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Head-to-head · Investment Tools

Sharesight vs Snowball Analytics

  • Updated Oct 2026
  • Both researched from official sources
  • 1 check side by side
Higher score Sharesight #1 in Investment Tools 9.3/10 Free plan · 14-day trial Free planFree trial✓ 0 of 5 features Visit Sharesight
Snowball Analytics #3 in Investment Tools 9.0/10 Free plan · 14-day trial Free planFree trial✓ 0 of 5 features Visit site

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

Our verdict

  • Highest scoreSharesight · 9.3/10
  • Free planboth
  • Free trialboth

Sharesight scores higher on our rubric for investment tools: 9.3 against 9.0 out of 10; our editors rank them #1 and #3.

Sharesight is the better fit for investors wanting broad portfolio and tax reporting. Snowball Analytics is the better fit for investors tracking diversified portfolios and dividends.

  • Sharesight fits best

    Investors wanting broad portfolio and tax reporting

  • Snowball Analytics fits best

    Investors tracking diversified portfolios and dividends

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature Sharesight 9.3/10 Visit ↗ Snowball Analytics 9.0/10 Visit ↗
At a glance
Editor score 9.3 9.0
Ranking #1 in Investment Tools #3 in Investment Tools
Best for Investors wanting broad portfolio and tax reporting Investors tracking diversified portfolios and dividends
Pricing model Free plan + paid Free plan + paid
Starting price $7/mo $79.99/yr
Free plan ✓ ✓
Free trial 14 days 14 days
Free trial length 14 days · no card needed 14 days · no card needed
Deployment Cloud, Mobile Cloud, Mobile
Platforms Web, iOS, Android Web, iOS, Android
Support Email, Live chat, Community, Docs Email, Docs
Compliance SOC 2, GDPR, 2FA GDPR
Integrations 200+ integrations 1,000+ integrations
Built for Solo, Small business, Mid-market, Enterprise Solo, Small business, Mid-market, Enterprise
Features Sharesight 0/5 · Snowball Analytics 0/5
Account sync Not checked yet Not checked yet
Investment research Not checked yet Not checked yet
Stock screener Not checked yet Not checked yet
Dividend tracking Not checked yet Not checked yet
Mobile apps Not checked yet Not checked yet
Specs
Supported assets Not checked yet Not checked yet
Our review
Pros
  • Combines performance, tax, allocation, risk and benchmark reporting
  • Supports broker connections, uploads and manual trade entry
  • Web, iOS and Android access, plus 200 integrations
  • Tracks performance, IRR, allocation, diversification, and portfolio risk metrics
  • Combines dividend forecasts and calendar with target allocations and rebalancing
  • Supports broker connections, imports, and alternative assets such as real estate
Cons
  • Free is limited to 1 portfolio, 10 holdings and 1 custom group
  • Starter is capped at 30 holdings, including closed holdings
  • Mobile access is read-only for portfolios
  • Free is limited to 1 portfolio, 10 holdings, and 1 custom holding
  • Brokerage linking and advanced rebalancing start with the paid Starter plan
  • AI-assisted queries and advanced portfolio analytics are limited to Expert
Our verdict

Sharesight brings portfolio tracking and reporting together for individual investors, accountants, financial advisors and family offices. It can track stocks, ETFs, funds, dividends, precious metals, cash and unlisted investments, with…

Read the review →

Snowball Analytics is a portfolio tracking and analytics service for retail investors, advisers, family offices, and portfolio managers. It brings linked brokerage accounts and imported reports together, covering stocks, ETFs, funds,…

Read the review →
  1. SharesightInvestment Tools 9.3Free plan · 14-day trial
  2. Snowball AnalyticsInvestment Tools 9.0Free plan · 14-day trial

Strengths and trade-offs

  • Sharesight — where it wins

    • Combines performance, tax, allocation, risk and benchmark reporting
    • Supports broker connections, uploads and manual trade entry
    • Web, iOS and Android access, plus 200 integrations

    Where it doesn't

    • Free is limited to 1 portfolio, 10 holdings and 1 custom group
    • Starter is capped at 30 holdings, including closed holdings
    • Mobile access is read-only for portfolios

  • Snowball Analytics — where it wins

    • Tracks performance, IRR, allocation, diversification, and portfolio risk metrics
    • Combines dividend forecasts and calendar with target allocations and rebalancing
    • Supports broker connections, imports, and alternative assets such as real estate

    Where it doesn't

    • Free is limited to 1 portfolio, 10 holdings, and 1 custom holding
    • Brokerage linking and advanced rebalancing start with the paid Starter plan
    • AI-assisted queries and advanced portfolio analytics are limited to Expert
  • Sharesight9.3/10 · Free plan · 14-day trial

    Broad portfolio and tax reporting, with a free tier and plans for larger portfolios.

    Visit SharesightFull verdict →
  • Snowball Analytics9.0/10 · Free plan · 14-day trial

    A multi-asset portfolio tracker with performance, risk, dividend, and rebalancing tools.

    Visit siteFull verdict →

More comparisons

All investment tools comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update