Snowball Analytics
8.6#4 in portfolio management softwareFrom $79.99 a yearFree planAndroidiOSWeb
VisitSnowball Analytics vs Wealthfolio
Wealthfolio
8.0#10 in portfolio management softwareFrom $2.99 a monthFree planiOSWebLinuxmacOS
VisitWhat both publish
| Fact | Snowball Analytics | Wealthfolio |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Broker integrations | Brokerages can connect read-only through Yodlee, SnapTrade, and Plaid, or users can import statements and CSV files. | Wealthfolio Connect uses SnapTrade, a SOC 2 Type II certified aggregator, and supports 42+ institutions listed on its brokerage directory. |
| Free plan | Yes | Yes |
| Paid from | 7.99 | 2.99 |
| Performance reporting | Yes | Yes |
| Purpose | Snowball Analytics is a service for retail investors to plan and track investments, monitor dividend payouts, and make investment decisions. | Wealthfolio is a local-first, open-source investment tracker and personal finance app. |
| Risk analysis | Yes | Yes |
| Support | The pricing page directs users to Snowball Analytics' Knowledge Base for popular questions, tutorials, and usage advice. | Self-hosting documentation directs users to Discord, GitHub Issues and the AGPL-3.0 source repository for help and source access. |
Snowball Analytics plans
- FreeFree
- Investor$149.99 a year
- Expert$249.99 a year
- Starter$79.99 a year
Wealthfolio plans
- Basic$2.99 a month
- Essentials$7.99 a month
- Duo$12.99 a month
- Plus$24.99 a month
- Wealthfolio coreFree
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.
Pick Wealthfolio if…
Wealthfolio suits people who want to track investments and broader net worth in a local-first app. It also offers planning tools, optional broker connections and AI features for users who want them.