Looking for a Snowball Analytics Alternative?
Snowball Analytics has some of the best dividend tracking of any portfolio tool available, and a genuinely clean interface. This comparison isn't about which tool is "better" overall — it's about one specific, well-documented gap: what happens when you need real tax numbers, not just a dividend calendar.
Price comparison
| Zyvo | Snowball Free | Snowball Starter | Snowball Investor |
|---|---|---|---|
| $8/mo billed monthly, or $80/yr billed annually 1 plan, everything included |
$0 1 portfolio, 10 holdings |
$79.99/yr Unlimited holdings, broker linking |
$149.99/yr Up to 10 portfolios, backtesting |
Zyvo's annual price sits almost exactly at Snowball's Starter tier — but Starter still doesn't include any capital-gains or cost-basis reporting at any price point Snowball offers.
Feature comparison
| Zyvo | Snowball Analytics | |
|---|---|---|
| Cost-basis methods (FIFO / Average Cost) | Yes | No — confirmed by Snowball's own documentation |
| Capital gains / realized-gains report | Yes, with CSV export | No |
| Dividend withholding tax tracking | Yes | Yes — among the most comprehensive available |
| True TWR & IRR performance metrics | Yes | Partial — benchmarking without full IRR |
| Portfolio concentration risk (HHI) | Yes | No |
| Rebalancing tools | No | Yes, advanced on paid tiers |
| Historical backtesting data | No | Yes, 30+ years on Investor plan |
| Try without an account | Yes, live demo | 14-day trial (signup required) |
Where Snowball Analytics has the edge
If dividends are the center of your strategy, Snowball's dividend tracking is genuinely best-in-class — automatic withholding-tax logging that recalculates from your saved tax parameters, plus a dividend calendar and rating system. Add in rebalancing tools, decades of backtesting data on the Investor plan, and broad broker connectivity (Yodlee, SnapTrade, and a native Interactive Brokers link), and it's a strong pick for a dividend-focused, hands-off investor who doesn't need capital-gains figures from the tool itself.
Where Zyvo differs
Snowball is explicit in its own documentation that it doesn't support cost-basis valuations — in February 2026 it even merged its "Cost basis" and "Average Price" columns into one, formalizing that gap. If you need to know your actual realized gain on a sale, or want to compare FIFO against Average Cost before filing, Snowball can't answer that question at any plan level. That's specifically what Zyvo is built to do, alongside HHI-based concentration risk analysis that Snowball doesn't offer either.
Frequently asked
Does Snowball Analytics calculate capital gains or cost basis?
No. Snowball's own documentation confirms there's no support for FIFO, LIFO, or any cost-basis method, and no capital-gains report — dividend withholding tax is the extent of its tax tracking. Zyvo includes a full tax report with a choice of FIFO or Average Cost, plus CSV export.
Is Zyvo cheaper than Snowball Analytics?
Zyvo's flat plan is $8/month or $80/year. Snowball's comparable Starter tier (unlimited holdings, broker linking) is $79.99/year — similar in price, but without tax-lot or capital-gains reporting at any tier.
Does Snowball Analytics have features Zyvo doesn't?
Yes — some of the most comprehensive dividend tracking available, plus rebalancing tools, years of backtesting data, and broad broker connectivity. Zyvo doesn't offer backtesting or rebalancing tools.
Try Zyvo with a real sample portfolio — no signup required.
See the FIFO vs Average Cost tax report and concentration risk for yourself before deciding.
View the live demo →Or start your free 14-day trial — no credit card required.