Tool Comparison
okama vs Snowball Analytics
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want an API so you can script or automate things
- You want quant, data visualizations, and correlation.
- Paid from
- $6.67/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You do a lot of your research from your phone
- You want watchlist, dividends, and dividend tax / ADR withholding.
- You're a long-term investor who cares more about fundamentals than headlines
Pick okama if
okama
Free · Web · API
- You want an API so you can script or automate things
- You want quant, data visualizations, and correlation.
Pick Snowball Analytics if
Snowball Analytics
Free • From $79.99/yr · Web · Mobile
- You do a lot of your research from your phone
- You want watchlist, dividends, and dividend tax / ADR withholding.
- 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.
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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
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Snowball Analytics
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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
What okama does best
- Web widgets for efficient frontier visualization, asset comparison, and adjusted monthly portfolio risk/return analysis.
- Python tools for constrained mean-variance optimization, multi-period efficient frontiers, rebalancing constraints, and portfolio simulations.
- Risk analysis with VaR, CVaR, semideviation, drawdowns, volatility, correlations, and related statistics.
- Monte Carlo simulations and wealth-index forecasts with percentile bands.
- Contribution and withdrawal modeling for portfolio paths and retirement scenarios.
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 | 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, 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 |
Standout features
The best features of okama and Snowball Analytics.ShowHide
Standout features
What okama does best
- Web widgets for efficient frontier visualization, asset comparison, and adjusted monthly portfolio risk/return analysis.
- Python tools for constrained mean-variance optimization, multi-period efficient frontiers, rebalancing constraints, and portfolio simulations.
- Risk analysis with VaR, CVaR, semideviation, drawdowns, volatility, correlations, and related statistics.
- Monte Carlo simulations and wealth-index forecasts with percentile bands.
- Contribution and withdrawal modeling for portfolio paths and retirement scenarios.
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 okama and Snowball Analytics.ShowHide
All details
| 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 Day | 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.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| 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 |
Free alternatives
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.
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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.