Portfolio Visualizer vs Snowball Analytics comparison

Both platforms cover Risk Metrics, and Backtesting workflows, so you can research those use cases in either tool before digging into the feature differences below.

Both Portfolio Visualizer and Snowball Analytics keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Snowball Analytics ships a dedicated mobile experience, while Portfolio Visualizer focuses on web or desktop access.

Portfolio Visualizer differentiates itself with Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting., Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning., and Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model., whereas Snowball Analytics stands out for 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., 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., and Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls..