CircleBlack Portfolio Reporting
6.8#41 in portfolio management softwareAndroidiOSWeb
VisitCircleBlack Portfolio Reporting vs Snowball Analytics
Snowball Analytics
8.6#4 in portfolio management softwareFrom $79.99 a yearFree planAndroidiOSWeb
VisitWhat both publish
| Fact | CircleBlack Portfolio Reporting | Snowball Analytics |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset | multi_asset_alternatives |
| Free plan | No | Yes |
| Headquarters | Boston, Massachusetts, United States | Lyon, France |
| Performance reporting | Yes | Yes |
| Security | CircleBlack states that it uses AES 256-bit encryption at rest, TLS encryption in transit, role-based access control, and multi-factor authentication, and maintains SOC 2 Type I certification. | 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. |
CircleBlack Portfolio Reporting plans
- Base platform$550 a month
- CircleBlack Platform$600 a month
Snowball Analytics plans
- FreeFree
- Investor$149.99 a year
- Expert$249.99 a year
- Starter$79.99 a year
Pick CircleBlack Portfolio Reporting if…
You want what its maker publishes above — check its page for the details.
Pick Snowball Analytics if…
It suits long-term retail investors who want an overview of investments across supported assets and broker connections. It may also help investors tracking dividend income or reviewing performance, risk and diversification.