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Head-to-head · Portfolio Management Software

Snowball Analytics vs Charles River IMS

  • Updated Sep 2026
  • Both researched from official sources
  • 5 checks side by side
Higher score Snowball Analytics #22 in Portfolio Management Software 5.8/10 Free plan · paid from $7.99/user/mo · 14-day trial Free plan✓ 3 of 4 features Visit site
Charles River IMS #34 in Portfolio Management Software 5.2/10 Pricing on request ✓ 4 of 4 features Visit Charles River

Snowball Analytics leads on 1 check, Charles River IMS on 1, and 3 are even. Who comes out ahead on the 5 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreSnowball Analytics · 5.8/10
  • Free planonly Snowball Analytics
  • Most featuresCharles River IMS · 4 of 4

Snowball Analytics scores higher on our rubric for portfolio management software: 5.8 against 5.2 out of 10; our editors rank them #22 and #34.

Snowball Analytics offers free plan; Charles River IMS doesn't publish it. Charles River IMS offers tax-lot tracking; Snowball Analytics doesn't publish it.

Snowball Analytics is the better fit for dividend-focused investors wanting analytics. Charles River IMS is the better fit for institutional portfolio construction teams.

  • Snowball Analytics fits best

    Dividend-focused investors wanting analytics

  • Charles River IMS fits best

    Institutional portfolio construction teams

Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.

Side by side

Feature Snowball Analytics 5.8/10 Visit ↗ Charles River IMS 5.2/10 Visit ↗
At a glance
Editor score 5.8 5.2
Ranking #22 in Portfolio Management Software #34 in Portfolio Management Software
Best for Dividend-focused investors wanting analytics Institutional portfolio construction teams
Pricing model Free plan + paid Paid
Starting price $7.99/user/mo Not published
Free plan ✓ (best) Not published
Free trial — —
Deployment Cloud, Mobile Cloud
Support Email, Docs Tickets · 24/7
Compliance GDPR ISO 27001
Built for Solo, Small business, Mid-market, Enterprise Enterprise
Features Snowball Analytics 3/4 · Charles River IMS 4/4
Performance reporting ✓ ✓
Allocation analysis ✓ ✓
Risk analysis ✓ ✓
Tax-lot tracking Not published ✓ (best)
Specs
Asset class coverage Multi_asset_alternatives Multi_asset_alternatives
Maximum portfolios 1 portfolios Not published
Our review
Pros
  • Tracks dividends, forecasts, calendars, and dividend ratings
  • Combines performance, IRR, allocation, risk, and benchmarking analytics
  • Supports stocks, funds, cash, currencies, metals, real estate, and custom assets
  • Portfolio construction, optimization, attribution, and factor risk in one platform
  • Supports public and private markets, including alternatives
  • Connects rebalancing, tax lots, orders, compliance, and post-trade processing
Cons
  • The Free plan is limited to 1 portfolio and 10 holdings
  • Starter limits users to 5 custom holdings and 2 watchlists
  • Advanced capabilities require paid plans starting at $7.99 per month
  • Pricing requires contacting the vendor
  • Its enterprise scope may exceed narrow portfolio-tracking needs
  • Complex multi-asset workflows are not aimed at lightweight teams
Our verdict

Snowball Analytics is a portfolio management and investment tracking service for retail investors, advisers, family offices, and portfolio managers. It brings together brokerage accounts and imported broker reports or CSV files, then…

Read the review →

Charles River IMS is an enterprise investment management platform for investment managers, wealth managers, asset owners, insurers, and other institutional investment teams. It brings portfolio analysis, construction, performance…

Read the review →
  1. Snowball AnalyticsPortfolio Management Software 5.8Free plan · paid from $7.99/user/mo · 14-day trial
  2. Charles River IMSPortfolio Management Software 5.2Pricing on request

Strengths and trade-offs

  • Snowball Analytics — where it wins

    • Tracks dividends, forecasts, calendars, and dividend ratings
    • Combines performance, IRR, allocation, risk, and benchmarking analytics
    • Supports stocks, funds, cash, currencies, metals, real estate, and custom assets

    Where it doesn't

    • The Free plan is limited to 1 portfolio and 10 holdings
    • Starter limits users to 5 custom holdings and 2 watchlists
    • Advanced capabilities require paid plans starting at $7.99 per month

  • Charles River IMS — where it wins

    • Portfolio construction, optimization, attribution, and factor risk in one platform
    • Supports public and private markets, including alternatives
    • Connects rebalancing, tax lots, orders, compliance, and post-trade processing

    Where it doesn't

    • Pricing requires contacting the vendor
    • Its enterprise scope may exceed narrow portfolio-tracking needs
    • Complex multi-asset workflows are not aimed at lightweight teams
  • Snowball Analytics5.8/10 · Free plan · paid from $7.99/user/mo · 14-day trial

    A dividend-focused portfolio tracker with broad analytics and a free entry plan.

    Visit siteFull verdict →
  • Charles River IMS5.2/10 · Pricing on request

    A deep institutional platform for portfolio construction, risk, trading, and compliance.

    Visit Charles RiverFull verdict →

All portfolio management software comparisons → · Full ranking →

Guides on portfolio management software

Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026

Last updated · How we research and update