Finary vs Snowball Analytics
Finary
finary.comSnowball Analytics
snowball-analytics.comSide by side
| Figure | Finary | Snowball Analytics |
|---|---|---|
| Price from | €3.75/mo | $6.67/mo |
| Free plan | Yes | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| macOS | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 5 | 7 |
| Spec score · Portfolio Management Software | 9.1 (#1) | 8.9 (#5) |
| Spec score · Stock Portfolio Management | 9.4 (#1) | 8.4 (#8) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Founded | 2020 | 2021 |
| Free plan | Yes | Yes |
| Headquarters | Paris, France | Lyon, France |
| Performance reporting | Yes | Yes |
| Security | Finary says banking credentials are handled by aggregator partners and account access is read-only, so it cannot initiate transactions. | 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. |
| Security credentials | Bank credentials are handled by regulated aggregators including Plaid, Powens and Flanks; Finary says its team never receives those credentials. | Snowball Analytics says it does not store broker account credentials. |
| Support | The Android listing says assistance is available seven days a week, while Plus advertises priority support. | The pricing page directs users to Snowball Analytics' Knowledge Base for popular questions, tutorials, and usage advice. |
Plans
Finary
- Finary Plus€149.99 a year
- Finary Pro€349.99 a year
- FreeFree
- Finary Lite€44.99 a year
- Finary Lite€54.99 a year
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
Finary
Finary is an app for tracking money, investments, and net worth in one place. Its connectors can synchronize accounts from over 20,000 banks and institutions; users can also add assets and liabilities such as real estate, crypto, precious metals, and startup holdings. Portfolio tools report performance and break allocations down by geography, sector, and market segment. Budgeting features track income and expenses and help identify recurring costs. A fee scanner is designed to surface investment fees and lower-cost alternatives. Finary also offers crypto investing and Finary Life, an individual life-insurance contract insured by Generali Vie. The free plan costs 0.00 EUR and includes two linked accounts and two tracked goals. Lite is €54.99 a year, Plus €149.99 a year, and Pro €349.99 a year; each paid plan lists unlimited accounts and goals. Finary is available on Android, iOS, macOS, and the web. The company says it was founded in 2020 and is headquartered in Paris, France.
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.