Exirio vs Snowball Analytics
Exirio
exirio.comSnowball Analytics
snowball-analytics.comSide by side
| Figure | Exirio | Snowball Analytics |
|---|---|---|
| Price from | $7.42/mo | $6.67/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| Plans published | 5 | 7 |
| Spec score · Investment Tools | 8.9 (#1) | 8.7 (#5) |
| Spec score · Portfolio Management Software | 8.5 (#11) | 8.9 (#5) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Founded | 2020 | 2021 |
| Free plan | Yes | Yes |
| Headquarters | Dover, Delaware, USA | Lyon, France |
| Performance reporting | Yes | Yes |
| Risk analysis | Yes | Yes |
| Security | The security page says data is encrypted in transit using HTTPS/TLS with AES-256 and that personally identifiable information and backups are encrypted at rest. | 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 benefits page advertises 24/7 support, while Premium includes priority support. | The pricing page directs users to Snowball Analytics' Knowledge Base for popular questions, tutorials, and usage advice. |
Plans
Exirio
- Starter$9 a month
- Premium$28 a month
- Starter$89 a year
- Premium$275 a year
- InstitutionalPriced on request
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
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.