PortfolioPilot vs Snowball Analytics
PortfolioPilot
portfoliopilot.comSnowball Analytics
snowball-analytics.comSide by side
| Figure | PortfolioPilot | Snowball Analytics |
|---|---|---|
| Price from | $20/mo | $6.67/mo |
| Free plan | Yes | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| Plans published | 7 | 7 |
| Spec score · Portfolio Management Software | 8.5 (#13) | 8.9 (#5) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Free plan | The free plan includes planning, investing tools, net worth tracking, and portfolio assessment. | Yes |
| Headquarters | San Francisco, California, United States | Lyon, France |
| Performance reporting | Yes | Yes |
| Purpose | PortfolioPilot connects portfolios, real estate, crypto and other net-worth components, then provides personalized portfolio analysis and recommendations. | 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 | Gold, Platinum and Pro subscribers receive premium support, while Pro includes priority quarterly 1:1 expert calls for setup and product questions. | The pricing page directs users to Snowball Analytics' Knowledge Base for popular questions, tutorials, and usage advice. |
| Target users | The platform is designed as an aid for self-directed investors, with Pro intended for investors with complex portfolios. | The company says its mission is to serve long-term retail investors who want a complete view of their investments. |
Plans
PortfolioPilot
- FreeFree
- Gold$29 a month
- Platinum$99 a month
- Pro$149 a month
- Gold$240 a year
- Platinum$588 a year
- Pro$1,188 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
PortfolioPilot
PortfolioPilot 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.