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Capitally vs Snowball Analytics

A side-by-side feature comparison. Details like pricing change — check each tool's official site.

FeatureCapitallySnowball Analytics
PricingPaidFreemium
Tracking & data
Manual entryYesYes
CSV / broker importYesYes
Automatic bank/broker syncNot supportedYes
Multi-assetYesYes
Multi-currencyYesYes
Dividend trackingYesYes
Dividend/income forecastYesPartial
Tax reportsYesPartial
Analysis & insights
AI portfolio analysisNot supportedNot supported
AI asset & market analysisNot supportedNot supported
Portfolio health scoreNot supportedNot supported
Rebalancing & driftNot supportedYes
Goal & time-to-goalNot supportedPartial
Custom groupings / tagsYesPartial
Return method (TWR/MWR)YesYes
Benchmark & alphaYesYes
Backtesting & scenariosPartialYes
Access & pricing
Free tierNot supportedYes
No account linking requiredYesPartial
Open sourceNot supportedNot supported
Self-hostableNot supportedNot supported
Public APINot supportedNot supported
Platform & reach
Mobile appPartialYes
Multi-languageYesNot supported
Community & extras
Public / social portfoliosNot supportedYes
AI portfolio reviewNot supportedNot supported
LegendSupportedPartial / limitedChecked — not availableNot verified yet
Capitally

Capitally

Paid

Analytics-focused, privacy-first portfolio tracker with multi-currency performance and tax reporting across many jurisdictions.

Snowball Analytics

Snowball Analytics

Freemium

Dividend-focused tracker with broker connections, rebalancing and long-range backtesting.

We list competitors alongside our own product and link to their official sites. Comparisons are written to be honest — including where another tool beats PortfolioGlance. Details like pricing change; always check the official site.