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Head-to-head · Investment Tools

Snowball Analytics vs Wealthfolio

  • Updated Oct 2026
  • Both researched from official sources
  • 1 check side by side
Higher score Snowball Analytics #3 in Investment Tools 9.0/10 Free plan · 14-day trial Free planFree trial✓ 0 of 5 features Visit site
Wealthfolio #7 in Investment Tools 8.6/10 Free plan Free plan✓ 0 of 5 features Visit Wealthfolio

Snowball Analytics leads on 0 checks, Wealthfolio 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 scoreSnowball Analytics · 9.0/10
  • Free planboth
  • Free trialonly Snowball Analytics

Snowball Analytics scores higher on our rubric for investment tools: 9.0 against 8.6 out of 10; our editors rank them #3 and #7.

Snowball Analytics is the better fit for investors tracking diversified portfolios and dividends. Wealthfolio is the better fit for budget-conscious investors who want self-hosting.

  • Snowball Analytics fits best

    Investors tracking diversified portfolios and dividends

  • Wealthfolio fits best

    Budget-conscious investors who want self-hosting

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 Snowball Analytics 9.0/10 Visit ↗ Wealthfolio 8.6/10 Visit ↗
At a glance
Editor score 9.0 8.6
Ranking #3 in Investment Tools #7 in Investment Tools
Best for Investors tracking diversified portfolios and dividends Budget-conscious investors who want self-hosting
Pricing model Free plan + paid Free plan + paid
Starting price $79.99/yr $2.99/user/mo
Free plan ✓ ✓
Free trial 14 days —
Deployment Cloud, Mobile Self-hosted, Desktop, Mobile
Platforms Web, iOS, Android Web, Windows, macOS, Linux, iOS
Support Email, Docs Email, Docs
Integrations 1,000+ integrations 1 integrations
Built for Solo, Small business, Mid-market, Enterprise Solo, Small business
Features Snowball Analytics 0/5 · Wealthfolio 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
  • 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
  • Tracks performance, benchmarks, allocation, risk, dividends, and tax lots
  • Free local app plus web, desktop, mobile, and self-hosted options
  • Includes goals, retirement projections, and rebalance planning
Cons
  • 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
  • Brokerage synchronization requires the optional paid Wealthfolio Connect service
  • SnapTrade is the only listed integration
  • Plus is displayed as coming soon
Our verdict

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 →

Wealthfolio is an open-source investment tracker and personal finance application for individual investors and households. It brings holdings, investment accounts, portfolio performance, allocation, income, net worth, spending, goals, and…

Read the review →
  1. Snowball AnalyticsInvestment Tools 9.0Free plan · 14-day trial
  2. WealthfolioInvestment Tools 8.6Free plan

Strengths and trade-offs

  • 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

  • Wealthfolio — where it wins

    • Tracks performance, benchmarks, allocation, risk, dividends, and tax lots
    • Free local app plus web, desktop, mobile, and self-hosted options
    • Includes goals, retirement projections, and rebalance planning

    Where it doesn't

    • Brokerage synchronization requires the optional paid Wealthfolio Connect service
    • SnapTrade is the only listed integration
    • Plus is displayed as coming soon
  • Snowball Analytics9.0/10 · Free plan · 14-day trial

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

    Visit siteFull verdict →
  • Wealthfolio8.6/10 · Free plan

    A broad free portfolio tracker with optional paid sync and planning features.

    Visit WealthfolioFull 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