★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Sharesight vs Snowball Analytics
Pick Sharesight if
Sharesight
Free • Paid plans available · Web · Mobile · API
- You want an API so you can script or automate things
- You care about downloadable tax reports, capital gains estimator, and wealth management, things Snowball Analytics doesn't offer
Pick Snowball Analytics if
Snowball Analytics
Free • From $79.99/yr · Web · Mobile
- You care about watchlist, backtesting, and calendar, things Sharesight doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
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 being completely free.
What readers say
Sharesight
Vote once to reveal the community verdict.
Snowball Analytics
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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
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • Paid plans available | Free • From $79.99/yr |
Free tier | Yes | Yes |
Free trial | 14 days | 14 days |
Plan limits | 14 limits: Free: portfolios: 1, Free: holdings: 10 +12 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 |
Where each one shines
What Sharesight and Snowball Analytics each do best.ShowHide
Where each one shines
What Sharesight and Snowball Analytics each do best.What Sharesight does best
- Tracking listed and unlisted investments across global markets, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom investments.
- Import support for trades from supported brokers and finance apps or use CSV and manual workflows when a broker connection is unavailable.
- Metrics for portfolio performance with reports for returns, multi-period performance, diversity, exposure, contribution analysis, drawdown risk, and benchmarks where supported by plan.
- Tracking dividends, dividend reinvestment plans, splits, and other corporate actions with income and tax reports tied to portfolio tax residency.
- Handle multi-currency portfolios with automatic base-currency conversion plus valuation and FX-impact reporting.
What Snowball Analytics does best
- Tracking global multi-asset portfolios across stocks, ETFs, mutual funds, bonds, crypto, currencies, commodities, real estate, cash, and custom assets.
- Import support for data through broker connections, Yodlee, SnapTrade, Interactive Brokers support, broker statements, CSV uploads, or manual entry where supported by plan.
- Consolidate accounts and custom assets into composite views such as My Net Worth for combined portfolio analytics.
- Analysis of performance with portfolio value, invested capital, total profit, dividends, realized P&L, fees, dividend taxes, IRR, TWR, beta, and multi-period returns.
- Dividend analytics for forward income, dividend growth, yield, yield on cost, withholding-tax settings, dividend ratings, calendars, projected payouts, and DRIP planning.
Every detail we compared
Every tracked attribute for Sharesight and Snowball Analytics, side by side.ShowHide
Every detail we compared
Every tracked attribute for Sharesight and Snowball Analytics, side by side.| 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.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freeportfolios: 1 · holdings: 10 · +1 more | Freeportfolios: 1 · holdings: 10 · +4 more |
| Entry paid plan | €7/mo“Starter”portfolios: 1 · holdings: 30 · +1 more | $79.99/yr≈ $6.67/mo“Starter”portfolios: 1 · holdings: Unlimited · +4 more |
| Tier 2 | €17/mo“Standard”portfolios: 4 · holdings: Unlimited · +1 more | $149.99/yr≈ $12.50/mo“Investor”portfolios: 10 · holdings: Unlimited · +4 more |
| Tier 3 | €23/mo“Premium”portfolios: 10 · holdings: Unlimited · +1 more | $249.99/yr≈ $20.83/mo“Expert”portfolios: Unlimited · holdings: Unlimited · +2 more |
| Top plan | €13.50/mo“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.
Keep researching
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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.