★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
okama vs Snowball Analytics
Pick okama if
okama
Free · Web · API
- You want an API so you can script or automate things
- You care about quant, data visualizations, and correlation, things Snowball Analytics doesn't offer
Pick Snowball Analytics if
Snowball Analytics
Free • From $79.99/yr · Web · Mobile
- You do a lot of your research from your phone
- You care about watchlist, dividends, and dividend tax / ADR withholding, things okama doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
okama and Snowball Analytics cover a lot of the same ground (4 shared categories, including portfolio, backtesting, and risk metrics), so for the basics you won't go far wrong with either. Snowball Analytics simply does more: 18 categories to okama's 10, including watchlist, dividends, and dividend tax / ADR withholding, plus a mobile app. okama counters by being completely free.
What readers say
okama
Vote once to reveal the community verdict.
Snowball Analytics
Vote once to reveal the community verdict.
Key differences at a glance
- Mobile app
- Snowball Analytics
- Free trial
- Snowball Analytics14 days
- Broader coverage
- Snowball Analytics18 vs 10 categories
- API access
- okama
- Broker sync
- Snowball Analytics
- Asset coverage
- Snowball AnalyticsAdds bonds and cryptos
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Free • From $79.99/yr |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | — | 22 limits: Free: portfolios: 1, Free: holdings: 10 +20 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | No |
Broker sync | No | Yes |
Integrations | — | Yodlee, SnapTrade +2 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +4 more |
Categories covered | 10 | 18 |
Regions | North America, Europe, APAC, Middle East | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day and 15-min Delayed, Granularity: EOD +1 more | 6 signals: Latency: End of Day, Granularity: EOD +4 more |
Data partners | — | 3 partners: EODHD, SnapTrade +1 more |
Capabilities | 4 signals: VaR/ES, Monte Carlo +2 more | 7 signals: Ranking backtests, Performance attribution +5 more |
Security | — | 3 signals: Data residency: EU, Encryption at rest +1 more |
| Try it | Visit okama | Visit Snowball Analytics |
Where each one shines
What okama and Snowball Analytics each do best.ShowHide
Where each one shines
What okama and Snowball Analytics each do best.What okama does best
- Web widgets for efficient frontier visualization, asset comparison, and adjusted monthly portfolio risk/return analysis.
- Work in Python for constrained mean-variance optimization, multi-period efficient-frontier optimization, rebalancing constraints, and portfolio simulations.
- Analysis of risk with VaR, CVaR, semideviation, drawdowns, volatility, correlations, and related portfolio statistics.
- Tools for running Monte Carlo simulations and wealth-index forecasts with percentile bands for scenario analysis.
- Modeling for contributions and withdrawals when testing portfolio paths, cash-flow assumptions, or retirement-style scenarios.
What Snowball Analytics does best
- Tracking global multi-asset portfolios across stocks, ETFs, mutual funds, bonds, crypto, currencies, commodities, real estate, cash, and custom assets.
- Import support for data through broker connections, Yodlee, SnapTrade, Interactive Brokers support, broker statements, CSV uploads, or manual entry where supported by plan.
- Consolidate accounts and custom assets into composite views such as My Net Worth for combined portfolio analytics.
- Analysis of performance with portfolio value, invested capital, total profit, dividends, realized P&L, fees, dividend taxes, IRR, TWR, beta, and multi-period returns.
- Dividend analytics for forward income, dividend growth, yield, yield on cost, withholding-tax settings, dividend ratings, calendars, projected payouts, and DRIP planning.
Every detail we compared
Every tracked attribute for okama and Snowball Analytics, side by side.ShowHide
Every detail we compared
Every tracked attribute for okama and Snowball Analytics, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCommoditiesCurrenciesMutual Funds | StocksETFsMutual FundsBondsCommoditiesCurrenciesCryptosReal Estate+2 more |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsGrowth Investors |
Regions | North AmericaEuropeAPACMiddle East | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day15-min Delayed | End of Day |
Data granularity | EOD | EOD |
Pricing sources | Not specified | VendorManual |
Data partners | Not specified | EODHDSnapTradeYodlee |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: NoneSDKs: Python | Not specified |
Import methods | Not specified | BrokerOAuthCSVManual |
Integrations | Not specified | YodleeSnapTradeBinanceEODHD |
Export formats | Not specified | CSV |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: EUEncryption at restEncryption in transit |
Capability signals | VaR/ESMonte CarloRebalancingCorrelation | Ranking backtestsPerformance attributionBroker syncPortfolio attributionRebalancingMulti-currencyComposite performance |
Vendor & support | MBK Development LLCSupport: Forum | Snowball Analytics SASCountry: FranceSupport: Email |
Curation ratings | Methodology 4/5Reliability 4/5UX 3/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free | Freeportfolios: 1 · holdings: 10 · +4 more |
| Entry paid plan | — | $79.99/yr≈ $6.67/mo“Starter”portfolios: 1 · holdings: Unlimited · +4 more |
| Tier 2 | — | $149.99/yr≈ $12.50/mo“Investor”portfolios: 10 · holdings: Unlimited · +4 more |
| Top plan | — | $249.99/yr≈ $20.83/mo“Expert”portfolios: Unlimited · holdings: Unlimited · +2 more |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between okama and Snowball Analytics?
okama leans toward quant, data visualizations, and portfolio, while Snowball Analytics puts more weight on portfolio, watchlist, and backtesting. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do okama and Snowball Analytics cost?
Good news: both okama and Snowball Analytics have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use okama or Snowball Analytics on my phone?
Snowball Analytics lists a dedicated mobile app, so it travels better. okama doesn't list a dedicated mobile app; its documented access is web and API.
Does okama or Snowball Analytics have an API?
okama has an API for programmatic access and custom integrations. Snowball Analytics doesn't, so you're working through its interface.
Should I choose okama or Snowball Analytics?
It depends on what you're after. Pick okama if quant and data visualizations matter to you; go with Snowball Analytics if you'd rather have watchlist and dividends. And if you only need the basics both share, let price decide.
What asset classes do okama and Snowball Analytics cover?
Both cover stocks, ETFs, commodities, and currencies. Snowball Analytics adds bonds, cryptos, and real estate on top.
Can I export data from okama and Snowball Analytics?
Snowball Analytics exports to CSV. okama is stingier about getting data out.
Can okama or Snowball Analytics connect to my broker?
Snowball Analytics syncs with brokers automatically. With okama, you're entering holdings by hand or importing files.
Can I track my portfolio with okama or Snowball Analytics?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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Feedback
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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.