okama vs Snowball Analytics comparison

Both platforms cover Portfolio, Backtesting, and Risk Metrics workflows, so you can research those use cases in either tool before digging into the feature differences below.

Both okama and Snowball Analytics keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Snowball Analytics ships a dedicated mobile experience, while okama focuses on web or desktop access.

okama differentiates itself with Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., and Portfolio widget built on adjusted monthly data for risk/return analysis., whereas Snowball Analytics stands out for 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., 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., and Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls..