Portfolio Performance
8.2#8 in portfolio management softwareFrom $25 a yearFree planAndroidiOSLinuxmacOS
VisitPortfolio Performance vs Snowball Analytics
Snowball Analytics
8.6#4 in portfolio management softwareFrom $79.99 a yearFree planAndroidiOSWeb
VisitWhat both publish
| Fact | Portfolio Performance | Snowball Analytics |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset | multi_asset_alternatives |
| Founded | 2012 | 2021 |
| Free plan | Yes | Yes |
| Performance reporting | Yes | Yes |
| Portfolio analysis | It provides portfolio overviews, key figures, charts, historical price tracking, security classification, asset allocation, and rebalancing. | The service offers benchmarking, risk-adjusted returns, diversification, and rebalancing tools. |
| Purpose | The desktop application tracks securities portfolios across accounts and calculates performance using true-time weighted return and internal rate of return. | Snowball Analytics is a service for retail investors to plan and track investments, monitor dividend payouts, and make investment decisions. |
| Risk analysis | Yes | Yes |
| Support | The maker directs users to its forum for help with the desktop product and provides support by email for the mobile app. | The pricing page directs users to Snowball Analytics' Knowledge Base for popular questions, tutorials, and usage advice. |
Portfolio Performance plans
- DesktopFree
- Premium (Monthly)$3 a month
- Premium (Yearly)$25 a year
Snowball Analytics plans
- FreeFree
- Investor$149.99 a year
- Expert$249.99 a year
- Starter$79.99 a year
Pick Portfolio Performance if…
It suits investors who want to track securities across accounts and review performance, allocation, risk, or tax lots. Mobile users should be comfortable viewing portfolio files without editing them in the app.
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.