Morningstar Office vs Snowball Analytics
Morningstar Office
morningstar.comSnowball Analytics
snowball-analytics.comSide by side
| Figure | Morningstar Office | Snowball Analytics |
|---|---|---|
| Price from | — | $6.67/mo |
| Free plan | — | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | — | Yes |
| Plans published | 1 | 7 |
| Spec score · Portfolio Management Software | 8.1 (#21) | 8.9 (#5) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Founded | 1984 | 2021 |
| Free plan | No | Yes |
| Headquarters | Chicago, Illinois, United States | Lyon, France |
| Performance reporting | Yes | Yes |
| Purpose | Morningstar Office provides a platform for financial advisors that combines client communication, portfolio accounting and reporting, portfolio analysis, research, rebalancing, and fee billing. | 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 | Morningstar says it uses physical, technical, and procedural safeguards and encryption in transit; its public Office privacy statement does not detail specific security controls. | 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 Office privacy statement lists [email protected] and (866) 215-2503 for support requests to permanently delete an Office profile or database information. | 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
Morningstar Office
Morningstar Office 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.