Which one should you pick?
Pick Snowball Analytics if
Dividend income is the point: forecasting, a dividend calendar, and income analytics. Also if you want many portfolios cheaply, since its top tier is unlimited for less than our entry plan per year.
Pick Vestiio if
You want Scouts to revisit your research questions, alongside thesis-aware scoring, material news on your holdings, and 13F fund tracking. Both products offer portfolio-aware AI chat.
Feature by feature
| Capability | Vestiio | Snowball Analytics |
|---|---|---|
| Weekly research on your own standing questionsVestiio: three personal Scouts on Premium, with retained research history and sourced findings when something changes. House Scouts are available on every plan. Snowball documents portfolio AI chat, portfolio insights, and dividend-event emails. An equivalent standing-question workflow was not verified in the official sources reviewed on 16 September 2026. | ✓ | Not verified |
| Portfolio tracking and performance | ✓ | ✓ |
| Broker connections | ✓ | ✓ |
| Dividend forecasting and calendarSnowball is built around dividend income | — | ✓ |
| Rebalancing tool | — | ✓ |
| Long-horizon backtesting | — | ✓ |
| Unlimited portfoliosSnowball Expert. Vestiio tops out at 5 plus paid add-ons | — | ✓ |
| AI on your own portfolioAsk Snowball Analytics answers portfolio questions using its data and analytical tools, announced 24 August 2026 | ✓ | ✓ |
| 13F fund tracking | ✓ | — |
| Shareable portfolio pageThey offer sharing too. Ours differs in what it shows, described below | ✓ | ✓ |
| Private, invite-only leaguesSnowball publishes public portfolios in a community list. A public community or ranking is common. This row is about invite-only leagues among people you choose | ✓ | — |
Where Snowball Analytics is stronger
- Ask Snowball Analytics combines portfolio data and analytical tools to answer questions about your holdings.
- Dividend forecasting, calendar and income analytics sit at the centre of the product.
- An advanced rebalancing tool and backtests running over 30 years of history.
- Substantially cheaper: the unlimited-portfolio tier costs less per year than our entry plan.
- Unlimited portfolios on the top tier, where Vestiio charges per extra slot above five.
Where Vestiio is stronger
- Scouts revisit your investment questions every Sunday, retain research history, and surface meaningful changes with source quotes and links. Premium includes three personal Scouts; house Scouts are available on every plan.
- Portfolio-aware AI chat that knows your holdings, scores, thesis, risk, and the macro regime.
- 13F Fund Explorer and an analyst feed scored on predictive skill.
- V-Score and ETF Rating: opinionated scores that take your investment thesis into account.
- Portfolio Radar: news about your holdings, with AI marking which stories are material.
- Private, invite-only leagues, plus a global leaderboard where performance is broker-verified and you stay anonymous.
- A share page in percentages, so others see how you invest without seeing how much you have.
- A month-by-month activity record on that page: what you bought and sold, how your thesis changed, and a written summary of the month.
- Swiss-hosted, with portfolio contents never used to train models.
Pricing
Vestiio
| Plan | Price | Includes |
|---|---|---|
| Basic | $19/mo | 1 portfolio, $190/yr |
| Pro | $39/mo | 2 portfolios, $390/yr |
| Premium | $59/mo | 5 portfolios, $590/yr |
Extra portfolios are $10/mo each. Basic may add one; Pro and Premium up to ten. No free tier. A 14-day Premium trial with no card needed lets you try it on your own portfolio before paying.
Snowball Analytics
| Plan | Price | Limits |
|---|---|---|
| Free | $0 | 1 portfolio, 10 holdings |
| Starter | $79.99/yr | 1 portfolio, unlimited holdings |
| Investor | $149.99/yr | 10 portfolios, backtests |
| Expert | $249.99/yr | Unlimited portfolios |
Snowball Analytics pricing last verified 2026-09-09 against their own pricing page. Check it before relying on the figures.