Sharesight vs Snowball Analytics
Sharesight
sharesight.comSnowball Analytics
snowball-analytics.comSide by side
| Figure | Sharesight | Snowball Analytics |
|---|---|---|
| Price from | $7/mo | $6.67/mo |
| Free plan | Yes | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 13 | 7 |
| Spec score · Portfolio Management Software | 9.0 (#2) | 8.9 (#5) |
| Spec score · Investment Tools | 8.9 (#2) | 8.7 (#5) |
| Spec score · Stock Market software | 8.9 (#2) | 8.8 (#3) |
| Spec score · Stock Portfolio Management | 8.6 (#5) | 8.4 (#8) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Broker integrations | Sharesight can automatically import trades from more than 200 global brokers. | Brokerages can connect read-only through Yodlee, SnapTrade, and Plaid, or users can import statements and CSV files. |
| Founded | 2006 | 2021 |
| Free plan | Yes | Yes |
| Headquarters | Wellington, New Zealand and Sydney, Australia | Lyon, France |
| Market coverage | Sharesight tracks stocks, ETFs and funds across more than 60 markets worldwide. | The service supports 70+ exchanges, 30+ currencies, and stocks, ETFs, and funds. |
| Maximum portfolios | 1 | 1 |
| Performance reporting | Yes | Yes |
| Portfolio sharing | Portfolio sharing is included as a core feature across all plans. | Users can share portfolios with others and export holdings and transactions to CSV. |
| Risk analysis | Yes | Yes |
| Security | Sharesight states that it is SOC 2 and GDPR compliant and offers two-factor authentication. | 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 | Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support. | The pricing page directs users to Snowball Analytics' Knowledge Base for popular questions, tutorials, and usage advice. |
| Supported assets | The service supports stocks, ETFs, funds, dividends, precious metals, and unlisted investments. | Users can track stocks, ETFs, funds, cash accounts, and custom assets such as deposits and real estate. |
Plans
Sharesight
- FreeFree
- Starter$7 a month
- Standard$18 a month
- Premium$23.25 a month
- Business (5-19 portfolios)$13.50 a month
- Business (20-49 portfolios)$12 a month
- Business (50-99 portfolios)$10.50 a month
- Business$13.50 a month
- Business (100+ portfolios)$9.20 a month
- Business 100+ portfolios$9.20 a month
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
Sharesight
Sharesight is an online portfolio and dividend tracker for following investment prices, performance, and income. It supports stocks, ETFs, funds, dividends, precious metals, and unlisted investments; users can also add cash accounts and property. Trades can be imported from more than 200 global brokers, while dividends, reinvestment plans, and share splits are updated automatically. Reports cover performance, trades, diversity, exposure, taxable income, and risk analysis, with options varying by plan. The free plan allows one portfolio, 10 holdings including closed holdings, and one custom group. Paid plans start at $7 a month billed annually; Business includes a 14-day free trial. Sharesight is available on Android, iOS, web, and API, and the mobile app is free to use. However, adding or editing trades and generating reports require the desktop platform. Sharesight is a tracking and reporting service, not a bank, broker, or trading platform, so it cannot be used to deposit, hold, transfer, or withdraw money or securities.
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.