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Head-to-head · Stock Portfolio Management

FundCount vs Snowball Analytics

  • Updated Sep 2026
  • Both researched from official sources
  • 2 checks side by side
Higher score FundCount #4 in Stock Portfolio Management 7.4/10 From $14,450/yr ✓ 1 of 4 features Visit FundCount
Snowball Analytics #7 in Stock Portfolio Management 6.9/10 Free plan · paid from $7.99/user/mo · 14-day trial Free plan✓ 1 of 4 features Visit site

FundCount leads on 0 checks, Snowball Analytics on 1, and 1 is even. Who comes out ahead on the 2 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreFundCount · 7.4/10
  • Free planonly Snowball Analytics

FundCount scores higher on our rubric for stock portfolio management: 7.4 against 6.9 out of 10; our editors rank them #4 and #7.

Snowball Analytics offers free plan; FundCount doesn't.

FundCount is the better fit for family offices and fund administrators. Snowball Analytics is the better fit for investors seeking analytics and dividend tracking.

  • FundCount fits best

    Family offices and fund administrators

  • Snowball Analytics fits best

    Investors seeking analytics and dividend tracking

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

Side by side

Feature FundCount 7.4/10 Visit ↗ Snowball Analytics 6.9/10 Visit ↗
At a glance
Editor score 7.4 6.9
Ranking #4 in Stock Portfolio Management #7 in Stock Portfolio Management
Best for Family offices and fund administrators Investors seeking analytics and dividend tracking
Pricing model Paid Free plan + paid
Starting price Not published Not published
Free plan — ✓ (best)
Free trial — —
Deployment Cloud, Self-hosted, Desktop Cloud, Mobile
Platforms Web, Windows, macOS, Linux Web, iOS, Android
Compliance SOC 2, GDPR, 2FA GDPR
Integrations 9 integrations 1,000+ integrations
Built for Small business, Mid-market, Enterprise Solo, Small business, Mid-market, Enterprise
Features FundCount 1/4 · Snowball Analytics 1/4
Broker account sync Not published Not published
Performance reporting ✓ ✓
Tax lot tracking Not published Not published
Mobile app Not published Not published
Specs
Asset coverage Not published Not published
Portfolio limit Not published Not published
Our review
Pros
  • Accounts for public securities, private equity, real estate, and alternatives
  • Combines multi-entity, multi-currency and partnership accounting
  • Automates data feeds and supports detailed investor reporting
  • Tracks returns, IRR, dividends, diversification and portfolio risk metrics
  • Supports brokerage links, report imports and custom assets
  • Offers free access plus portfolio analytics across web and mobile
Cons
  • Annual starting prices range from $14,450 to $38,389 by plan
  • Many solutions may add digital transformation and hosting fees
  • Not suited to buyers seeking a free plan or 24/7 support
  • Free is limited to 1 portfolio and 10 holdings
  • Starter allows only 5 custom holdings and 2 watchlists
  • Brokerage linking and advanced rebalancing require a paid plan
Our verdict

FundCount brings investment accounting, partnership accounting, a general ledger, reporting, data aggregation, and an investor portal together for family offices, fund administrators, hedge funds, private equity firms, and asset managers.…

Read the review →

Snowball Analytics is a portfolio management and investment tracking service for individual investors, advisers, family offices and portfolio managers. It brings brokerage accounts and imported reports together, covering stocks, funds,…

Read the review →
  1. FundCountStock Portfolio Management 7.4From $14,450/yr
  2. Snowball AnalyticsStock Portfolio Management 6.9Free plan · paid from $7.99/user/mo · 14-day trial

Strengths and trade-offs

  • FundCount — where it wins

    • Accounts for public securities, private equity, real estate, and alternatives
    • Combines multi-entity, multi-currency and partnership accounting
    • Automates data feeds and supports detailed investor reporting

    Where it doesn't

    • Annual starting prices range from $14,450 to $38,389 by plan
    • Many solutions may add digital transformation and hosting fees
    • Not suited to buyers seeking a free plan or 24/7 support

  • Snowball Analytics — where it wins

    • Tracks returns, IRR, dividends, diversification and portfolio risk metrics
    • Supports brokerage links, report imports and custom assets
    • Offers free access plus portfolio analytics across web and mobile

    Where it doesn't

    • Free is limited to 1 portfolio and 10 holdings
    • Starter allows only 5 custom holdings and 2 watchlists
    • Brokerage linking and advanced rebalancing require a paid plan
  • FundCount7.4/10 · From $14,450/yr

    Deep accounting and investor reporting for complex, multi-entity portfolios.

    Visit FundCountFull verdict →
  • Snowball Analytics6.9/10 · Free plan · paid from $7.99/user/mo · 14-day trial

    A multi-asset portfolio tracker with dividend, risk and allocation analysis.

    Visit siteFull verdict →

More comparisons

All stock portfolio management comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026

Last updated · How we research and update