Snowball Analytics logovsSharesight logoDividend Wealth logoThird column: Dividend Wealth

Dividend tracker comparison, updated 2026-11-09; prices as checked 2026-10-11

Snowball Analytics vs Sharesight: pricing, forecasting and features compared

Snowball Analytics is cheaper on the entry plan: Snowball Analytics Starter is $79.99 a year against $84 for Sharesight Starter, a difference of $4.01 a year. Of the 22 points we check, Snowball Analytics is ahead on 6 (dividend safety or quality score, income goal tracking and dividend screener) and Sharesight on 3 (DRIP modelling, portfolios on paid plans and public API). On dividend forecasting Snowball Analytics rates "Partly" and Sharesight "Partly"; Dividend Wealth projects every future payment with a date, an amount and a confidence tier out to 10 years. Dividend Wealth, which we make, is the third column: $99.99 a year on Standard or $1,500 once for life, with dividend safety scores, a screener and free research pages, and no mobile app yet.

We make Dividend Wealth, so it sits in the third column and is labelled as ours. Snowball Analytics and Sharesight are described from their public pricing and feature pages, linked under Sources; anything we could not confirm is marked "Not verified".

At a glance
Snowball AnalyticsSharesightDividend Wealthours
What it isA 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.A performance and tax reporting tracker for global investors: 60+ markets, trade imports from 200+ brokers, automatic dividend and DRP tracking, and a Future Income report of upcoming payouts.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.
CompanySnowball Analytics SAS, Lyon, FranceSharesight Limited, Wellington, New ZealandDividend Wealth
PlatformsWeb, iOS and Android appsWeb, iOS and Android appsWeb (responsive); no native mobile app yet
Paid plansStarter $7.99/mo or $79.99/yr; Expert $24.99/mo or $249.99/yrStarter $9.33/mo or $84/yr; Premium $31/mo or $279/yrStandard $9.99/mo or $99.99/yr; Premium $19.99/mo or $199.99/yr; Lifetime $1,500 once
Free plan1 portfolio, 10 holdings.1 portfolio, 10 holdings including closed positions, 1 custom group.1 portfolio, 10 holdings, 25 transactions; no brokerage linking.
Free trial14 days of full access, no card; two portfolios during the trial.Free plan instead of a trial; a demo portfolio shows the paid reports.14 days of Standard, no card required.
Scale (self-reported)Not stated on the pages we read200,000+ investors (as stated on sharesight.com)2,700+ users, 4,000+ portfolios and $340M+ of assets tracked (as stated on dividend-wealth.com)
TrustpilotScore unavailableScore unavailableScore unavailable
Pricing
List prices in US dollars as published on each pricing page on 2026-10-11. Promotions change; the links above go to the live pages.
ProductPlanMonthlyYearlyWhat you get
Snowball AnalyticsFree$0$01 portfolio, 10 holdings, 1 custom asset
Snowball AnalyticsStarter$7.99/mo$79.99/yr1 portfolio, unlimited holdings, broker linking, dividend ratings, rebalancing
Snowball AnalyticsInvestor$14.99/mo$149.99/yrSeveral portfolios, 30+ years of backtest data
Snowball AnalyticsExpert$24.99/mo$249.99/yrUnlimited portfolios, holdings and custom assets; MCP access for AI tools
SharesightFree$0$01 portfolio, 10 holdings (including closed), 1 custom group, basic support
SharesightStarter$9.33/mo$84/yr$7 a month billed annually; 1 portfolio, 30 holdings, 3 custom groups
SharesightStandard$24/mo$216/yr$18 a month billed annually; 4 portfolios, unlimited holdings, 5 custom groups, advanced reports
SharesightPremium$31/mo$279/yr$23.25 a month billed annually; 10 portfolios, unlimited holdings, 10 custom groups, priority support
Dividend WealthFree$0$01 portfolio, 10 holdings, 25 transactions, no brokerage linking
Dividend WealthStandard$9.99/mo$99.99/yr6 portfolios (1 brokerage-linked + 5 manual), unlimited holdings and transactions, forecasting and safety scores
Dividend WealthPremium$19.99/mo$199.99/yrUnlimited portfolios and unlimited linked brokerage accounts
Dividend WealthLifetime$1,500 oncen/aPremium forever, one payment (or 3 payments of $500); all future Premium features included

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.

US prices from sharesight.com/us/pricing. Sharesight prices its plans by region, so other countries see different figures.

$0$125$250$375$500Snowball Analytics Starter$79.99Snowball Analytics Investor$149.99Snowball Analytics Expert$249.99Sharesight Starter$84Sharesight Standard$216Sharesight Premium$279Dividend Wealth Standard$99.99Dividend Wealth Premium$199.99
Cost of one year on each paid plan when billed yearly. Dividend Wealth Lifetime ($1,500 once) is not a yearly cost and is left out.

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.

Snowball Analytics

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.

Sharesight

Partly — The Future Income report lists paid, pending, announced and estimated upcoming dividends; no multi-year dated forecast or confidence rating.

Dividend Wealth

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.

Read the forecasting method.

Feature by feature
22 points, the same for every comparison on this site. "Not verified" means we could not confirm it from the vendor's public pages and would rather say so than guess.
FeatureSnowball AnalyticsSharesightDividend Wealthours
Income
Dividend forecastingPartly — Projects payouts for the next 12 months, month by month, with average dividend growth per holding. No dated multi-year forecast or confidence rating.Partly — The Future Income report lists paid, pending, announced and estimated upcoming dividends; no multi-year dated forecast or confidence rating.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.
Dividend calendarYes — Dividend calendar.Yes — Dividend calendar with the date, amount and payment status of every dividend in the portfolio.Yes — Market-wide calendar with presets (Aristocrats, Kings, monthly payers, REITs) plus a per-portfolio calendar of ex-dates and pay dates.
Dividend safety or quality scoreYes — Dividend rating on Starter and above.No — No dividend safety score found.Yes — Resilience Score for dividend durability and an A+ to F Overall Rating built from six published subscores.
DRIP modellingPartly — Compound growth calculator; received dividends tracked automatically.Yes — Tracks dividend reinvestment plans (DRPs) automatically for supported markets.Yes — DRIP toggle in Goals & What-If projections; DRIP backtests in the compare tool.
Income goal trackingYes — Goal tracking tab.No — None found.Yes — Income goals with year-to-date progress and milestone alerts.
Tracking
Brokerage syncYes — Yodlee, SnapTrade and Interactive Brokers from Starter; 1,000+ brokers claimed. Many European brokers import via report files rather than a live link.Yes — 200+ brokers by trade-confirmation email import and broker connections, Robinhood, Charles Schwab and Interactive Brokers among them.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.
Manual transactionsYes — Manual entry, broker report import and a corporate-actions tab for splits.Yes — Manual trades, unlisted investments and cash accounts on every plan.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.
CSV import and exportYes — Broker report and CSV import.Yes — Bulk trade import from a spreadsheet file; reports export to spreadsheet and PDF.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.
Portfolios on paid plansPartly — 1 on Starter, several on Investor, unlimited on Expert.Yes — 1 on Free and Starter, 4 on Standard, 10 on Premium.Yes — 6 on Standard (1 linked + 5 manual); unlimited on Premium and Lifetime.
Free plan limitsPartly — 1 portfolio, 10 holdings.Partly — 1 portfolio, 10 holdings including closed positions, 1 custom group.Partly — 1 portfolio, 10 holdings, 25 transactions; no brokerage linking.
Research
Dividend screenerPartly — Simple dividend screener with 16 filter options.No — None found.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.
Curated stock and ETF listsNot verified — Not found on the pages we could read.No — None found.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.
Stock and ETF research pagesYes — 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.No — No public per-ticker research pages found.Yes — Free research pages for thousands of US-listed stocks and ETFs: dividend history, yield, forecast and FAQ.
Side-by-side ticker comparisonPartly — Benchmark comparison against indexes (TWR and IRR), not ticker against ticker.Partly — Benchmarking against an index or fund, not ticker against ticker.Yes — Interactive DRIP comparison for up to 15 tickers, plus 1,200+ published pair pages (fees, yield, returns, overlap).
Community and public portfoliosPartly — Public portfolio sharing.Partly — A community forum; portfolios can be shared with people you choose.Yes — Public portfolios and a portfolio contest.
Platform
Mobile appYes — iOS and Android apps.Yes — iOS and Android apps (Sharesight - Portfolio Tracker).No — No native app yet. The web app works on phones.
Public APINo — No public REST API verified.Yes — Developer API for partners.No — Not yet; a public API is on the roadmap.
MCP server for AI assistantsYes — MCP access on the Expert plan.No — None found.No — Not yet. An MCP server, so AI assistants such as ChatGPT and Claude can read your portfolio and forecasts, is in progress.
Markets and currenciesYes — 70+ exchanges and 30+ currencies; stocks, ETFs, funds, bonds, crypto, real estate and custom assets; custom withholding-tax rates.Yes — 60+ markets and 700,000+ stocks, ETFs and funds; a base currency per portfolio with currency impacts worked out.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.
Billing
Lifetime planNo — No lifetime plan.No — No lifetime plan.Yes — $1,500 once, or 3 payments of $500.
Free trialYes — 14 days of full access, no card; two portfolios during the trial.Partly — Free plan instead of a trial; a demo portfolio shows the paid reports.Yes — 14 days of Standard, no card required.
RefundsNot verified — Not stated on the pages we could read.Not verified — Not stated on the pricing page.Partly — Cancel anytime; cancellation stops renewals but the current period is not refunded.

Where each one is ahead

Counted from the table above. A tracker is "ahead" on a point when its verdict ranks higher (Yes over Partly over No) and both verdicts are verified; unverified points are left out of the count.

Snowball Analytics over Sharesight
6 of 22 points
  • Dividend safety or quality score. Dividend rating on Starter and above.
  • Income goal tracking. Goal tracking tab.
  • Dividend screener. Simple dividend screener with 16 filter options.
  • Stock and ETF research pages. 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.
  • MCP server for AI assistants. MCP access on the Expert plan.
  • Free trial. 14 days of full access, no card; two portfolios during the trial.
Sharesight over Snowball Analytics
3 of 22 points
  • DRIP modelling. Tracks dividend reinvestment plans (DRPs) automatically for supported markets.
  • Portfolios on paid plans. 1 on Free and Starter, 4 on Standard, 10 on Premium.
  • Public API. Developer API for partners.
Dividend Wealth over both
5 of 22 points
  • Dividend forecasting. 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.
  • Dividend screener. 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.
  • Side-by-side ticker comparison. Interactive DRIP comparison for up to 15 tickers, plus 1,200+ published pair pages (fees, yield, returns, overlap).
  • Community and public portfolios. Public portfolios and a portfolio contest.
  • Lifetime plan. $1,500 once, or 3 payments of $500.

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 Sharesight if: You hold stocks across several countries or currencies, need tax reports (capital gains, taxable income) as much as dividend tracking, or import trades from a broker outside North America.

Pick Dividend Wealth if: You invest for dividend income first and want every payment forecast with a date, an amount and a confidence tier, scored for safety and reconciled to your statements, with research, lists and comparisons you can read without an account.

What ten years costs
The entry plan of each tracker, billed yearly at today's list prices, and Dividend Wealth's one-time lifetime licence.
  • Snowball Analytics Starter
  • Sharesight Starter
  • Dividend Wealth Standard
  • Dividend Wealth Lifetime
$0$500$1,000$1,500$2,000Year 12345678910
Total paid after each year, billed yearly at today's prices. Dashed lines are one-time lifetime licences (Dividend Wealth). After 10 years: Snowball Analytics Starter $799.90, Sharesight Starter $840, Dividend Wealth Standard $999.90, Dividend Wealth Lifetime $1,500.

Frequently asked questions

Is Snowball Analytics cheaper than Sharesight?

Snowball Analytics is cheaper on the entry plan: Snowball Analytics Starter is $79.99 a year against $84 for Sharesight Starter, a difference of $4.01 a year. Prices checked 2026-10-11.

Which has better dividend forecasting, Snowball Analytics or Sharesight?

They rate the same ("Partly"). 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. Sharesight: The Future Income report lists paid, pending, announced and estimated upcoming dividends; no multi-year dated forecast or confidence rating. 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.

Does Snowball Analytics or Sharesight have a mobile app?

Snowball Analytics: iOS and Android apps. Sharesight: iOS and Android apps (Sharesight - Portfolio Tracker). Dividend Wealth: No native app yet. The web app works on phones.

Can I use Snowball Analytics or Sharesight without linking a brokerage?

Snowball Analytics: Manual entry, broker report import and a corporate-actions tab for splits. Sharesight: Manual trades, unlisted investments and cash accounts on every plan. 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.

Which covers more markets and currencies, Snowball Analytics or Sharesight?

Snowball Analytics: 70+ exchanges and 30+ currencies; stocks, ETFs, funds, bonds, crypto, real estate and custom assets; custom withholding-tax rates. Sharesight: 60+ markets and 700,000+ stocks, ETFs and funds; a base currency per portfolio with currency impacts worked out. Dividend Wealth: 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.

Is there an alternative to Snowball Analytics and Sharesight for dividend investors?

Dividend Wealth, which publishes this page. It is ahead of both on dividend forecasting, dividend screener, side-by-side ticker comparison and community and public portfolios. Standard is $99.99 a year, or $1,500 once for a lifetime licence, with a 14 days of standard, no card required. It has no mobile app yet. The full comparisons are at Dividend Wealth vs Snowball Analytics and Dividend Wealth vs Sharesight.

Sources and how we checked

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.

Sharesight

Dividend Wealth

Product names and logos belong to their owners and are shown to identify each tracker.

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