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Head-to-head · Portfolio Management Software

Snowball Analytics vs Masttro

  • Updated Sep 2026
  • Both researched from official sources
  • 4 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
Masttro #43 in Portfolio Management Software 4.8/10 Pricing on request ✓ 3 of 4 features Visit Masttro

Snowball Analytics leads on 1 check, Masttro on 0, and 3 are even. Who comes out ahead on the 4 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

Snowball Analytics scores higher on our rubric for portfolio management software: 5.8 against 4.8 out of 10; our editors rank them #22 and #43.

Snowball Analytics offers free plan; Masttro doesn't publish it.

Snowball Analytics is the better fit for dividend-focused investors wanting analytics. Masttro is the better fit for family offices focused on alternatives.

  • Snowball Analytics fits best

    Dividend-focused investors wanting analytics

  • Masttro fits best

    Family offices focused on alternatives

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 ↗ Masttro 4.8/10 Visit ↗
At a glance
Editor score 5.8 4.8
Ranking #22 in Portfolio Management Software #43 in Portfolio Management Software
Best for Dividend-focused investors wanting analytics Family offices focused on alternatives
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, Mobile
Platforms Web, iOS, Android Web, iOS, Android
Support Email, Docs Email, Phone
Compliance GDPR ISO 27001, GDPR, 2FA
Integrations 1,000+ integrations 700+ integrations
Built for Solo, Small business, Mid-market, Enterprise Mid-market, Enterprise
Features Snowball Analytics 3/4 · Masttro 3/4
Performance reporting ✓ ✓
Allocation analysis ✓ ✓
Risk analysis ✓ ✓
Tax-lot tracking Not published Not published
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
  • Aggregates portfolios across custodians, entities, and asset classes
  • Supports alternative investment valuations, capital calls, and distributions
  • Combines policies, analytics, reporting, AI processing, and mobile access
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
  • Custom pricing requires contacting sales
  • Its breadth may exceed the needs of simpler portfolio teams
  • Tax-lot tracking is not identified among the listed capabilities
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 →

Masttro is wealth management software for ultra-high-net-worth families, single- and multi-family offices, wealth advisors, private banks, institutions, and professional service firms. It brings together public, private, alternative, and…

Read the review →
  1. Snowball AnalyticsPortfolio Management Software 5.8Free plan · paid from $7.99/user/mo · 14-day trial
  2. MasttroPortfolio Management Software 4.8Pricing 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

  • Masttro — where it wins

    • Aggregates portfolios across custodians, entities, and asset classes
    • Supports alternative investment valuations, capital calls, and distributions
    • Combines policies, analytics, reporting, AI processing, and mobile access

    Where it doesn't

    • Custom pricing requires contacting sales
    • Its breadth may exceed the needs of simpler portfolio teams
    • Tax-lot tracking is not identified among the listed capabilities
  • 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 →
  • Masttro4.8/10 · Pricing on request

    A broad multi-asset platform for family offices managing alternatives and complex structures.

    Visit MasttroFull 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