Software Alternatives & Reviews

Snowball Analytics VS Personal Capital

Compare Snowball Analytics VS Personal Capital and see what are their differences

Snowball Analytics logo Snowball Analytics

Simple and powerful portfolio tracker for investors. Dividend tracker, portfolio performance and quick portfolio rebalancing. Supports thousands of stocks, funds and cryptocurrencies from all over the world.

Personal Capital logo Personal Capital

Take control of your money now with Personal Capital. Manage assets and investments, get objective advice and strategies, all in one place.
  • Snowball Analytics Landing page
    Landing page //
    2022-09-14

Snowball Analytics is an investment tracking app for any thoughtful long-term investor. Get overview of all your investments in one place - portfolio performance, dividends, company fundamentals, benchmarking and more.

📋 Lose the spreadsheet – we make investment tracking easy and hassle-free

💰 All your investments in one place - stocks, crypto, funds, real estate, etc.

🌐 Multiple currencies and stock exchanges

⏱️ Easy data import - link your brokerage account in a few minutes (US, EU, Asia, ...). 1000+ brokers supported

📊 Benchmarking - compare your results with popular funds and indices

🪙 Comprehensive dividend analytics, future dividends and our own rating of dividend companies

🖱️ One-click portfolio rebalancing

📈 Company fundamentals

🤝 Community - see how other investors are navigating their portfolio in current market conditions

  • Personal Capital Landing page
    Landing page //
    2023-04-09

Snowball Analytics

$ Details
freemium $7.99 / Monthly (1 portfolio, automatic brokerage connection)
Platforms
Web
Release Date
2022 August

Personal Capital

Pricing URL
-
$ Details
-
Platforms
-
Release Date
-

Snowball Analytics features and specs

  • Number of portfolios: 10
  • Number of holdings: Unlimited
  • Automatic brokerage connection: Yes
  • Stocks, Funds, Cryptocurrencies: Yes
  • Dividend calendar: Yes
  • Returns analytics: Yes
  • IRR calculations: Yes
  • Benchmarking: Yes
  • Portfolio rebalancing: Yes
  • Multiple currencies and stock exchnages: Yes
  • Custom investments (real estate, deposits): Yes
  • Binance API support: Yes
  • Top dividend stocks: Yes

Personal Capital features and specs

No features have been listed yet.

Snowball Analytics videos

Snowball Analytics overview

Personal Capital videos

Personal Capital Review

More videos:

  • Review - Personal Capital vs Mint Review (which is better?)
  • Review - Mint vs. Personal Capital Review — The Pros and Cons

Category Popularity

0-100% (relative to Snowball Analytics and Personal Capital)
Investing
100 100%
0% 0
Personal Finance
13 13%
87% 87
Finance
23 23%
77% 77
Financial Planner
0 0%
100% 100

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare Snowball Analytics and Personal Capital

Snowball Analytics Reviews

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Personal Capital Reviews

Love Personal Capital? It doesn’t work internationally. Alternatives for 2022
Even discounting the free features, Personal Capital is quite simply a pretty slick investment management and advisory platform. Combining the efficiency benefits of automated investment tools with the customer engagement of active human management, Personal Capital has managed to aggregate a helluva lot of different tools and account products, all while maintaining a clean,...
11 Best Quicken Alternatives in 2021 (#1 is Free)
Personal Capital–It’s both free and comes with the a robust set of features unmatched by other alternatives. It easily handles budgeting, net worth, cash flow, retirement investments and taxable investments. It also comes with excellent tools, including a retirement calculator, investment fee analyzer and investment portfolio analyzer. Personal Capital can now even track...
Source: robberger.com
The Best Personal Finance Budget Software with Apps (In 2020)
One way to describe Personal Capital’s budgeting software is an “account aggregator.” This program allows you to track and understand every single penny in all of your financial accounts. Once you link up all of your various accounts, including your bank accounts, investments, mortgage, credit cards, and any other accounts, Personal Capital summarizes your finances and...
Source: ptmoney.com
Top 15 Budget Apps to Make Your Personal Finance Goals Easy
I love YNAB and Personal Capital. I still use the old version of YNAB as I paid a one time fee for it (as I refuse to pay for subscriptions – yes, I’m cheap). As for Personal Capital, it’s a nice way to view only our investment and retirement accounts, and I love how it tracks contributions and fees.
The 8 Best Budgeting Apps of 2020
Personal Capital offers a complete investment advising solution, a hybrid robo-advisor, and human advisor service in one. Without paying a cent, you can access Personal Capital’s free money tracking dashboard, which includes some handy budgeting features.

Social recommendations and mentions

Based on our record, Snowball Analytics seems to be a lot more popular than Personal Capital. While we know about 33 links to Snowball Analytics, we've tracked only 2 mentions of Personal Capital. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Snowball Analytics mentions (33)

  • Replacement for StockMarketEye?
    Https://snowball-analytics.com has categories, but about $150 a year for multiple portfolios. Source: 8 months ago
  • Portfolio rebalancing
    If you're contributing monthly, use those funds to top up. Otherwise, there are online tools you can use to get rebalancing very close. I use https://snowball-analytics.com/ but there are others I'm sure. Source: 10 months ago
  • Website or app to track all retirement accounts?
    You can try Snowball Analytics. Have been using the free edition for a while now and its OK but its not as comprehensive as other tools. Source: 11 months ago
  • Dividends across multiple brokerages
    You can use “stock events” or https://snowball-analytics.com to manually add your positions from all your brokers and see a total overview. Source: about 1 year ago
  • $150/month milestone! Still not buying schd and jepi (but added OKE and NEE)
    For trading/broker I use M1 Finance. The app on the screenshot is https://snowball-analytics.com/ but it’s not a trading app, it’s just to track dividends and stuff. Source: about 1 year ago
View more

Personal Capital mentions (2)

  • How do you find a reputable financial advisor?
    It's built into the personalcapital.com fee analyzer, too. Along with graphs for the number-impaired. Source: over 1 year ago
  • One place/service to search all benefits from all accounts
    Hello r/travel! Hoping someone here may know the answer to this or point me in the right direction. I was wondering if there is any known service/website/app where you can have a central place to search all the benefits of the accounts one may have. Let me explain further. I have mint.com or personalcapital.com or nerdwallet.com to see all my account balances and keep track of my credit score. I have a set of... Source: over 1 year ago

What are some alternatives?

When comparing Snowball Analytics and Personal Capital, you can also consider the following products

Kubera - Protect your wealth

Mint - Free personal finance software to assist you to manage your money, financial planning, and budget planning tools. Achieve your financial goals with Mint.

Portseido - Track all investments in one place and get valuable insights to make the best decisions for your portfolio with Portseido

YouNeedABudget - Personal home budget software built with Four Simple Rules to help you quickly gain control of your money, get out of debt, and reach your financial goals!

Portfolio Performance - Stock portfolio tracking

Quicken - Stay in control of your monthly cash flows, budgets, and expenditures. Quicken provides a navigable interface where you can organize your debit, credit, and savings, and build good habits accordingly.