Fund Manager vs Snowball Analytics
Fund Manager
fundmanagersoftware.comSnowball Analytics
snowball-analytics.comSide by side
| Figure | Fund Manager | Snowball Analytics |
|---|---|---|
| Price from | — | $6.67/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| iOS | — | Yes |
| Android | — | Yes |
| Plans published | 3 | 7 |
| Spec score · Stock Portfolio Management | 8.7 (#3) | 8.4 (#8) |
| Spec score · Portfolio Management Software | 8.1 (#29) | 8.9 (#5) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset | multi_asset_alternatives |
| Broker connections | Fund Manager can retrieve transactions and positions directly from a listed range of brokers and mutual fund companies; some listed providers support download and import only. | The service supports automatic brokerage connections with over 1,000 brokers worldwide. |
| Founded | 1993 | 2021 |
| Free plan | No | Yes |
| Headquarters | Chandler, Arizona, USA | Lyon, France |
| Performance reporting | Yes | Yes |
| Risk analysis | Yes | Yes |
| Security | The company says broker transaction retrieval uses the OFX protocol over HTTPS and describes it as encrypted and 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. |
Plans
Fund Manager
- Personal$139, paid once
- Professional$325, paid once
- Advisor$1,650, paid once
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
Fund Manager
Fund Manager has no write-up on Specifiction yet; its figures are above.
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.