# Sharesight vs Snowball Analytics

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A side-by-side feature comparison.

| Feature | Sharesight | Snowball Analytics |
| --- | --- | --- |
| Pricing | Freemium | Freemium |

### Tracking & data

| Feature | Sharesight | Snowball Analytics |
| --- | --- | --- |
| Manual entry | Yes | Yes |
| CSV / broker import | Yes | Yes |
| Automatic bank/broker sync | Yes | Yes |
| Multi-asset | Yes | Yes |
| Multi-currency | Yes | Yes |
| Dividend tracking | Yes | Yes |
| Dividend/income forecast | Yes | Partial |
| Tax reports | Yes | Partial |

### Analysis & insights

| Feature | Sharesight | Snowball Analytics |
| --- | --- | --- |
| AI portfolio analysis | Not supported | Not supported |
| AI asset & market analysis | Not supported | Not supported |
| Portfolio health score | Not supported | Not supported |
| Rebalancing & drift | Not supported | Yes |
| Goal & time-to-goal | Not supported | Partial |
| Custom groupings / tags | Yes | Partial |
| Return method (TWR/MWR) | Yes | Yes |
| Benchmark & alpha | Yes | Yes |
| Backtesting & scenarios | Not supported | Yes |

### Access & pricing

| Feature | Sharesight | Snowball Analytics |
| --- | --- | --- |
| Free tier | Yes | Yes |
| No account linking required | Partial | Partial |
| Open source | Not supported | Not supported |
| Self-hostable | Not supported | Not supported |
| Public API | Yes | Not supported |

### Platform & reach

| Feature | Sharesight | Snowball Analytics |
| --- | --- | --- |
| Mobile app | Yes | Yes |
| Multi-language | Not supported | Not supported |

### Community & extras

| Feature | Sharesight | Snowball Analytics |
| --- | --- | --- |
| Public / social portfolios | Not supported | Yes |
| AI portfolio roast | Not supported | Not supported |

## Sharesight

**Performance and dividend tracker with a strong focus on tax reporting.**

**Best for:** Dividend investors and anyone who needs serious tax/performance reporting and is willing to pay once their portfolio grows past the free limit.

Strengths:
- Excellent dividend and tax reporting
- Detailed, accurate performance calculations
- Free tier for small portfolios

Trade-offs:
- Free tier is capped by number of holdings
- Tax features are most valuable in its core supported markets

Verified 2026-07-05
Sources:
- Sharesight — Features (official) — https://www.sharesight.com/us/features/
- Sharesight — Tax reporting (official) — https://www.sharesight.com/us/investment-portfolio-tax/
- Find My Moat — Sharesight — https://www.findmymoat.com/tools/sharesight
- Capitally — Sharesight review 2026 — https://www.mycapitally.com/blog/sharesight-review

- Official site: https://www.sharesight.com
- Markdown profile: https://www.portfolioglance.com/investing-apps/sharesight.md

## Snowball Analytics

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

**Best for:** Dividend and DIY investors who want deep analytics — rebalancing, backtesting and dividend ratings — and are happy to move to a paid plan once past the free 10-holding limit.

Strengths:
- Broker connections plus CSV import and manual entry
- Strong dividend analytics — ratings, calendar and income tracking
- Rebalancing calculator and 30+ years of backtesting
- Free tier for a small portfolio (1 portfolio, 10 holdings)

Trade-offs:
- Most analytics and broker linking need a paid plan
- No AI-driven analysis
- English-only interface

Verified 2026-07-06
Sources:
- Snowball Analytics — Pricing (official) — https://snowball-analytics.com/pricing
- Snowball Analytics — Portfolio tracker (official) — https://snowball-analytics.com/portfolio-tracker
- Find My Moat — Snowball Analytics review 2026 — https://www.findmymoat.com/tools/snowball-analytics

- Official site: https://snowball-analytics.com
- Markdown profile: https://www.portfolioglance.com/investing-apps/snowball-analytics.md

*This overview is editorial and for information only — not financial advice or an endorsement. Features and pricing may have changed since publication; check the official site for the latest details.*