Kubera vs Snowball Analytics comparison

Kubera focuses on Portfolio, Broker Connectors, and Data APIs while Snowball Analytics specializes in Portfolio, Watchlist, and Backtesting. They overlap in 2 categories, so choose based on your preferred workflow and pricing.

Snowball Analytics offers a free tier that lets you get started without paying, while Kubera requires a subscription. If budget is a concern, start with Snowball Analytics and upgrade later if you need more advanced features.

Snowball Analytics is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Kubera 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.

Choose Kubera if you need Unified net-worth and portfolio dashboard that aggregates global bank, brokerage, crypto and other financial accounts via multiple account aggregators (Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, Salt Edge), plus manual assets - so you can track nearly any stock, ETF or mutual fund across major exchanges worldwide., and Broad multi-asset coverage including bank accounts, stocks, bonds, funds, private-company equity via Carta, venture investments, crypto wallets and exchanges, DeFi assets, real estate, vehicles, precious metals and other alternatives.. 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.

Both cover Stocks, Bonds, ETFs, Mutual Funds, Cryptos, Real Estate, Commodities, Funds, and Other. Kubera also includes Private Funds. Snowball Analytics adds coverage for Currencies.

Both platforms let you export data to spreadsheets (). This is useful for custom analysis or record-keeping.

Yes, both platforms cater to long-term investors with fundamental analysis tools, valuation metrics, and portfolio tracking features.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.