Disclosure: SmartFolio is ours. Snowball Analytics is not, and we have no deal with its makers. Both get the same four fields below, including their drawbacks.
Short answer
For deep return analysis across brokers — commissions, currency effects, taxes — Snowball Analytics goes further. For several portfolios free, with no account and your data on your phone, pick SmartFolio.
Snowball Analytics consolidates brokerage accounts, puts dividend and coupon income on a calendar, and breaks down how much of your return went to commissions and currency moves. The free plan tracks one portfolio; more portfolios depend on your subscription.
SmartFolio is free with multiple portfolios. It imports your broker’s file, shows your income by month, year and stock, and estimates the next 12 months of dividends.
Pick SmartFolio if
- You want more than one portfolio without paying
- You don’t want to register anywhere
- You want each account imported as its own portfolio
Pick Snowball Analytics if
- You hold bonds and want coupon income on a calendar
- You want commissions and currency effects broken out
- You set income goals and track when you’ll reach them
Side by side
| SmartFolio (ours) | Snowball Analytics | |
|---|---|---|
| Price | Free — no subscription, ads or in-app purchases | Free plan (one portfolio); more portfolios with a subscription |
| Account needed | None | Registration, without personal information |
| Where your data lives | On your iPhone or iPad only | With Snowball Analytics |
| Getting trades in | Import your broker’s export file (guides for 19 brokers) or any CSV or Excel file; convert other statements with your own AI assistant; or add trades by hand | Integrations with many brokers |
| Dividends | Income by month, year and stock, plus the next 12 months estimated | Dividend and coupon calendar, expected and actual payments |
| Return analysis | Realized and unrealized, lot by lot (FIFO), with the gain on every sale | Annualized returns, commissions, currency effects and taxes |
The two apps in detail
SmartFolio
Ours
- Best for
- Investors who want stocks, ETFs, dividends and crypto in one private place — imported from their broker’s file, with no login
- Highlights
- Import from 19 brokers — Wealthsimple, Questrade, TD, Fidelity, Schwab, Robinhood and more — or any CSV or Excel file
- Every buy, sale and dividend on each stock, with the gain on every sale (FIFO, lot by lot)
- Dividend and interest income, plus an estimate of the next 12 months
- Free, with no account and no ads; data stays on the device, with CSV export
- Pricing
- Free
- Watch out
- There is no live brokerage sync — to update, you import the file your broker lets you download or add trades yourself. It needs iOS 26.2 or later, and because everything is stored on the device there is no web view.
Snowball Analytics
- Best for
- Dividend and bond investors who want deep return analysis across brokers
- Highlights
- Consolidates multiple brokerage accounts
- Calendar for dividend and coupon income, expected and actual
- Shows commissions, currency revaluation and taxes in your returns
- Pricing
- Free plan tracks one portfolio; more with a subscription
- Watch out
- One portfolio on the free plan, so tracking a TFSA and an RRSP separately means paying.
The real difference: analysis depth against a free, private tracker
Snowball Analytics is an analyst’s tool. If you want to know how much currency moves cost you, or plan when your income reaches a goal, it answers questions most trackers don’t ask.
SmartFolio covers what most dividend investors check every month — income by month and stock, expected dividends, yield on cost, time-weighted returns — in several portfolios, free, without the data leaving your device.
Other options
Every app of this kind we have compared is in the best stock portfolio tracker apps for iPhone.
Common questions
Is Snowball Analytics free?
Its free plan tracks one portfolio. The number of portfolios depends on your subscription plan.
Does SmartFolio show expected dividends?
Yes. The Income report estimates the next 12 months of dividends from what you hold now, with yield and yield on cost.
Can I keep separate accounts in SmartFolio?
Yes. Each imported account can become its own portfolio, and you switch with one tap.
Which works better in Canada?
SmartFolio has import guides for Wealthsimple, Questrade, TD, RBC, BMO, Scotia iTRADE, CIBC, National Bank and Qtrade.
App Store listings checked on 29 September 2026. Prices change — each entry describes how an app is paid for rather than a number that goes stale.
Published · No affiliate links
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