Snowball Analytics

Snowball Analytics is built for a specific kind of investor: someone tracking dividend income across several brokerage accounts and wanting one place to see total dividends received, projected future income, and how a position’s yield has changed over time. You import holdings from your broker rather than linking a bank account the way a budgeting app would, and the platform builds dividend calendars and growth charts from there.

It does include a combined net-worth view that adds up balances across linked accounts, which is where it overlaps with this category, but everyday spending, bills, and bank-account budgeting aren’t really what it’s for. The free tier limits you to one portfolio and roughly 10 holdings, enough to try the dividend-tracking features, while paid plans start near $80 a year for fuller portfolio and holdings limits. It’s worth a look for dividend investors who want sharper income tracking than a typical budgeting app provides, not as a replacement for one.