Tool Comparison
Portfolio Performance vs Snowball Analytics
- Paid from
- $2.08/mo
- Free plan
- Yes
- Platforms
- Desktop, Mobile
Best if
- You want the cheaper way in: plans start at $2.08/mo instead of $6.67/mo
- You want data visualizations.
- Paid from
- $6.67/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want backtesting, dividends, and dividend tax / ADR withholding.
- You're newer to investing and want something approachable
- You're a long-term investor who cares more about fundamentals than headlines
Pick Portfolio Performance instead if
Portfolio Performance
Free • From $25/yr · Desktop · Mobile
- You want the cheaper way in: plans start at $2.08/mo instead of $6.67/mo
- You want data visualizations.
Start here
Snowball Analytics
Free • From $79.99/yr · Web · Mobile
- You want backtesting, dividends, and dividend tax / ADR withholding.
- You're newer to investing and want something approachable
- 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
Portfolio Performance and Snowball Analytics cover a lot of the same ground (4 shared categories, including portfolio, watchlist, and performance attribution), so for the basics you won't go far wrong with either. Snowball Analytics simply does more: 18 categories to Portfolio Performance's 5, including backtesting, dividends, and dividend tax / ADR withholding. Portfolio Performance counters by starting cheaper at $2.08/mo.
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Snowball Analytics
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Key differences at a glance
- Cheaper paid plan
- Portfolio Performance$2.08/mo vs $6.67/mo
- Free trial
- Snowball Analytics14 days
- Broader coverage
- Snowball Analytics18 vs 5 categories
- Desktop app
- Portfolio Performance
- Broker sync
- Snowball Analytics
- Asset coverage
- Snowball AnalyticsAdds currencies and real estate
What Portfolio Performance does best
- Tracking portfolios across accounts and securities accounts with purchases, sales, fees, taxes, dividends, transfers, and full transaction history.
- Metrics for performance with True-Time Weighted Rate of Return, Internal Rate of Return, drawdown, volatility, semivariance, charts, heat maps, and other risk/performance views.
- Taxonomies and allocation charts to classify holdings by asset class, region, sector, strategy, or any custom structure.
- The rebalancing view to compare target and actual allocations and calculate portfolio deltas.
- Update historical prices through built-in providers, Yahoo Finance, JSON, CSV, and other quote sources, with ECB FX rates for foreign-currency accounts.
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 • From $25/yr | Free • From $79.99/yr |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | Mobile App (Core): editing: Not supported (read-only as stated on app site) | 22 limits: Free: portfolios: 1, Free: holdings: 10 +20 more |
| Platforms & access | ||
Web app | No | Yes |
Desktop app | Yes | No |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | No | Yes |
Integrations | Interactive Brokers (Activity Flex Query import), Google Drive (file sync via OS) +2 more | Yodlee, SnapTrade +2 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders | Retail Traders, Pro Retail +4 more |
Categories covered | 5 | 18 |
Regions | — | 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: Portfolio attribution, Rebalancing +2 more | 7 signals: Ranking backtests, Performance attribution +5 more |
Security | Encryption at rest | 3 signals: Data residency: EU, Encryption at rest +1 more |
| Try it | Visit Portfolio Performance | Visit Snowball Analytics |
Standout features
The best features of Portfolio Performance and Snowball Analytics.ShowHide
Standout features
What Portfolio Performance does best
- Tracking portfolios across accounts and securities accounts with purchases, sales, fees, taxes, dividends, transfers, and full transaction history.
- Metrics for performance with True-Time Weighted Rate of Return, Internal Rate of Return, drawdown, volatility, semivariance, charts, heat maps, and other risk/performance views.
- Taxonomies and allocation charts to classify holdings by asset class, region, sector, strategy, or any custom structure.
- The rebalancing view to compare target and actual allocations and calculate portfolio deltas.
- Update historical prices through built-in providers, Yahoo Finance, JSON, CSV, and other quote sources, with ECB FX rates for foreign-currency accounts.
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 Portfolio Performance and Snowball Analytics.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsBondsCryptosCommoditiesOther | StocksETFsMutual FundsBondsCommoditiesCurrenciesCryptosReal Estate+2 more |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail Traders | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsGrowth Investors |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker and ISIN | 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 | ||
Import methods | CSVManual | BrokerOAuthCSVManual |
Integrations | Interactive Brokers (Activity Flex Query import)Google Drive (file sync via OS)OneDrive (file sync via OS)iCloud (file sync via OS) | YodleeSnapTradeBinanceEODHD |
Export formats | CSVJSONXML | CSV |
| Plans & trust | ||
Security & compliance | Encryption at rest | Data residency: EUEncryption at restEncryption in transit |
Capability signals | Portfolio attributionRebalancingMulti-currencyCost basis: FIFO | Ranking backtestsPerformance attributionBroker syncPortfolio attributionRebalancingMulti-currencyComposite performance |
Vendor & support | Andreas BuchenCountry: GermanyFounded 2012Support: Email and Forum | 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 | Free“Desktop (Open Source)” | Freeportfolios: 1 · holdings: 10 · +4 more |
| Entry paid plan | $25/yr≈ $2.08/mo“Premium (Mobile Annual)” | $79.99/yr≈ $6.67/mo“Starter”portfolios: 1 · holdings: Unlimited · +4 more |
| Tier 2 | $3/mo“Premium (Mobile Monthly)” | $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 Portfolio Performance and Snowball Analytics?
Portfolio Performance leans toward portfolio, watchlist, and data visualizations, 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 Portfolio Performance and Snowball Analytics cost?
Good news: both Portfolio Performance and Snowball Analytics have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Portfolio Performance 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.
Should I choose Portfolio Performance or Snowball Analytics?
It depends on what you're after. Pick Portfolio Performance if data visualizations matter to you; go with Snowball Analytics if you'd rather have backtesting and dividends. And if you only need the basics both share, let price decide.
What asset classes do Portfolio Performance and Snowball Analytics cover?
Both cover stocks, ETFs, mutual funds, and bonds. Snowball Analytics adds currencies, real estate, and funds on top.
Can I export data from Portfolio Performance and Snowball Analytics?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Portfolio Performance or Snowball Analytics connect to my broker?
Snowball Analytics syncs with brokers automatically. With Portfolio Performance, you're entering holdings by hand or importing files.
Can I track my portfolio with Portfolio Performance or Snowball Analytics?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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