PortfolioPilot
7.6#14 in portfolio management softwareFrom $240 a yearFree planWeb
VisitPortfolioPilot vs Snowball Analytics
Snowball Analytics
8.6#4 in portfolio management softwareFrom $79.99 a yearFree planAndroidiOSWeb
VisitWhat both publish
| Fact | PortfolioPilot | Snowball Analytics |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Cancellation policy | Subscriptions can be canceled at any time through the Subscriptions tab. | Subscriptions can be canceled anytime and will not renew after the paid term. |
| Free plan | The free plan includes planning, investing tools, net worth tracking, and portfolio assessment. | Yes |
| Headquarters | San Francisco, California, United States | Lyon, France |
| Performance reporting | Yes | Yes |
| Purpose | PortfolioPilot connects portfolios, real estate, crypto and other net-worth components, then provides personalized portfolio analysis and recommendations. | 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 | Gold, Platinum and Pro subscribers receive premium support, while Pro includes priority quarterly 1:1 expert calls for setup and product questions. | The pricing page directs users to Snowball Analytics' Knowledge Base for popular questions, tutorials, and usage advice. |
| Target users | The platform is designed as an aid for self-directed investors, with Pro intended for investors with complex portfolios. | The company says its mission is to serve long-term retail investors who want a complete view of their investments. |
PortfolioPilot plans
- FreeFree
- Gold$29 a month
- Platinum$99 a month
- Pro$149 a month
- Gold$240 a year
- Platinum$588 a year
Snowball Analytics plans
- FreeFree
- Investor$149.99 a year
- Expert$249.99 a year
- Starter$79.99 a year
Pick PortfolioPilot 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.