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Free to download. For educational purposes only — not financial advice.
Your personal AI for understanding and tracking your personal finance.
Snowball Analytics is a portfolio and dividend tracker from Snowball Analytics SAS (Lyon, France). It follows stocks, ETFs and funds across 30+ currencies, tracks dividend income on a calendar, and adds backtests and rebalancing, with a free plan for 1 portfolio and 10 holdings and paid plans from $79.99 a year (September 2026).
| Feature | Richify | Snowball Analytics |
|---|---|---|
| Net Worth Tracking (USD) | All assets & liabilities | Portfolio + custom assets |
| Dividend Tracking & Calendar | ✗ | Automatic, with calendar and yield on cost |
| Stocks, ETFs & Funds | Tracked in net worth | Thousands of assets, 30+ currencies |
| Backtests & Rebalancing | ✗ | Backtests; rebalance tool |
| Account Linking | No — manual entry | Broker linking on paid plans; CSV/report import on all |
| Property & Mortgage in Net Worth | Built-in, manual | Custom assets: 1 free, 5 Starter, unlimited Investor+ |
| AI Explanations & Coaching | Built-in AI (Felix) | "Why is it moving" on Investor+ |
| What-If Scenario Planning | Recession, rates, Roth conversions | Portfolio backtests |
| Compare to US Net Worth Benchmarks | Age benchmarks (Fed SCF) | ✗ |
| Free Plan | Free trial, then paid plans | Free: 1 portfolio, 10 holdings |
| Paid Pricing | Paid plans after trial | $79.99 / $149.99 / $249.99 a year |
The Verdict
Snowball Analytics is the better choice if your focus is a stock and ETF portfolio and the dividend income it pays: its calendar, yield-on-cost tracking and backtests go deeper than a net worth app, and it has a free plan for small portfolios. Richify is the better fit if you want your whole balance sheet in one place, property and mortgage included, with an AI that explains it, what-if scenarios and US benchmarks by age, without linking any account. Many investors could use both. Richify offers a free trial before paid plans.
Last reviewed: · Reviewed by the Richify team
Track your net worth, run calculators, and get built-in AI insights — all in one app. Start with a free trial.
Try Richify — Free TrialSnowball Analytics is a portfolio and dividend tracker run by Snowball Analytics SAS in Lyon, France. It tracks stocks, ETFs and funds, projects and records dividend income on a calendar, measures performance and yield on cost, and offers backtests and a rebalancing tool.
You can import brokers' reports on every plan and link a brokerage on paid plans.
As listed on its pricing page in September 2026: Free at $0 (1 portfolio, 10 holdings), Starter at $79.99 a year or $7.99 a month, Investor at $149.99 a year or $14.99 a month (10 portfolios), and Expert at $249.99 a year or $24.99 a month (unlimited portfolios). Paid plans have a 14-day free trial with no credit card.
Snowball is built around an investment portfolio, and dividends in particular. Richify is built around your whole net worth: property and mortgages, cash, retirement accounts and debts alongside investments, with an AI that explains your numbers, what-if scenarios and US net worth benchmarks by age.
If dividend income is the number you watch, Snowball goes deeper; if you want the full picture, Richify does.
Yes. Some investors keep a dividend tracker for their brokerage accounts and use Richify for the household balance sheet: the home, the mortgage, retirement accounts and the net worth trend over time.
Not with either. Richify is manual-entry and never asks for bank or broker logins.
Snowball lets you add holdings manually or import brokers' reports on every plan, and link a brokerage on paid plans; it states that it does not store broker account credentials.
No. Richify is educational and does not provide personalized investment advice. Snowball Analytics also states it is not a registered investment advisor.
Comparison is educational only. Features and pricing may change. We strive for accuracy but recommend verifying directly with each service.
