Tool Comparison
Kubera vs Snowball Analytics
- Paid from
- $250/yr, billed annually
- Free plan
- No
- Platforms
- Web, Mobile, Desktop
Best if
- You want an API so you can script or automate things
- You want APIs & data feeds, advisor operations, and custom dashboards.
- Paid from
- $79.99/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You'd rather start free and only pay if you outgrow it
- You want a lower paid starting price: $79.99/yr, billed annually instead of $250/yr, billed annually
- You want watchlist, backtesting, and dividends.
Pick Kubera if
Kubera
From $250/yr, billed annually · Web · Mobile · Desktop
- You want an API so you can script or automate things
- You want APIs & data feeds, advisor operations, and custom dashboards.
Pick Snowball Analytics if
Snowball Analytics
Free • From $79.99/yr, billed annually · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You want a lower paid starting price: $79.99/yr, billed annually instead of $250/yr, billed annually
- You want watchlist, backtesting, and dividends.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Kubera and Snowball Analytics cover a lot of the same ground (2 shared categories, portfolio and broker connectors), so for the basics you won't go far wrong with either. Snowball Analytics simply does more: 18 categories to Kubera's 7, including watchlist, backtesting, and dividends. Kubera counters by keeping things simpler.
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Kubera
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Key differences at a glance
- Free plan
- Snowball Analytics
- Cheaper paid plan
- Snowball Analytics$79.99/yr, billed annually vs $250/yr, billed annually
- Broader coverage
- Snowball Analytics18 vs 7 categories
- Desktop app
- Kubera
- API access
- Kubera
- Beginner friendly
- Snowball Analytics
What Kubera does best
- Aggregate global bank, brokerage, crypto, and other financial accounts through multiple connectors including Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, Salt Edge, and manual entry.
- Tracking public securities, bank balances, bonds, funds, private-company equity, venture investments, real estate, vehicles, precious metals, crypto wallets, exchanges, DeFi, NFTs, staking, lending, and other alternatives.
- Monitor wealth across currencies while viewing consolidated net worth and performance in a chosen base currency.
- Nested portfolios and entity-level balance sheets for holding companies, trusts, partnerships, subsidiaries, and other complex ownership structures on higher-tier plans.
- Sharing tools for selected portfolios with family members, assistants, advisors, or collaborators using granular access control where the plan supports it.
What Snowball Analytics does best
- Supported records include stocks, ETFs, funds, bonds, crypto, currencies, commodities, cash, real estate, and user-defined assets.
- Accounts can be populated through Yodlee or SnapTrade connections, broker reports, CSV files, or manual entry.
- Composite views combine accounts and custom assets for net-worth and allocation analysis.
- Performance fields include portfolio value, invested capital, profit, dividends, realized profit and loss, fees, dividend taxes, IRR, TWR, beta, and period returns.
- Dividend tools cover projected income, payment history, growth, yield, yield on cost, withholding-tax settings, ratings, calendars, and reinvestment planning.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | From $250/yr, billed annually | Free • From $79.99/yr, billed annually |
Free tier | No | Yes |
Free trial | 14 days | 14 days |
Plan limits | 7 limits: Essentials: api requests per day: 6,000, Essentials: api rate limit per minute: 600 +5 more | 22 limits: Free: portfolios: 1, Free: holdings: 10 +20 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | Plaid, Mastercard +7 more | Yodlee, SnapTrade +2 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Pro Retail, Retail Traders +3 more | Retail Traders, Pro Retail +4 more |
Categories covered | 7 | 18 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 3 signals: Granularity: EOD and Minute, Multi-currency +1 more | 6 signals: Latency: End of Day, Granularity: EOD +4 more |
Data partners | — | 3 partners: EODHD, SnapTrade +1 more |
Capabilities | 14 signals: Broker sync, Rebalancing +12 more | 7 signals: Ranking backtests, Performance attribution +5 more |
Security | 5 signals: SOC2, Status page +3 more | 3 signals: Data residency: EU, Encryption at rest +1 more |
| Try it | Visit Kubera | Visit Snowball Analytics |
Standout features
The best features of Kubera and Snowball Analytics.ShowHide
Standout features
What Kubera does best
- Aggregate global bank, brokerage, crypto, and other financial accounts through multiple connectors including Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, Salt Edge, and manual entry.
- Tracking public securities, bank balances, bonds, funds, private-company equity, venture investments, real estate, vehicles, precious metals, crypto wallets, exchanges, DeFi, NFTs, staking, lending, and other alternatives.
- Monitor wealth across currencies while viewing consolidated net worth and performance in a chosen base currency.
- Nested portfolios and entity-level balance sheets for holding companies, trusts, partnerships, subsidiaries, and other complex ownership structures on higher-tier plans.
- Sharing tools for selected portfolios with family members, assistants, advisors, or collaborators using granular access control where the plan supports it.
What Snowball Analytics does best
- Supported records include stocks, ETFs, funds, bonds, crypto, currencies, commodities, cash, real estate, and user-defined assets.
- Accounts can be populated through Yodlee or SnapTrade connections, broker reports, CSV files, or manual entry.
- Composite views combine accounts and custom assets for net-worth and allocation analysis.
- Performance fields include portfolio value, invested capital, profit, dividends, realized profit and loss, fees, dividend taxes, IRR, TWR, beta, and period returns.
- Dividend tools cover projected income, payment history, growth, yield, yield on cost, withholding-tax settings, ratings, calendars, and reinvestment planning.
All details
Every attribute we track for Kubera and Snowball Analytics.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsETFsMutual FundsCryptosReal EstateCommoditiesPrivate Funds+2 more | StocksETFsMutual FundsBondsCommoditiesCurrenciesCryptosReal Estate+2 more |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Pro RetailRetail TradersLong-term InvestorsFinancial AdvisorsFamily Offices | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsGrowth Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | EODMinute | EOD |
Pricing sources | Not specified | VendorManual |
Data partners | Not specified | EODHDSnapTradeYodlee |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKey600 req/minDocs | Not specified |
Import methods | PlaidBrokerOAuthManual | BrokerOAuthCSVManual |
Integrations | PlaidMastercardMXYodleeSnapTradeLeanAkahuSalt Edge+1 more | YodleeSnapTradeBinanceEODHD |
Export formats | Excel | CSV |
| Plans & trust | ||
Security & compliance | SOC2Status pageEncryption at restEncryption in transitRole-based access | Data residency: EUEncryption at restEncryption in transit |
Capability signals | Broker syncRebalancingMulti-currencyWallet trackingMulti-entity structuresAlternatives supportDrift monitoringCash management+6 more | Ranking backtestsPerformance attributionBroker syncPortfolio attributionRebalancingMulti-currencyComposite performance |
Vendor & support | Kubera Apps, Inc.Country: United StatesSupport: Email | Snowball Analytics SASCountry: FranceSupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | — | Freeportfolios: 1 · holdings: 10 · +4 more |
| Entry paid plan | $250/yrBilled annually≈ $20.83/mo“Essentials”api requests per day: 6,000 · api rate limit per minute: 600 | $79.99/yrBilled annually≈ $6.67/mo“Starter”portfolios: 1 · holdings: Unlimited · +4 more |
| Tier 2 | $2500/yrBilled annually≈ $208.33/mo“Black”api requests per day: 24,000 · api rate limit per minute: 600 | $149.99/yrBilled annually≈ $12.50/mo“Investor”portfolios: 10 · holdings: Unlimited · +4 more |
| Top plan | $300/moBilled monthly“Kubera White Label”starting monthly price usd: 300 · api requests per day: 24,000 · +1 more | $249.99/yrBilled annually≈ $20.83/mo“Expert”portfolios: Unlimited · holdings: Unlimited · +2 more |
| Free trial | 14 days | 14 days |
Free alternatives
Questions we keep getting
What's the difference between Kubera and Snowball Analytics?
Kubera leans toward portfolio, broker connectors, and APIs & data feeds, while Snowball Analytics puts more weight on portfolio, watchlist, and backtesting. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is Kubera or Snowball Analytics free to use?
Snowball Analytics has a free tier, so you can get started without paying anything. Kubera is paid-only. If budget matters, start with Snowball Analytics and see how far it takes you before opening your wallet.
Which is better for beginners: Kubera or Snowball Analytics?
Snowball Analytics is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does Kubera or Snowball Analytics have an API?
Kubera has an API for programmatic access and custom integrations. Snowball Analytics doesn't, so you're working through its interface.
Should I choose Kubera or Snowball Analytics?
It depends on what you're after. Pick Kubera if APIs & data feeds and advisor operations matter to you; go with Snowball Analytics if you'd rather have watchlist and backtesting. And if you only need the basics both share, let price decide.
What asset classes do Kubera and Snowball Analytics cover?
Both cover stocks, bonds, ETFs, and mutual funds. Kubera also handles private funds. Snowball Analytics adds currencies on top.
Can I export data from Kubera and Snowball Analytics?
Yes, both export to spreadsheets (Kubera: Excel; Snowball Analytics: CSV), which is handy if you like running your own numbers.
Can Kubera or Snowball Analytics connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Are Kubera and Snowball Analytics good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Can I track my portfolio with Kubera or Snowball Analytics?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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