Portfolio Performance vs Snowball Analytics comparison

Portfolio Performance focuses on Portfolio, Watchlist, and Data Visualizations while Snowball Analytics specializes in Portfolio, Watchlist, and Backtesting. They overlap in 4 categories, so choose based on your preferred workflow and pricing.

Good news—both Portfolio Performance and Snowball Analytics offer free plans. You can try each platform without commitment and only pay when you need premium features.

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

Choose Portfolio Performance if you need Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR)., and Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.. 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, ETFs, Mutual Funds, Bonds, Cryptos, Commodities, and Other. Snowball Analytics adds coverage for Currencies, Real Estate, and Funds.

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

Portfolio Performance connects with brokers for portfolio syncing. Snowball Analytics requires manual portfolio entry or data import.

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