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Compare Snowball Analytics vs Portseido

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Portseido - Investment Portfolio Management Software
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Overview

Description

Snowball Analytics is a revolutionary SaaS Aggregator tool that delivers powerful one-click portfolio rebalancing. With its dividend calendar, investors can stay in control and make ... Read More

Portseido is a revolutionary and complete portfolio administration platform that simplifies the monitoring of investments and offers precise performance measurement. With Portseido, users ... Read More

Entry Level Pricing
  • Starts from $8.33 , Billed Yearly
  • Starts from $8 , Billed Yearly
Free Trial Availability
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Software Demo

Demo

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Pricing

Pricing Option
      Starting From
      • $8.33 , Billed Yearly
      • $8 , Billed Yearly
      Pricing Plans
      • Trial period

        • The number of portfolios: 2

        • Holdings limit: Unlimited

        • Connect to your brokerage

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      • Free

        • The number of portfolios: 1

        • Holdings limit: 15

        • Dividend calendar

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      • Pro

        • The number of portfolios: Unlimited

        • Holdings limit: Unlimited

        • Connect to your brokerage

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      • Free

        • Track up to 50 transactions

        • 1 Portfolio

        • Full access to all reports

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      • Plus

        • Track up to 200 transactions

        • 1 Portfolio

        • Full access to all reports

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      • Pro

        • Unlimited transactions

        • Multiple portfolios

        • All Plus tier features

      Other Details

      Organization Types supported
      • Freelancers
      • Individuals
      • Medium Business
      • Small Business
      • Large Enterprises
      • Freelancers
      • Individuals
      • Medium Business
      • Small Business
      • Large Enterprises
      Platforms Supported
      • Mobile - Android
      • Mobile - iOS
      • Browser Based (Cloud)
      • Installed - Windows
      • Browser Based (Cloud)
      • Mobile - Android
      • Mobile - iOS
      • Browser Based (Cloud)
      • Installed - Windows
      • Browser Based (Cloud)
      Modes of support
      • 24/7 (Live rep)
      • Business Hours
      • Online
      • 24/7 (Live rep)
      • Business Hours
      • Online
      API Support
      • Available
      • Not Available
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      Media and Screenshots

      Videos
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      1 Videos

      No videos available.

      Frequently Asked Questions (FAQs)

      Stuck on something? We're here to help with all the questions and answers in one place.

      Yes, both Snowball Analytics and Portseido offer a Free Trial.

      Snowball Analytics is designed for Large Enterprises, Medium Business and Small Business.

      Portseido is designed for Large Enterprises, Medium Business and Small Business.

      Pricing for Snowball Analytics Starts at $8.33/Month when Billed Yearly whereas for Portseido Starts at $8/Month when Billed Yearly.

      Some top alternatives to Snowball Analytics includes Morningstar Office, Personal Capital, Shootih, Beanvest, Portfoliopilot, Orion Advisor Trading, DivvyDiary, JCurve, flowpilot and Sharesight.

      Some top alternatives to Portseido includes Morningstar Office, Personal Capital, Shootih, Beanvest, Portfoliopilot, Stonksfolio, TOGGLE Copilot and Sharesight.

      Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].