Fund Manager
6.8#42 in portfolio management software$139 one-timeWebWindows
VisitFund Manager vs Snowball Analytics
Snowball Analytics
8.6#4 in portfolio management softwareFrom $79.99 a yearFree planAndroidiOSWeb
VisitWhat both publish
| Fact | Fund Manager | Snowball Analytics |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset | multi_asset_alternatives |
| Broker connections | Fund Manager can retrieve transactions and positions directly from a listed range of brokers and mutual fund companies; some listed providers support download and import only. | The service supports automatic brokerage connections with over 1,000 brokers worldwide. |
| Founded | 1993 | 2021 |
| Free plan | No | Yes |
| Headquarters | Chandler, Arizona, USA | Lyon, France |
| Performance reporting | Yes | Yes |
| Risk analysis | Yes | Yes |
| Security | The company says broker transaction retrieval uses the OFX protocol over HTTPS and describes it as encrypted and secure. | 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. |
Fund Manager plans
- Personal$139, paid once
- Professional$325, paid once
- Advisor$1,650, paid once
Snowball Analytics plans
- FreeFree
- Investor$149.99 a year
- Expert$249.99 a year
- Starter$79.99 a year
Pick Fund Manager 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.