VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
Addepar vs Snowball Analytics comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Snowball Analytics
snowball-analytics.com
At a glance
| Addepar | Snowball Analytics | |
|---|---|---|
| Free tier | ||
| Free trial | 14 days | |
| Starting price | — | $6.665833333333333/mo |
| Enterprise option | ||
| Available plans | Platform (SaaS) | Free, Starter, Investor, Expert |
Vote sentiment comparison
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Platform details
| Attribute | Addepar | Snowball Analytics |
|---|---|---|
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate FundsReal EstateOptionsFuturesCryptos | StocksETFsMutual FundsBondsCommoditiesCurrenciesCryptosReal EstateFundsOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Data freshness | End of Day | End of Day |
API access | REST | Not specified |
Export formats | JSONPDF | CSV |
Coverage overlap
Categories covered by Addepar only.
Categories covered by Snowball Analytics only.
Frequently Asked Questions
What's the difference between Addepar and Snowball Analytics?
Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while Snowball Analytics specializes in Portfolio, Watchlist, and Backtesting. They overlap in 2 categories, so choose based on your preferred workflow and pricing.
Is Addepar or Snowball Analytics free to use?
Snowball Analytics offers a free tier that lets you get started without paying, while Addepar requires a subscription. If budget is a concern, start with Snowball Analytics and upgrade later if you need more advanced features.
Which is better for beginners—Addepar or Snowball Analytics?
Snowball Analytics is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Does Addepar or Snowball Analytics have an API?
Addepar provides API access for programmatic data retrieval and custom integrations. Snowball Analytics doesn't currently offer an API, so you'll need to use their web interface.
Should I choose Addepar or Snowball Analytics?
Choose Addepar if you need Multi-product web and data platform for wealth managers, family offices, private banks and institutions, aggregating “every ownable asset” across 50+ markets worldwide into a single source of truth for even the most complex portfolios., and Comprehensive, customizable portfolio reporting and dashboards that can combine any asset class or currency, with drag-and-drop templates, firm-branded layouts and client-ready visualizations for different stakeholder audiences.[1,15]. Go with Snowball Analytics if Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., and Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies. better fits how you invest.
What asset classes do Addepar and Snowball Analytics cover?
Both cover Stocks, Bonds, ETFs, Mutual Funds, Funds, Currencies, Real Estate, and Cryptos. Addepar also includes Closed-End Funds, Private Funds, Options, and Futures. Snowball Analytics adds coverage for Commodities, and Other.
Can I export data from Addepar and Snowball Analytics?
Snowball Analytics supports data exports to CSV. Addepar has more limited export options.
Can Addepar or Snowball Analytics connect to my broker?
Addepar connects with brokers for portfolio syncing. Snowball Analytics requires manual portfolio entry or data import.
Can I track my portfolio with Addepar or Snowball Analytics?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.