Tool Comparison
Sharesight vs Snowball Analytics
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You want an API so you can script or automate things
- You want downloadable tax reports, capital gains estimator, and wealth management.
- Paid from
- $79.99/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want watchlist, backtesting, and calendar.
Pick Sharesight if
Sharesight
Free • Paid plans available · Web · Mobile · API
- You want an API so you can script or automate things
- You want downloadable tax reports, capital gains estimator, and wealth management.
Pick Snowball Analytics if
Snowball Analytics
Free • From $79.99/yr, billed annually · Web · Mobile
- You want watchlist, backtesting, 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
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: 18 categories to Sharesight's 13, including watchlist, backtesting, and calendar. Sharesight counters by keeping things simpler.
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Sharesight
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Key differences at a glance
- Asset coverage
- Snowball AnalyticsAdds commodities and currencies
- Broader coverage
- Snowball Analytics18 vs 13 categories
- API access
- Sharesight
- Free plan
- Both
What Sharesight does best
- Track listed and unlisted investments, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom assets.
- Import trades from supported brokers and finance apps, or use CSV and manual entry when a connection is unavailable.
- Measure returns with performance, multi-period, diversity, exposure, contribution, drawdown, and benchmark reports where the plan permits.
- Record dividends, reinvestment plans, splits, and other corporate actions with income and tax reports tied to portfolio tax residency.
- Convert foreign holdings into a base currency and review valuation and currency effects.
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 • Paid plans available | Free • From $79.99/yr, billed annually |
Free tier | Yes | Yes |
Free trial | 14 days | 14 days |
Plan limits | 17 limits: Free: portfolios: 1, Free: holdings: 10 +15 more | 22 limits: Free: portfolios: 1, Free: holdings: 10 +20 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | Interactive Brokers, Trading 212 +4 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 | 13 | 18 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | 6 signals: Latency: End of Day, Granularity: EOD +4 more |
Data partners | — | 3 partners: EODHD, SnapTrade +1 more |
Capabilities | 11 signals: Broker sync, Portfolio attribution +9 more | 7 signals: Ranking backtests, Performance attribution +5 more |
Security | 5 signals: SOC2, Data residency: Other +3 more | 3 signals: Data residency: EU, Encryption at rest +1 more |
| Try it | Visit Sharesight | Visit Snowball Analytics |
Standout features
The best features of Sharesight and Snowball Analytics.ShowHide
Standout features
What Sharesight does best
- Track listed and unlisted investments, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom assets.
- Import trades from supported brokers and finance apps, or use CSV and manual entry when a connection is unavailable.
- Measure returns with performance, multi-period, diversity, exposure, contribution, drawdown, and benchmark reports where the plan permits.
- Record dividends, reinvestment plans, splits, and other corporate actions with income and tax reports tied to portfolio tax residency.
- Convert foreign holdings into a base currency and review valuation and currency effects.
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 Sharesight and Snowball Analytics.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther | StocksETFsMutual FundsBondsCommoditiesCurrenciesCryptosReal Estate+2 more |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsGrowth Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: 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: OAuth2Docs | Not specified |
Import methods | CSVBrokerOAuthManual | BrokerOAuthCSVManual |
Integrations | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero | YodleeSnapTradeBinanceEODHD |
Export formats | CSVPDF | CSV |
| Plans & trust | ||
Security & compliance | SOC2Data residency: OtherEncryption at restEncryption in transitRole-based access | Data residency: EUEncryption at restEncryption in transit |
Capability signals | Broker syncPortfolio attributionTax lotsMulti-currencyHouseholdingAlternatives supportClient reportingWhite label+3 more | Ranking backtestsPerformance attributionBroker syncPortfolio attributionRebalancingMulti-currencyComposite performance |
Vendor & support | Sharesight Pty LtdCountry: AustraliaSupport: 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 | Freeportfolios: 1 · holdings: 10 · +1 more | Freeportfolios: 1 · holdings: 10 · +4 more |
| Entry paid plan | €9.33/moBilled monthly“Starter”portfolios: 1 · holdings: 30 · +2 more | $79.99/yrBilled annually≈ $6.67/mo“Starter”portfolios: 1 · holdings: Unlimited · +4 more |
| Tier 2 | €22.67/moBilled monthly“Standard”portfolios: 4 · holdings: Unlimited · +2 more | $149.99/yrBilled annually≈ $12.50/mo“Investor”portfolios: 10 · holdings: Unlimited · +4 more |
| Tier 3 | €30.67/moBilled monthly“Premium”portfolios: 10 · holdings: Unlimited · +2 more | $249.99/yrBilled annually≈ $20.83/mo“Expert”portfolios: Unlimited · holdings: Unlimited · +2 more |
| Top plan | €13.50/moBilled monthly“Business”min portfolios: 5 · tiers: 5-19: €13.5; 20-49: €12; 50-99: €10.5; 100+: €9.2 per portfolio month... | — |
| Free trial | 14 days | 14 days |
Questions we keep getting
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), which is handy if you like running your own numbers.
Can Sharesight or Snowball Analytics connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Are Sharesight 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.
Can I track my portfolio with Sharesight or Snowball Analytics?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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