Tool Comparison
PortfoliosLab vs Snowball Analytics
- Paid from
- $100/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want an API so you can script or automate things
- You want correlation, factor exposure, and stock comparison.
- Paid from
- $79.99/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want a lower paid starting price: $79.99/yr, billed annually instead of $100/yr, billed annually
- You do a lot of your research from your phone
- You want dividends, dividend tax / ADR withholding, and calendar.
Pick PortfoliosLab if
PortfoliosLab
Free • From $100/yr, billed annually · Web · API
- You want an API so you can script or automate things
- You want correlation, factor exposure, and stock comparison.
Pick Snowball Analytics if
Snowball Analytics
Free • From $79.99/yr, billed annually · Web · Mobile
- You want a lower paid starting price: $79.99/yr, billed annually instead of $100/yr, billed annually
- You do a lot of your research from your phone
- You want dividends, dividend tax / ADR withholding, and calendar.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
PortfoliosLab and Snowball Analytics cover a lot of the same ground (7 shared categories, including portfolio, watchlist, and backtesting), so for the basics you won't go far wrong with either. PortfoliosLab includes correlation and factor exposure, and Snowball Analytics includes dividends and dividend tax / ADR withholding.
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PortfoliosLab
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Snowball Analytics
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Key differences at a glance
- Cheaper paid plan
- Snowball Analytics$79.99/yr, billed annually vs $100/yr, billed annually
- Free trial
- Snowball Analytics14 days
- Mobile app
- Snowball Analytics
- API access
- PortfoliosLab
- Broker sync
- Snowball Analytics
- Asset coverage
- Snowball AnalyticsAdds bonds and commodities
What PortfoliosLab does best
- Backtest portfolios and single instruments with configurable rebalancing, benchmark comparisons, and longer historical windows on paid plans.
- Analysis of performance, drawdowns, volatility, VaR, CVaR, Sharpe, Sortino, Omega, Calmar, Martin, Treynor, and related risk-adjusted ratios.
- Comparison tools for stocks, ETFs, mutual funds, funds, crypto, and currency instruments across performance, risk, drawdown, and diversification views.
- Correlation, alpha and beta, factor, diversification, and optimization tools, including mean-variance, risk parity, HRP, and HERC.
- Screening for stocks, ETFs, and mutual funds with daily-recalculated filters, then export results where the selected plan allows it.
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 $100/yr, billed annually | Free • From $79.99/yr, billed annually |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | 25 limits: Free: watchlists: 1, Free: watchlist symbols: 100 +23 more | 22 limits: Free: portfolios: 1, Free: holdings: 10 +20 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | No |
Broker sync | No | Yes |
Integrations | MCP, ChatGPT +1 more | Yodlee, SnapTrade +2 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +4 more |
Categories covered | 17 | 18 |
Regions | North America, Europe | 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 | 6 signals: Factor exposure, VaR/ES +4 more | 7 signals: Ranking backtests, Performance attribution +5 more |
Security | — | 3 signals: Data residency: EU, Encryption at rest +1 more |
| Try it | Visit PortfoliosLab | Visit Snowball Analytics |
Standout features
The best features of PortfoliosLab and Snowball Analytics.ShowHide
Standout features
What PortfoliosLab does best
- Backtest portfolios and single instruments with configurable rebalancing, benchmark comparisons, and longer historical windows on paid plans.
- Analysis of performance, drawdowns, volatility, VaR, CVaR, Sharpe, Sortino, Omega, Calmar, Martin, Treynor, and related risk-adjusted ratios.
- Comparison tools for stocks, ETFs, mutual funds, funds, crypto, and currency instruments across performance, risk, drawdown, and diversification views.
- Correlation, alpha and beta, factor, diversification, and optimization tools, including mean-variance, risk parity, HRP, and HERC.
- Screening for stocks, ETFs, and mutual funds with daily-recalculated filters, then export results where the selected plan allows it.
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 PortfoliosLab and Snowball Analytics.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsCryptosCurrencies | StocksETFsMutual FundsBondsCommoditiesCurrenciesCryptosReal Estate+2 more |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsQuants/DevelopersAnalystsFinancial Advisors | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsGrowth Investors |
Regions | North AmericaEurope | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: US and GBIdentifiers: Ticker | 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 | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: NoneDocs | Not specified |
Import methods | ManualCSV | BrokerOAuthCSVManual |
Integrations | MCPChatGPTClaude | YodleeSnapTradeBinanceEODHD |
Export formats | Not specified | CSV |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: EUEncryption at restEncryption in transit |
Capability signals | Factor exposureVaR/ESPerformance attributionRebalancingPortfolio factor exposureCorrelation | Ranking backtestsPerformance attributionBroker syncPortfolio attributionRebalancingMulti-currencyComposite performance |
Vendor & support | PortfoliosLab Analytics FZCOCountry: United Arab EmiratesSupport: Email | 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 | Freewatchlists: 1 · watchlist symbols: 100 · +4 more | Freeportfolios: 1 · holdings: 10 · +4 more |
| Entry paid plan | $100/yrBilled annually≈ $8.33/mo“Plus”watchlists: 5 · private portfolios: 5 · +4 more | $79.99/yrBilled annually≈ $6.67/mo“Starter”portfolios: 1 · holdings: Unlimited · +4 more |
| Tier 2 | $250/yrBilled annually≈ $20.83/mo“Pro”watchlists: 10 · private portfolios: Unlimited · +4 more | $149.99/yrBilled annually≈ $12.50/mo“Investor”portfolios: 10 · holdings: Unlimited · +4 more |
| Top plan | $900/yrBilled annually≈ $75/mo“Max”watchlists: 10 · watchlist symbols: 2,000 · +5 more | $249.99/yrBilled annually≈ $20.83/mo“Expert”portfolios: Unlimited · holdings: Unlimited · +2 more |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between PortfoliosLab and Snowball Analytics?
PortfoliosLab leans toward portfolio, watchlist, and backtesting, while Snowball Analytics puts more weight on portfolio, watchlist, and backtesting. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
How much do PortfoliosLab and Snowball Analytics cost?
Good news: both PortfoliosLab 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 PortfoliosLab or Snowball Analytics on my phone?
Snowball Analytics lists a dedicated mobile app, so it travels better. PortfoliosLab doesn't list a dedicated mobile app; its documented access is web and API.
Does PortfoliosLab or Snowball Analytics have an API?
PortfoliosLab has an API for programmatic access and custom integrations. Snowball Analytics doesn't, so you're working through its interface.
Should I choose PortfoliosLab or Snowball Analytics?
It depends on what you're after. Pick PortfoliosLab if correlation and factor exposure matter to you; go with Snowball Analytics if you'd rather have dividends and dividend tax / ADR withholding. And if you only need the basics both share, let price decide.
What asset classes do PortfoliosLab and Snowball Analytics cover?
Both cover stocks, ETFs, mutual funds, and funds. Snowball Analytics adds bonds, commodities, and real estate on top.
Can I export data from PortfoliosLab and Snowball Analytics?
Snowball Analytics exports to CSV. PortfoliosLab is stingier about getting data out.
Can PortfoliosLab or Snowball Analytics connect to my broker?
Snowball Analytics syncs with brokers automatically. With PortfoliosLab, you're entering holdings by hand or importing files.
Are PortfoliosLab and Snowball Analytics good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: PortfoliosLab or Snowball Analytics?
PortfoliosLab has a stock screener for surfacing ideas; Snowball Analytics doesn't, and focuses its energy elsewhere.
Can I track my portfolio with PortfoliosLab or Snowball Analytics?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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