vestiio

Comparison

Vestiio vs Snowball Analytics

Snowball Analytics is a dividend-focused portfolio tracker with strong rebalancing and backtesting, priced well below most of the market. Vestiio is an AI portfolio analyst. If your question is what your income will be, Snowball answers it more cheaply. If it is what to make of what you own, that is a different tool.

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 interpretation rather than tracking: portfolio-aware AI chat, opinionated scoring, material news on your holdings, and 13F fund tracking that Snowball does not offer.

Feature by feature

CapabilityVestiioSnowball Analytics
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 portfolio ✓ ✕
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

  • Dividend forecasting, calendar, and income analytics are the core of the product rather than an afterthought.
  • 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

  • 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 as opinionated, thesis-aware scoring rather than raw data.
  • Portfolio Radar: AI-classified material news on the things you actually own.
  • Private, invite-only leagues, plus a global leaderboard where performance is broker-verified and you stay anonymous.
  • A share page in percentages rather than amounts, so you show how you invest without showing how much.
  • 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

PlanPriceIncludes
Basic$19/mo1 portfolio, $190/yr
Pro$39/mo2 portfolios, $390/yr
Premium$59/mo5 portfolios, $590/yr

Extra portfolios are $10/mo each. Basic may add one; Pro and Premium up to ten. No free tier. A Demo workspace with a synthetic portfolio lets you try the product before paying.

Snowball Analytics

PlanPriceLimits
Free$01 portfolio, 10 holdings
Starter$79.99/yr1 portfolio, unlimited holdings
Investor$149.99/yr10 portfolios, backtests
Expert$249.99/yrUnlimited portfolios

Snowball Analytics pricing last verified 2026-09-09 against their own pricing page. Check it before relying on the figures.

Other comparisons

Try Vestiio on your own portfolio

Connect a broker read-only, or start in a demo workspace with a synthetic portfolio and see what the analysis looks like before you pay.

See plans and pricing