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Instead of Snowball Analytics

Snowball Analytics alternatives

Snowball Analytics is built for retail investors who want to plan and track portfolios across stocks, ETFs, funds, cash accounts, and custom assets. It connects to more than 1,000 brokers, supports 70+ exchanges and 30+ currencies, and combines performance reporting with allocation, risk, dividend, benchmarking, and rebalancing tools. Its performance calculations include fees, dividends, and trades, with IRR and risk-adjusted metrics such as the Sharpe ratio. The Free plan is limited to one portfolio, 10 holdings, one custom holding, and one watchlist; paid plans start at $7.99/user/mo.

  1. 1

    Sharesight

    by Sharesight
    Free plan AndroidAPIiPhone+1

    Investors who want tax-lot tracking — Sharesight adds tax-lot tracking and an API platform, while Snowball offers broker connections and dividend tools.

    7.4 Free plan · paid from $7/mo (annual) · 14-day trial Visit site
  2. 2

    Portfolio Performance

    by Portfolio Performance
    Free plan AndroidiPhoneLinux+2

    Investors seeking free desktop portfolio analysis — Portfolio Performance is free and supports Linux, macOS, and Windows, while Snowball’s free plan limits users to one portfolio and 10 holdings.

    7.4 Free plan Visit site
  3. 3

    Stock Rover

    by Stock Rover
    Free plan AndroidiPhoneWeb+1

    Investors who want tax-lot tracking — Stock Rover adds tax-lot tracking and Windows support, while Snowball offers dividend tracking and connections to over 1,000 brokers.

    7.4 Free plan · paid from $29/mo (annual) · 14-day trial Visit site
  4. 4

    Finary

    by Finary
    Free plan AndroidAPIiPhone+2

    Investors wanting macOS access — Finary adds macOS support, while Snowball offers risk analysis and detailed dividend tools.

    7.3 Free plan · paid from €149.99/yr · 14-day trial Visit site
  5. 5

    getquin

    by getquin
    Free plan AndroidiPhoneWeb

    Investors wanting an annual subscription option — getquin offers an annual paid plan from €89.99/yr, while Snowball’s paid plans start at $7.99/user/mo.

    7.2 Free plan · paid from €89.99/yr Visit site
  6. 6

    BlackRock Aladdin

    Paid APIWeb

    Investment managers seeking public and private market views — Aladdin unifies investment management through a common data language and covers public and private markets, unlike Snowball’s retail-investor focus.

    Pricing on request Visit site
  7. 7

    rotki

    by rotki
    Free plan Open source APILinuxMac+3

    Privacy-focused crypto portfolio accounting — rotki is open-source, self-hosted, and locally stores encrypted data, with on-chain accounting and tax reports instead of Snowball’s broker and dividend focus.

    8.9 Free plan Visit site
  8. 8

    Exirio

    by Exirio
    Free plan AndroidiPhoneWeb
    7.2 Free plan · paid from $9/mo · 30-day trial Visit site
  9. 9

    Wealthfolio

    Free plan iPhoneLinuxMac+3
    7.2 Free plan · paid from $2.99/user/mo Visit site
  10. 10

    CoinTracking

    by CoinTracking
    Free plan AndroidAPIiPhone+1
    7.1 Free plan · paid from $49/yr · 7-day trial Visit site
  11. 11

    Ghostfolio

    Free plan AndroidSelf-hostedWeb
    6.9 Free plan Visit site
  12. 12

    JStock

    Free plan AndroidLinuxMac+1
    6.9 Free plan Visit site
  13. 13

    PortfolioPilot

    by PortfolioPilot
    Free plan Web
    6.8 Free plan · paid from $20/mo (annual) · 10-day trial Visit site
  14. 14

    Freehold

    Free plan APIWeb
    6.7 Free plan · paid from $29/mo · 14-day trial Visit site
  15. 15

    Portfolio Visualizer

    Free plan Web
    6.6 Free plan · paid from $30/mo (annual) · 14-day trial Visit site
  16. 16

    AlternativeSoft

    by AlternativeSoft
    Free trial APILinuxMac+2
    6.4 Pricing on request Visit site
  17. 17

    TokenPad

    by TokenPad
    Free plan AndroidiPhone
    6.3 Free plan Visit site
  18. 18

    Kubera

    Free trial AndroidiPhoneWeb
    6.2 From $250/yr · 14-day trial Visit site
  19. 19

    Morningstar Investor

    Free trial AndroidiPhoneWeb
    6.2 From $249/yr · 7-day trial Visit site
  20. 20

    CGI Wealth360 Portfolio Management

    Paid AndroidAPIiPhone+1
    6.1 Pricing on request Visit site
  21. 21

    Black Diamond Wealth Solutions

    by Black Diamond Wealth Solutions
    Paid AndroidAPIiPhone+1
    6.1 Pricing on request Visit site
  22. 22

    Addepar

    by Addepar
    Paid AndroidAPIiPhone+1
    6.0 Pricing on request Visit site
  23. 23

    Tamarac

    by Tamarac
    Paid AndroidAPIiPhone+1
    6.0 Pricing on request Visit site
  24. 24

    FundCount

    by FundCount
    Paid AndroidAPIiPhone+5
    6.0 From $14,450/yr Visit site
  25. 25

    Landytech Sesame One

    by Landytech Sesame One
    Paid AndroidAPIiPhone+1
    6.0 Visit site

Alternatives may suit investors who want a different platform mix, tax-lot tracking, a free desktop app, or local-first accounting. Compare each option’s pricing and supported platforms with your own requirements, then consider which analysis matters most to your portfolio. Snowball offers mobile and web access, while some alternatives add Linux, Windows, macOS, or self-hosting. A switch can also mean giving up Snowball’s broker connections, dividend tools, or coverage of custom assets, so weigh those against the alternative’s specific strengths.

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