Portfolio123 vs Snowball Analytics

Portfolio123 focuses on Screeners, Data Visualizations, and Quant while Snowball Analytics specializes in Portfolio, Watchlist, and Backtesting. They overlap in 5 categories, so choose based on your preferred workflow and pricing.

Good news—both Portfolio123 and Snowball Analytics offer free plans. You can try each platform without commitment and only pay when you need premium features.

Snowball Analytics has a mobile app so you can check your research on the go. Portfolio123 is web-only, so you'll need a browser to access it from mobile devices.

Portfolio123 provides API access for programmatic data retrieval and custom integrations. Snowball Analytics doesn't currently offer an API, so you'll need to use their web interface.

Choose Portfolio123 if you need Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., and Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems.. 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, and ETFs. Portfolio123 also includes Closed-End Funds. Snowball Analytics adds coverage for Mutual Funds, Bonds, Commodities, Currencies, Cryptos, Real Estate, Funds, and Other.

Portfolio123 offers real-time data feeds, which is essential for active traders. Snowball Analytics uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Snowball Analytics supports data exports to CSV. Portfolio123 has more limited export options.

Portfolio123 connects with brokers for portfolio syncing. Snowball Analytics requires manual portfolio entry or data import.

Portfolio123 includes a stock screener for finding investment ideas. Snowball Analytics focuses on other analytical tools.

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