytics is cheaper: Snowball Analytics Starter ($79.99 a year) against Dividend Wealth Standard ($99.99 a year), a difference of $20 a year. At the top of the range, Dividend Wealth Premium is $199.99 a year and Snowball Analytics Expert is $249.99 a year. Dividend Wealth also sells a lifetime licence for $1,500, which costs less than Snowball Analytics Expert after 7 years. Snowball Analytics has no lifetime plan. Prices checked 2026-10-11.
Which has better dividend forecasting, Dividend Wealth or Snowball Analytics?
Dividend Wealth. Each future payment is projected individually with a date, an amount, a growth assumption and a High, Medium or Low confidence tier, out to 10 years in the what-if projections. Built from each holding's own payment history, with the method published. Snowball Analytics: Projects payouts for the next 12 months, month by month, with average dividend growth per holding. No dated multi-year forecast or confidence rating.
Can I use Snowball Analytics or Dividend Wealth without linking a brokerage?
Both. Dividend Wealth: Unlimited on paid plans (25 on Free). Enter the ticker, date and shares; the price auto-fills from the actual close on that date, and stock splits are applied automatically so statements reconcile. Snowball Analytics: Manual entry, broker report import and a corporate-actions tab for splits.
Does Snowball Analytics have a mobile app? Does Dividend Wealth?
Snowball Analytics: iOS and Android apps. Dividend Wealth: No native app yet. The web app works on phones.
Is Snowball Analytics better for European investors than Dividend Wealth?
For most European investors, yes. Snowball supports 70+ exchanges, 30+ currencies and custom withholding-tax rates, and imports from many European brokers by report file. Dividend Wealth covers 26 US, Canadian and European exchanges, shows portfolios in 10 display currencies (EUR, GBP, CHF, SEK, DKK and NOK among them) at daily rates, and links brokerages through Plaid and SnapTrade.
We make Dividend Wealth. Prices and limits were read from the pages below; self-reported user counts are quoted from each vendor and labelled. Anything we could not confirm is marked "Not verified". Spotted an error? Email support@dividend-wealth.com.
- Snowball Analytics pricing (official; blocks automated access) (checked 2026-11-09)
- EU Investing Hub review, prices checked 11 Oct 2026 (checked 2026-10-11)
- Find My Moat review, prices checked 24 Sep 2026 (checked 2026-09-24)
- Snowball Analytics on the App Store (checked 2026-11-09)
- Dividend Wealth pricing (checked 2026-11-09)
- Forecasted Dividends methodology (checked 2026-11-09)
- Brokerage linking guide (checked 2026-11-09)
- Adding transactions guide (checked 2026-11-09)
- Ticker coverage: 26 exchanges (checked 2026-11-09)
- Changelog, 25 Oct 2026: display currencies (checked 2026-11-09)
Product names and logos belong to their owners and are shown to identify each tracker.