Understand your dividends, performance and allocation with answers based on your own portfolio. Ask in Snowball or connect your preferred AI app.
Ask on every plan · External MCP connections on Expert.
See access and usage details
How much can I expect in dividends?
Expected income over the next 12 months
$7,130.77Illustrative answer · Sample portfolio
The analytics you already use. Now easier to ask about.
See the kind of answers you can explore, with the underlying Snowball analytics beside them.
Illustrative answers using a sample portfolio.
Understand the year ahead, including the months when your dividend income is likely to be lower.
What dividend income can I expect over the next 12 months?
Your portfolio is projected to generate
$7,130.77over the next 12 monthsA projection based on your current holdings and dividend estimates. Actual payments may change.
Examples are demonstrations, not live AI responses.
Choose a period and see how your portfolio value changed, with the underlying history beside the answer.
How has my portfolio value changed this year?
Your portfolio value changed by
+11.99%January 1 – September 10, 2026A change in portfolio value is not the same as an investment return; deposits and withdrawals can affect it.
Examples are demonstrations, not live AI responses.
Explore your income target against the projection in Snowball, including the assumptions behind the result.
When could I reach $60,000 a year in passive income?
Your current projection reaches the target in
204721 years on the illustrated pathAn illustrative projection under the current assumptions, not a guaranteed outcome.
Examples are demonstrations, not live AI responses.
Understand the weight of individual positions and explore how your portfolio is split.
What is my largest holding?
Your largest position is
BroadcomAVGO · 22.76% of your portfolioPosition weights describe this sample portfolio. They are not recommendations to buy or sell.
Examples are demonstrations, not live AI responses.
Bring together the size, value and cost of your position without assembling the figures by hand.
What does my Cisco position look like?
Your Cisco position has a current value of
$27,138.64CSCO · 248 sharesFigures shown are from the sample holdings table and reflect the date of that snapshot.
Examples are demonstrations, not live AI responses.
Explore answers using your own portfolio.
Start your free trialUse the assistant inside Snowball, or bring your portfolio context into an AI app you already use.
Go straight from your portfolio to a question, with the built-in Ask Snowball assistant.
Ask in Claude, Cursor or another compatible app using an MCP connection to Snowball.
New accounts include 14 days of paid features, with no credit card required. Compare plans and limits
MCP lets your AI app request data from Snowball Analytics. Setup uses a key and server address — no code required.
Open the app-by-app guideAlready using Snowball? Open your profile and find the MCP tab. Using Ask inside Snowball? You can skip these steps.
In your Snowball Analytics profile, open the MCP tab. External MCP access requires Expert or the paid-feature trial.
Copy it when it appears — it is shown only once. Keep it private, just like a password.
Enter the key and server address from Snowball in your app’s connection settings. Follow the guide for your chosen app.
Link a supported broker through Yodlee or SnapTrade for daily sync, or import a statement or CSV. Answers depend on the records you keep in Snowball.
Snowball brings your holdings and transactions together, then calculates performance, dividends and allocation.
Ask and MCP can read your portfolio analytics. Nothing can be bought, sold, added or edited in your portfolio from the chat.
Snowball Analytics does not use your portfolio data to train models. External AI apps follow their own data policies and settings.
Regenerate or delete your MCP key in Snowball. The old key stops working immediately. It is shown once and stored only as a hash.
Answers help explain your portfolio data and are not investment recommendations. Review the underlying figures and assumptions before making a decision.
Access, setup and what the assistant can do with your data.
Ask Snowball is the built-in assistant on the web and in the mobile app. MCP connects the portfolio you track in Snowball to an external AI app such as Claude or Cursor. Both read Snowball analytics; the place where you ask is different.
Ask Snowball is available on every plan, with usage limits that vary by plan. External connections through MCP require Expert. New accounts include a 14-day trial of paid features, with no credit card required.
You can link a supported broker for automatic sync, or import a broker statement or CSV. The answers depend on the portfolio data you keep in Snowball Analytics.
No. Both Ask and MCP are read-only. Nothing can be bought, sold, added or edited in your portfolio from the chat.
Claude, Cursor and other apps that support the required MCP connection. Setup and availability can differ by app. Use the app-by-app guide linked in the connection section.
Snowball Analytics does not use your portfolio data to train models. When you use an external AI app, its own data policies and settings apply. Review those settings before connecting.
No. For MCP, create a key in your Snowball profile and enter it with the server address in your AI app’s connection settings. Ask inside Snowball does not require an MCP key.
Snowball Analytics does not provide investment recommendations. The answers help you understand the data in your portfolio; investment decisions remain yours.
Understand your income, performance and allocation with the data you already track.
Ask on every plan, with plan-based limits. MCP connections require Expert.