Portfolio Performance vs Snowball Analytics
Portfolio Performance
portfolio-performance.infoSnowball Analytics
snowball-analytics.comSide by side
| Figure | Portfolio Performance | Snowball Analytics |
|---|---|---|
| Price from | $2.08/mo | $6.67/mo |
| Free plan | Yes | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | — | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| Linux | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| Plans published | 3 | 7 |
| Spec score · Stock Market software | 8.9 (#1) | 8.8 (#3) |
| Spec score · Portfolio Management Software | 8.8 (#7) | 8.9 (#5) |
| Spec score · Investment Tools | 8.8 (#4) | 8.7 (#5) |
| Spec score · Stock Portfolio Management | 8.5 (#7) | 8.4 (#8) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset | multi_asset_alternatives |
| Founded | 2012 | 2021 |
| Free plan | Yes | Yes |
| Performance reporting | Yes | Yes |
| Portfolio analysis | It provides portfolio overviews, key figures, charts, historical price tracking, security classification, asset allocation, and rebalancing. | The service offers benchmarking, risk-adjusted returns, diversification, and rebalancing tools. |
| Purpose | The desktop application tracks securities portfolios across accounts and calculates performance using true-time weighted return and internal rate of return. | Snowball Analytics is a service for retail investors to plan and track investments, monitor dividend payouts, and make investment decisions. |
| Risk analysis | Yes | Yes |
| Support | The maker directs users to its forum for help with the desktop product and provides support by email for the mobile app. | The pricing page directs users to Snowball Analytics' Knowledge Base for popular questions, tutorials, and usage advice. |
Plans
Portfolio Performance
- DesktopFree
- Premium (Monthly)$3 a month
- Premium (Yearly)$25 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
Portfolio Performance
Portfolio Performance is a free desktop application for tracking securities portfolios across accounts. It calculates performance using true-time weighted return and internal rate of return, and provides overviews, key figures, charts, and historical price tracking. Users can classify securities, examine asset allocation and risk, plan rebalancing, and track tax lots. Purchases, sales, taxes, fees, and other transactions can be entered, or statements can be imported from online banks and brokers. Historical prices can come from sources such as HTML, JSON, Yahoo Finance, Quandl, AlphaVantage, and CoinGecko, as well as a built-in provider for German and US stocks. Portfolio data is stored in XML and can be exported as CSV or JSON. The mobile app reads a desktop portfolio file for viewing and analysis, but does not allow edits. It supports iOS and Android; the desktop application runs on Linux, macOS, and Windows. Optional mobile subscriptions are listed at $3 a month or $25 a year. The project began in 2012, and its source code is licensed under the Eclipse Public License 1.0.
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.