Sharesight
8.6#3 in portfolio management softwareFrom $7 a monthFree planAndroidiOSWebAPI
VisitSharesight vs Snowball Analytics
Snowball Analytics
8.6#4 in portfolio management softwareFrom $79.99 a yearFree planAndroidiOSWeb
VisitWhat both publish
| Fact | Sharesight | Snowball Analytics |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Broker integrations | Sharesight can automatically import trades from more than 200 global brokers. | Brokerages can connect read-only through Yodlee, SnapTrade, and Plaid, or users can import statements and CSV files. |
| Founded | 2006 | 2021 |
| Free plan | Yes | Yes |
| Headquarters | Wellington, New Zealand and Sydney, Australia | Lyon, France |
| Market coverage | Sharesight tracks stocks, ETFs and funds across more than 60 markets worldwide. | The service supports 70+ exchanges, 30+ currencies, and stocks, ETFs, and funds. |
| Maximum portfolios | 1 | 1 |
| Performance reporting | Yes | Yes |
| Portfolio sharing | Portfolio sharing is included as a core feature across all plans. | Users can share portfolios with others and export holdings and transactions to CSV. |
| Risk analysis | Yes | Yes |
| Security | Sharesight states that it is SOC 2 and GDPR compliant and offers two-factor authentication. | 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. |
Sharesight plans
- FreeFree
- Starter$7 a month
- Standard$18 a month
- Premium$23.25 a month
- Business (5-19 portfolios)$13.50 a month
- Business (20-49 portfolios)$12 a month
Snowball Analytics plans
- FreeFree
- Investor$149.99 a year
- Expert$249.99 a year
- Starter$79.99 a year
Pick Sharesight if…
Sharesight suits investors who want to track holdings, dividends and portfolio performance, including people combining investments with cash accounts or property. Its Business plan is designed for accountants, advisors and family offices managing client portfolios.
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.