Investment Account Manager vs Snowball Analytics
Investment Account Manager
investmentaccountmanager.comSnowball Analytics
snowball-analytics.comSide by side
| Figure | Investment Account Manager | Snowball Analytics |
|---|---|---|
| Price from | $159/mo | $6.67/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | — | Yes |
| Windows | Yes | — |
| iOS | — | Yes |
| Android | — | Yes |
| Plans published | 2 | 7 |
| Spec score · Portfolio Management Software | 7.7 (#50) | 8.9 (#5) |
| Spec score · Stock Portfolio Management | 8.1 (#11) | 8.4 (#8) |
| Founded | 1985 | 2021 |
| Free plan | No | Yes |
| Headquarters | Mequon, Wisconsin, United States | Lyon, France |
| Performance reporting | Yes | Yes |
| Portfolio analysis | It offers allocation and rebalancing analysis, fund composition analysis, and performance comparisons against benchmarks. | The service offers benchmarking, risk-adjusted returns, diversification, and rebalancing tools. |
| Purpose | Investment Account Manager is desktop portfolio management software for tracking investments and managing one or more portfolios. | Snowball Analytics is a service for retail investors to plan and track investments, monitor dividend payouts, and make investment decisions. |
Plans
Investment Account Manager
- IAM4 Individual New Activation$159 a month
- IAM4 Individual New Activation$159, 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
Investment Account Manager
Investment Account 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.