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Exirio vs Snowball Analytics

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Exirio

7.6#13 in portfolio management softwareFrom $89 a year
AndroidiOSWeb
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What both publish

FactExirioSnowball Analytics
Allocation analysisYesYes
Asset class coveragemulti_asset_alternativesmulti_asset_alternatives
Founded20202021
Free planYesYes
HeadquartersDover, Delaware, USALyon, France
Performance reportingYesYes
Risk analysisYesYes
SecurityThe security page says data is encrypted in transit using HTTPS/TLS with AES-256 and that personally identifiable information and backups are encrypted at rest.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.
SupportThe benefits page advertises 24/7 support, while Premium includes priority support.The pricing page directs users to Snowball Analytics' Knowledge Base for popular questions, tutorials, and usage advice.

Exirio plans

  • Starter$9 a month
  • Premium$28 a month
  • Starter$89 a year
  • Premium$275 a year
  • InstitutionalPriced on request

Snowball Analytics plans

  • FreeFree
  • Investor$149.99 a year
  • Expert$249.99 a year
  • Starter$79.99 a year

Pick Exirio 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.

Charts they share