A Snowball alternative with no holding cap.
Snowball Analytics is a portfolio tracker with a strong dividend side. FortuneOK does the same basic job with a different emphasis: money in more than one currency, returns that say what they are, and no cap on how much you can track for free.
The table lists what Snowball publishes about itself, next to what FortuneOK does today. We read their pages on the date below and link every one of them.
Last checked .
Side by side
Scroll the table sideways to read every column.
| Topic | Snowball Analytics | FortuneOK |
|---|---|---|
| Price | A free plan, then Starter at 79.99 a year, Investor at 149.99 a year and Expert at 249.99 a year, billed yearly or monthly. All prices are in USD. | Free for tracking by hand, with no card. Broker sync is the one paid feature: $119 billed annually or $14 billed monthly, taxes included, and free for 14 days. |
| Free option | A permanent free plan, and a 14-day trial of the paid features with no card. After the trial the account switches to the free plan and, they say, keeps its data. | Free forever for tracking by hand, with no card. Broker sync is free for 14 days, then paid. |
| Plan limits | Free: 1 portfolio, 10 holdings and 1 custom holding. Starter: unlimited holdings and 5 custom holdings. Investor: 10 portfolios and unlimited custom holdings. Expert: unlimited portfolios. | No plan limit on holdings or portfolios. The only ceilings are technical: 2,500 assets and 50 portfolios. |
| Currencies | 25+ currencies. Holdings can be entered in several currencies and viewed in your own, with exchange rates against the base currency shown. | Any base currency. Each trade is converted at the rate of its own day, and the returns row shows how much of a gain came from the exchange rate. |
| Brokers | Automatic connections through the Yodlee aggregator, which they say reach over 1,000 brokers, from the Starter plan. Importing a broker's report is on the free plan. | Syncs from 28 brokers. A CSV or Excel file covers the rest, and it is read in your browser. |
| File import | A supported broker's report, or a custom CSV of trades. | CSV or Excel import of transactions, read in your browser and never uploaded. |
| Return method | Their help center explains XIRR as the way to measure a return when deposits and withdrawals vary. The result depends on whether cash movements are tracked. | Money-weighted (XIRR) and time-weighted return, side by side. Nothing held under a year is turned into a yearly rate. |
| Benchmarks | Limited on the free plan; full benchmarking against any asset from Investor. Their site names the S&P 500, NASDAQ, FTSE and TSX among the indices. | The performance chart overlays the S&P 500. |
| Dividends and research | A dividend calendar, top dividend stock lists, company fundamentals history and portfolio backtests (10 years on the free plan, 30+ on Investor). | Income you receive is tracked from your transactions. There is no backtesting. |
| Tax | No tax report is listed. Dividends can be shown before and after tax, and a custom withholding tax can be set. | No tax reports and no tax calculation. |
| Assets | Stocks, funds and REITs, precious metals, currency, and custom assets such as rent or a deposit. | Stocks, ETFs, funds, crypto, cash, real estate, cars and precious metals. |
| Phone | iOS and Android apps. | A web app that works on a phone. There is no separate app. |
Choose Snowball Analytics if
- You want dividend research: a calendar, top-yield lists and company fundamentals.
- You want to backtest a portfolio, which they offer and FortuneOK does not.
- You want broker connections through an aggregator that, they say, reaches over 1,000 brokers.
- You want a native iOS or Android app.
Choose FortuneOK if
- You hold more than 10 holdings or more than one portfolio and want to track them free, with no cap.
- You want time-weighted return beside money-weighted, to compare yourself with a fund or an index.
- You hold money in several currencies and want every trade converted at the rate of its own day.
- You want goals, allocation targets and a net worth that includes property, cars and metals in one place.