AlternativeSoft vs Snowball Analytics
AlternativeSoft
alternativesoft.comSnowball Analytics
snowball-analytics.comSide by side
| Figure | AlternativeSoft | Snowball Analytics |
|---|---|---|
| Price from | — | $6.67/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| Linux | Yes | — |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | — |
| Plans published | 1 | 7 |
| Spec score · Portfolio Management Software | 8.5 (#10) | 8.9 (#5) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Founded | 2005 | 2021 |
| Headquarters | London, United Kingdom | Lyon, France |
| Performance reporting | Yes | Yes |
| Purpose | AlternativeSoft is an investment analytics platform for institutional investors covering fund screening, due diligence, portfolio construction, risk monitoring, and reporting. | Snowball Analytics is a service for retail investors to plan and track investments, monitor dividend payouts, and make investment decisions. |
| Risk analysis | Yes | Yes |
| Security | The platform overview describes AlternativeSoft as ISO compliant, GDPR-compliant, and enterprise-grade secure. | Snowball Analytics says it does not store broker or crypto-account credentials; Yodlee connections are read-only, and stored data is depersonalized and encrypted in transit. |
| Support | The company says it provides dedicated onboarding and implementation support, and that most institutions are operational within 2–4 weeks. | The pricing page directs users to Snowball Analytics' Knowledge Base for popular questions, tutorials, and usage advice. |
Plans
Snowball Analytics
- FreeFree
- Starter$7.99 a month
- Investor$14.99 a month
- Investor$149.99 a year
- Expert$24.99 a month
- Expert$249.99 a year
- Starter$79.99 a year
In their own words
AlternativeSoft
AlternativeSoft is an investment analytics platform for institutional investors, covering fund screening, due diligence, portfolio construction, risk monitoring, and reporting. Its database covers more than 500,000 hedge funds, private equity funds, mutual funds, and ETFs. Fund Search & Screening offers more than 4,000 criteria and custom scoring models. Portfolio Construction includes mean-variance optimisation, risk parity, Black-Litterman, Monte Carlo simulation, constraint modelling, and stress testing. AI DDQ Automation reads fund documents and prepares questionnaire responses in ILPA, Albourne, and custom formats. Private Equity Analytics covers gross and net IRR, TVPI, DPI, RVPI, MOIC, PME, and vintage-year benchmarking. Listed connections include Bloomberg, eVestment, Morningstar, Preqin, HFR, Pitchbook, Albourne, WithIntelligence, BarclayHedge, and Refinitiv/LSEG. The platform supports bidirectional Excel exchange and a live Power BI connector. It is browser-based cloud SaaS with no installation. Pricing is tailored by modules, users, concurrent access, data connections, and fund coverage; a free 14-day trial follows a demo.
Snowball Analytics
Snowball Analytics helps retail investors plan and track investments, review portfolio performance, and monitor dividends. It supports stocks, ETFs, funds, cash accounts, and custom assets such as deposits and real estate, across more than 70 exchanges and 30 currencies. Users can connect to over 1,000 brokers, import reports from 15 brokers, or bring in statements and CSV files. Performance tools account for fees, dividends, and trades, and include IRR calculations, benchmarking, risk analysis, diversification, and rebalancing. Dividend features include tracking, payout records, calendars, yield calculations, and forecasting; dividend ratings are on paid plans. The Free plan includes one portfolio, 10 holdings, one custom holding, and one watchlist. A 14-day trial includes paid features without a credit card, after which users move to Free. Monthly plans are 7.99 USD for Starter, 14.99 USD for Investor, and 24.99 USD for Expert. It is available on web, Android, and iOS.