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Sharesight vs Snowball Analytics

People
SharesightInvestment Portfolio Management
Snowball AnalyticsInvestment Portfolio Management
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Price
Published entry price
$9.99+per month

Investment Portfolio Management

Annual estimate10 people, entry price
$120+
Flat rate
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Investment Portfolio Management

Overview
Focus
Investment Portfolio Management
Investment Portfolio Management
Product
Investment portfolio tracking and tax reporting platform for investors and wealth managers across 40+ markets.
Portfolio tracking and analytics platform for retail investors with dividend and performance tracking.
Headquarters
Auckland, New Zealand
London, United Kingdom
Company size
51-200 employees
11-50 employees
Founded
2008
2018
Pricing details
Plan
Published entry price
Published rate
$9.99+ / month
Billable seats
Flat rate
Free options
Free plan
Free plan, Free trial
Pricing source
Source updated
Oct 29, 2026
Nov 2, 2026

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Investment Portfolio Management