Tool Comparison
Portfolio Visualizer vs Snowball Analytics
- Paid from
- $30/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want monte carlo, correlation, and factor exposure.
- Paid from
- $6.67/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want the cheaper way in: plans start at $6.67/mo instead of $30/mo
- You do a lot of your research from your phone
- You want portfolio, watchlist, and dividends.
Pick Portfolio Visualizer if
Portfolio Visualizer
Free • From $360/yr · Web
- You want monte carlo, correlation, and factor exposure.
Pick Snowball Analytics if
Snowball Analytics
Free • From $79.99/yr · Web · Mobile
- You want the cheaper way in: plans start at $6.67/mo instead of $30/mo
- You do a lot of your research from your phone
- You want portfolio, watchlist, and dividends.
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 Visualizer and Snowball Analytics cover a lot of the same ground (4 shared categories, including backtesting, risk metrics, and performance attribution), so for the basics you won't go far wrong with either. Snowball Analytics simply does more: 18 categories to Portfolio Visualizer's 10, including portfolio, watchlist, and dividends, plus a mobile app. Portfolio Visualizer counters by keeping things simpler.
What readers say
Portfolio Visualizer
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Snowball Analytics
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Key differences at a glance
- Cheaper paid plan
- Snowball Analytics$6.67/mo vs $30/mo
- Broader coverage
- Snowball Analytics18 vs 10 categories
- Mobile app
- Snowball Analytics
- Asset coverage
- Snowball AnalyticsAdds bonds and commodities
- Free plan
- Both
What Portfolio Visualizer does best
- Backtest portfolios built from mutual funds, ETFs, stocks, and asset-class allocations.
- Tools for running Monte Carlo simulations to test long-term portfolio growth, withdrawal sustainability, and portfolio survival scenarios.
- Testing tools for tactical asset-allocation models based on moving averages, momentum, market valuation, and target volatility.
- Optimization tools such as Efficient Frontier, Portfolio Optimization, Black-Litterman Model, and Rolling Optimization.
- Analysis of factor exposure with Factor Regression, Risk Factor Allocation, Fund and ETF Factor Regressions, and Factor Performance Attribution.
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 $360/yr | Free • From $79.99/yr |
Free tier | Yes | Yes |
Free trial | 14 days | 14 days |
Plan limits | 6 limits: Free: max assets per portfolio: 15, Free: history: Limited history; pricing snippet says the free tier excludes current... +4 more | 22 limits: Free: portfolios: 1, Free: holdings: 10 +20 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | No |
Broker sync | — | 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, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | — | 6 signals: Latency: End of Day, Granularity: EOD +4 more |
Data partners | — | 3 partners: EODHD, SnapTrade +1 more |
Capabilities | 7 signals: Universe builder, Factor exposure +5 more | 7 signals: Ranking backtests, Performance attribution +5 more |
Security | — | 3 signals: Data residency: EU, Encryption at rest +1 more |
| Try it | Visit Portfolio Visualizer | Visit Snowball Analytics |
Standout features
The best features of Portfolio Visualizer and Snowball Analytics.ShowHide
Standout features
What Portfolio Visualizer does best
- Backtest portfolios built from mutual funds, ETFs, stocks, and asset-class allocations.
- Tools for running Monte Carlo simulations to test long-term portfolio growth, withdrawal sustainability, and portfolio survival scenarios.
- Testing tools for tactical asset-allocation models based on moving averages, momentum, market valuation, and target volatility.
- Optimization tools such as Efficient Frontier, Portfolio Optimization, Black-Litterman Model, and Rolling Optimization.
- Analysis of factor exposure with Factor Regression, Risk Factor Allocation, Fund and ETF Factor Regressions, and Factor Performance Attribution.
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 Visualizer and Snowball Analytics.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFsMutual FundsBondsCommoditiesCurrenciesCryptosReal Estate+2 more |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsGrowth Investors |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | Not specified | EOD |
Pricing sources | Not specified | VendorManual |
Data partners | Not specified | EODHDSnapTradeYodlee |
| Access & integrations | ||
Import methods | CSVManual | BrokerOAuthCSVManual |
Integrations | Not specified | YodleeSnapTradeBinanceEODHD |
Export formats | ExcelCSVPDF | CSV |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: EUEncryption at restEncryption in transit |
Capability signals | Universe builderFactor exposureVaR/ESPerformance attributionMonte CarloPortfolio factor exposureCorrelation | Ranking backtestsPerformance attributionBroker syncPortfolio attributionRebalancingMulti-currencyComposite performance |
Vendor & support | SRL Global Ltd.Country: United Kingdom | 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 | Freemax assets per portfolio: 15 · history: Limited history; pricing snippet says the free tier excludes current... | Freeportfolios: 1 · holdings: 10 · +4 more |
| Entry paid plan | $360/yr≈ $30/mo“Basic”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. | $79.99/yr≈ $6.67/mo“Starter”portfolios: 1 · holdings: Unlimited · +4 more |
| Tier 2 | $660/yr≈ $55/mo“Pro”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. | $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 | 14 days |
Questions we keep getting
What's the difference between Portfolio Visualizer and Snowball Analytics?
Portfolio Visualizer leans toward backtesting, monte carlo, and correlation, 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 Visualizer and Snowball Analytics cost?
Good news: both Portfolio Visualizer 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 Portfolio Visualizer or Snowball Analytics on my phone?
Snowball Analytics lists a dedicated mobile app, so it travels better. Portfolio Visualizer doesn't list a dedicated mobile app; its documented access is web.
Should I choose Portfolio Visualizer or Snowball Analytics?
It depends on what you're after. Pick Portfolio Visualizer if monte carlo and correlation matter to you; go with Snowball Analytics if you'd rather have portfolio and watchlist. And if you only need the basics both share, let price decide.
What asset classes do Portfolio Visualizer and Snowball Analytics cover?
Both cover stocks, ETFs, mutual funds, and funds. Snowball Analytics adds bonds, commodities, and currencies on top.
Can I export data from Portfolio Visualizer and Snowball Analytics?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Which has a better stock screener: Portfolio Visualizer or Snowball Analytics?
Portfolio Visualizer has a stock screener for surfacing ideas; Snowball Analytics doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Portfolio Visualizer or Snowball Analytics?
Snowball Analytics handles portfolio tracking. Portfolio Visualizer is really a research tool; you'd track your portfolio elsewhere.
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