Stockveil vs Snowball Analytics
Both track a portfolio well. They are built around different questions — and this page tries to be the version you would trust if you already used both.
Snowball is built around income
Dividend tracking is its centre of gravity, and it is good at it — a 13-parameter safety rating, payout forecasting, multi-currency support across dozens of exchanges, and native mobile apps with years of reviews behind them. If your question is “what will my dividends pay me, in my currency, on my phone”, that is a real answer.
Stockveil is built around what you own
Three funds can hide one concentrated bet. Stockveil unpacks every fund into the companies underneath — from the funds’ own SEC filings — then scores what it finds, grades it against your age and the purpose of the money, and projects it forward with a simulation that says out loud it is not a forecast.
Feature by feature
| Feature | Stockveil | Snowball |
|---|---|---|
| Free plan with unlimited holdings | 10 holdings | |
| Fund look-through into underlying holdings | ||
| Look-through data from SEC filings | ||
| Fund overlap between your own funds | ||
| Workplace 401(k) funds without tickers | Manual entry | |
| AI research reports with an analyst panel | ||
| AI advisor grounded in your portfolio | ||
| Bring your own AI key (no markup) | ||
| Monte Carlo projections | ||
| Age- and purpose-aware portfolio grade | ||
| Rebalancing tool | Paid tiers | |
| Allocation backtests | ||
| Dividend calendar and forecasts | ||
| Dividend safety rating | ||
| Benchmark that receives your real deposits | ||
| Public portfolios to learn from | ||
| Brokerage linking | SnapTrade | Yodlee |
| iOS and Android appsStockveil is web-only today. | ||
| Multi-currency and 70+ exchangesStockveil is US-market focused. | ||
| 30+ years of backtest history | Fund lifetime |
Compiled from Snowball Analytics’ public pricing and product pages. Products change — if something here is out of date or unfair, tell us and we will correct it.
Judge it yourself
The demo is a real portfolio with real fund look-through. Two minutes will tell you more than this table.