★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Monday, June 15, 2026
Tool Comparison · Monday, June 15, 2026
Sharesight vs Snowball Analytics
Trying to decide between Sharesight and Snowball Analytics? Here's how they compare on pricing, features, and platforms — and which one fits the way you invest.
Sharesight
Best for downloadable tax reports and capital gains estimator
Freemium global multi‑asset portfolio & dividend tracker for DIY investors and advisory firms. Tracks listed and unlisted investments across 60+ markets with performance, dividend and tax reporting. EU personal plans (Free → Premium) gate portfolios/holdings/custom groups, while Business offers per‑portfolio pricing for accountants, advisers and family offices. Advanced reports such as Diversity, Exposure, Contribution Analysis and Drawdown Risk are only available on paid tiers.
Snowball Analytics
Best for watchlist and backtesting
Dividend-focused, EU-based portfolio tracker for retail investors. Automates multi-broker data import via Yodlee/SnapTrade and supports global multi-asset, multi-currency portfolios with strong dividend analytics, benchmarking, fund look-through and backtesting. The 2026 changelog adds AI company insights, My Quotes dashboard pins, dividend-event emails and “Why is it moving?” notes. Current pricing table gives Free/Starter/Investor/Expert limits of 1/1/10/unlimited portfolios, 1/2/10/20 watchlists, 10/unlimited/unlimited/unlimited holdings, 1/5/unlimited/unlimited custom assets, and 10/10/30+/30+ years of backtest history.
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The verdict
The bottom line: Sharesight and Snowball Analytics cover a lot of the same ground — 8 shared categories, including portfolio, risk metrics, and performance attribution — so for the basics you won't go far wrong with either. Snowball Analytics simply does more — 20 categories to Sharesight's 15, including watchlist, backtesting, and dividends. Sharesight counters by being completely free.
Key differences at a glance
Free plan
Both
Both have one
Broader coverage
Snowball Analytics
20 vs 15 categories
API access
Sharesight
Sharesight only
Choose
Sharesight if…
- You care about downloadable tax reports, capital gains estimator, and wealth management — things Snowball Analytics doesn't offer
- You want an API so you can script or automate things
Choose
Snowball Analytics if…
- You care about watchlist, backtesting, and dividends — things Sharesight doesn't offer
- You want more under one roof — 20 categories to Sharesight's 15
Consider alternatives if…
- You'd rather have one tool that does it all.
- Neither price feels right for what you'd get.
Comparison snapshot
Standout features
What Sharesight does best
- Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view.
- Public pricing page says 500,000+ investors track investments with Sharesight.
- Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported.
- Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities.
- Tax‑aware reporting with CGT, unrealised CGT, taxable income, traders tax and other country‑specific reports, driven by each portfolio’s tax residency setting.
What Snowball Analytics does best
- 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 multi-portfolio sync.
- 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 70+ global exchanges and 25+ currencies.
- 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 automatic daily Snowball sync, aggregator-dependent broker refreshes and manual refresh controls.
- User-defined category system and target allocations help plan strategy, structure portfolios and power a rebalancing tool that suggests trades to keep allocations on target.
- Dashboards and analytics compute portfolio value, invested capital, total profit (including dividends, realized P&L, fees and dividend taxes), IRR, TWR beta and multi-period performance, with breakdowns by asset class, sector, region and currency.
Data & access details
| Attribute | Sharesight | Snowball Analytics |
|---|---|---|
Asset types | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther | StocksETFsMutual FundsBondsCommoditiesCurrenciesCryptosReal EstateFundsOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Data freshness | End of Day | End of Day |
API access | REST | Not specified |
Export formats | CSVPDF | CSV |
Seen enough? The fastest way to decide is to open both and poke around for five minutes.
Pricing breakdown
Tool
Sharesight
€7/mo
Starting price
Plans & pricing
Tool
Snowball Analytics
$6.665833333333333/mo
Starting price
Plans & pricing
Coverage overlap
Where the two tools cover the same ground.
What you only get with Sharesight.
What you only get with Snowball Analytics.
Community category leaders
Vote sentiment comparison
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Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between Sharesight and Snowball Analytics?
Sharesight leans toward portfolio, risk metrics, and performance attribution, while Snowball Analytics puts more weight on portfolio, watchlist, and backtesting. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do Sharesight and Snowball Analytics cost?
Good news — both Sharesight and Snowball Analytics have free plans, so you can run them side by side and only pay if you hit a wall.
Does Sharesight or Snowball Analytics have an API?
Sharesight has an API for programmatic access and custom integrations. Snowball Analytics doesn't, so you're working through its interface.
Should I choose Sharesight or Snowball Analytics?
It depends on what you're after. Pick Sharesight if downloadable tax reports and capital gains estimator matter to you; go with Snowball Analytics if you'd rather have watchlist and backtesting. And if you only need the basics both share, let price decide.
What asset classes do Sharesight and Snowball Analytics cover?
Both cover stocks, ETFs, mutual funds, and funds. Snowball Analytics adds commodities and currencies on top.
Can I export data from Sharesight and Snowball Analytics?
Yes, both export to spreadsheets (CSV) — handy if you like running your own numbers.
Can Sharesight or Snowball Analytics connect to my broker?
Sharesight syncs with brokers automatically. With Snowball Analytics, you're entering holdings by hand or importing files.
Are Sharesight and Snowball Analytics good for long-term investing?
Yes — both are aimed squarely at long-term investors, with fundamentals, valuation metrics, and portfolio tracking at the core.
Can I track my portfolio with Sharesight or Snowball Analytics?
Yes, both do portfolio tracking — holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.