Snowball Analytics vs Wealthfolio
Snowball Analytics
snowball-analytics.comWealthfolio
wealthfolio.aiSide by side
| Figure | Snowball Analytics | Wealthfolio |
|---|---|---|
| Price from | $6.67/mo | $2.99/mo |
| Free plan | Yes | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| Linux | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | — |
| Self-hosted | — | Yes |
| Plans published | 7 | 5 |
| Spec score · Portfolio Management Software | 8.9 (#5) | 8.6 (#9) |
| Spec score · Investment Tools | 8.7 (#5) | 8.2 (#9) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Broker integrations | Brokerages can connect read-only through Yodlee, SnapTrade, and Plaid, or users can import statements and CSV files. | Wealthfolio Connect uses SnapTrade, a SOC 2 Type II certified aggregator, and supports 42+ institutions listed on its brokerage directory. |
| Free plan | Yes | Yes |
| Performance reporting | Yes | Yes |
| Purpose | Snowball Analytics is a service for retail investors to plan and track investments, monitor dividend payouts, and make investment decisions. | Wealthfolio is a local-first, open-source investment tracker and personal finance app. |
| Risk analysis | Yes | Yes |
| Paid from | 7.99 | 2.99 |
| Support | The pricing page directs users to Snowball Analytics' Knowledge Base for popular questions, tutorials, and usage advice. | Self-hosting documentation directs users to Discord, GitHub Issues and the AGPL-3.0 source repository for help and source access. |
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
Wealthfolio
- Basic$2.99 a month
- Essentials$7.99 a month
- Duo$12.99 a month
- Plus$24.99 a month
- Wealthfolio coreFree
In their own words
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.
Wealthfolio
Wealthfolio has no write-up on Specifiction yet; its figures are above.