QuantRidge vs Snowball Analytics
Portfolio tracking with a strong focus on dividends and income.
What each one is for
Dividend investors. Forecasting income, tracking growth in payouts and visualising a dividend calendar is what it does well, and it is inexpensive for that.
Running a taxable portfolio with the tax consequences attached — cost basis across every account, wash-sale warnings before the repurchase, harvestable losses, Roth conversion room against bracket thresholds, and a Form 8949 your preparer can file from.
On pricing: Free tier capped by number of holdings.
Choose Snowball Analytics if
Dividend income is the point of your portfolio and you want it visualised clearly.
We would rather say that here than have you find it out a month after subscribing to the wrong thing.
Where QuantRidge differs
Dividend visibility is one view inside QuantRidge rather than the product. If income tracking is all you need, Snowball is lighter and cheaper — and we would rather say so than pretend otherwise.
The thing Snowball Analytics cannot offer
Snowball is built for dividend and income investors, and that audience sets the roadmap — reasonably, because it is the audience. If your question is about harvesting losses in a taxable account rather than forward yield, you are not who the next release is for.
QuantRidge is small enough that one person's problem can become a feature. The Founding 50 is built around exactly that: 50 accounts at $40/month for 12 months, in exchange for telling us what is missing. We build it and you watch it ship. Month 13 renews at $175, which we would rather say here than in a footnote.
Questions people ask
Is QuantRidge a replacement for Snowball Analytics?
Not always, and this page says where it is not. Dividend income is the point of your portfolio and you want it visualised clearly. If that describes you, Snowball Analytics is the better choice and plenty of people run both.
What does QuantRidge cost?
$175 a month for individuals, flat, with a 14-day free trial and no percentage of your assets. A limited Founding 50 offer is open: the next 50 approved accounts pay $40/month for 12 months, then renew at the $175 list price.
Can I run QuantRidge and Snowball Analytics together?
Yes, and for some people that is the right setup rather than a compromise. What Snowball Analytics is for: Dividend investors. Forecasting income, tracking growth in payouts and visualising a dividend calendar is what it does well, and it is inexpensive for that. QuantRidge connects to brokerages read-only and does not touch anything Snowball Analytics is doing, so running both costs you nothing beyond the second subscription.
Does QuantRidge manage my money?
No. QuantRidge is software, not a Registered Investment Adviser, broker or custodian. Brokerage connections are read-only — it can see positions and transactions but cannot trade or move money. Your money stays where it is.
Also compared with
Snowball Analytics is a trademark of its owner and is not affiliated with QuantRidge. This comparison reflects our understanding as of the date above; confirm anything decisive on their site. Nothing here is investment, tax or legal advice.