Quicken (Simplifi & Classic) vs Snowball Analytics comparison

Quicken (Simplifi & Classic) focuses on Portfolio, Watchlist, and Tax Lots / Lot Optimization while Snowball Analytics specializes in Portfolio, Watchlist, and Backtesting. They overlap in 5 categories, so choose based on your preferred workflow and pricing.

Snowball Analytics offers a free tier that lets you get started without paying, while Quicken (Simplifi & Classic) requires a subscription. If budget is a concern, start with Snowball Analytics and upgrade later if you need more advanced features.

Both platforms target experienced investors. If you're just starting out, expect a learning curve with either option.

Choose Quicken (Simplifi & Classic) if you need Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic)., and Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a curated news feed based on your specific holdings.. 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, and Funds. Snowball Analytics adds coverage for Commodities, Currencies, Real Estate, and Other.

Quicken (Simplifi & Classic) 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.

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

Yes, both platforms cater to long-term investors with fundamental analysis tools, valuation metrics, and portfolio tracking features.

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