Platform Overview
Snowball Analytics connects to your brokerage accounts through Yodlee, pulling transactions automatically. This hands-off method appeals to investors who prefer minimal manual work.
AllInvestView provides multiple import pathways. You can sync directly with brokers through SnapTrade, use AI-assisted CSV importing, or choose from pre-configured broker templates. This flexibility accommodates investors regardless of where they hold accounts.
Snowball Analytics
Yodlee-powered automatic syncing with supported brokerages. Straightforward interface for stock and ETF tracking.
AllInvestView
Our PickFlexible import options including SnapTrade sync and AI-powered CSV processing. Full support for bonds, options, and alternative investments.
Getting Your Data In
Snowball Analytics relies primarily on Yodlee connections. When your broker supports this integration, transactions appear without manual intervention. However, brokers outside the Yodlee network require manual transaction entry, which becomes tedious for active traders.
AllInvestView approaches data import differently:
- SnapTrade Integration: Direct connections to Interactive Brokers, Charles Schwab, DEGIRO, and other major platforms with nightly automatic synchronization
- Magic Import with GPT-4: Upload any CSV file and let artificial intelligence identify columns automatically—no manual mapping required
- Broker-Specific Templates: Pre-configured formats for Trading 212, Fidelity, ING, PortfolioPerformance, and 50+ other platforms
- Flexible Manual Entry: Quick transaction forms for positions from any source
Import tip: AllInvestView's Magic Import recognizes unusual CSV formats that would require manual column mapping elsewhere. Simply paste your data and the AI handles the rest.
Supported Asset Types
Equities and Funds
Both platforms track stocks and ETFs effectively. Dividend recording, corporate actions, and performance metrics work well on either option.
Fixed Income Instruments
Snowball: Treats bonds as simple holdings without specialized calculations.
AllInvestView: Provides a dedicated bond calculator with yield-to-maturity, duration metrics, coupon schedules, and accrued interest calculations. Fixed income investors get proper analytical tools.
Derivatives
Snowball: Does not support options contracts.
AllInvestView: Comprehensive options support including real-time Greeks calculations (Delta, Gamma, Theta, Vega), Black-Scholes valuations, and strategy tracking for multi-leg positions.
Digital Assets
Snowball: Basic cryptocurrency tracking with limited exchange connections.
AllInvestView: Real-time crypto prices with flexible import from any exchange or wallet.
Non-Traditional Holdings
Both platforms allow custom assets for property, art, or private investments. AllInvestView provides fuller integration—custom assets appear in allocation analysis and contribute to portfolio-wide metrics.
Tracking Debts and Mortgages
Understanding true net worth requires accounting for liabilities alongside assets.
Snowball Analytics focuses exclusively on assets. Mortgages, margin loans, and other debts cannot be recorded. Your "net worth" figure shows only the positive side.
AllInvestView handles negative positions naturally. Track your mortgage alongside a rental property to see actual equity. Record margin debt to understand your true brokerage exposure. This complete picture matters for serious financial planning.
Tax Calculation Tools
Tax reporting reveals major differences between these platforms.
Snowball's Tax Support
Tracks dividend withholding amounts. Their documentation explicitly notes no support for cost basis methods like FIFO or average cost. Capital gains calculations must happen elsewhere.
AllInvestView's Tax Engine
- 14+ Tax Jurisdictions: Pre-configured rules for US, UK, Australia, Canada, Germany, France, Spain, Italy, and more
- Cost Basis Options: FIFO, LIFO, Average Cost Basis (ACB), and specific lot identification
- Progressive Brackets: Automatic calculations showing tax at each bracket level
- Wash Sale Detection: Configurable windows for jurisdictions that apply these rules
- Loss Carryforward: Track unused losses across multiple tax years
- Export Formats: PDF, Excel, and CSV reports ready for accountants or self-filing
For UK and Canadian investors: AllInvestView supports Average Cost Basis calculations required under Section 104 pooling (UK) and Canadian tax rules. Few portfolio trackers handle this correctly.
Multi-Currency Handling
Snowball converts holdings to a single display currency. You see total values without distinguishing currency gains from investment gains.
AllInvestView provides deeper currency analysis:
- Real-time FX rates from multiple data providers
- Separation of capital returns from currency returns
- Historical exchange rate tracking for accurate performance calculations
- Cash accounts in multiple currencies
- Instant switching between display currencies
Feature Comparison Table
| Capability | Snowball | AllInvestView |
|---|---|---|
| Stocks & ETFs | ||
| Direct Broker Sync | ||
| AI-Powered Import | ||
| Bond Analytics | ||
| Options with Greeks | ||
| Liability Tracking | ||
| Capital Gains Tax Reports | ||
| FIFO/LIFO/ACB Methods | ||
| Multi-Jurisdiction Tax | ||
| AI Assistant | ||
| Rebalancing Tools | ||
| Native Mobile Apps | ||
| Works Offline | ||
| Data Export | ||
| Lifetime Pricing |
Pricing Breakdown
Snowball Analytics uses monthly subscription tiers:
- Free: 1 portfolio, 10 holdings maximum
- Starter ($7.99/mo): Expanded limits
- Investor ($14.99/mo): More portfolios
- Expert ($24.99/mo): Full features
AllInvestView offers subscription plans plus a lifetime purchase option. The lifetime deal provides permanent access without ongoing payments—particularly valuable for long-term investors.
Experience Comprehensive Portfolio Tracking
See why investors choose AllInvestView for flexible imports, detailed tax reporting, and support for every asset class.
Which Should You Choose?
Snowball Analytics suits you if: Your investments stay within Yodlee-supported brokerages, you hold primarily stocks and ETFs, and you value native mobile apps. The automated syncing works well for straightforward portfolios.
AllInvestView suits you if: You need flexibility in how data enters the system, hold bonds or options, require tax calculations with proper cost basis methods, want to track debts alongside assets, or prefer avoiding perpetual subscription fees.
For investors whose portfolios extend beyond basic equities, AllInvestView provides tools that Snowball simply does not offer.
Common Questions
Does AllInvestView connect to brokers automatically?
Yes. AllInvestView integrates with SnapTrade for direct broker connections including Interactive Brokers, Charles Schwab, and DEGIRO. Positions update automatically each night with manual refresh available anytime.
Can AllInvestView track my mortgage?
Yes. AllInvestView supports liability tracking for mortgages, loans, margin debt, and other obligations. This provides accurate net worth calculations—something Snowball Analytics cannot do.
Which platform handles taxes better?
AllInvestView provides substantially more tax functionality. It calculates capital gains using FIFO, LIFO, or Average Cost Basis methods across 14+ tax jurisdictions. Snowball only records dividend withholding without capital gains support.
How do I move from Snowball to AllInvestView?
Export transaction history from your brokerages (Snowball does not provide portfolio export). Upload to AllInvestView using Magic Import, which automatically recognizes most broker formats through AI processing.
Does AllInvestView support options trading?
Yes. AllInvestView tracks options with full Greeks calculations (Delta, Gamma, Theta, Vega), Black-Scholes pricing, and multi-leg strategy recognition. Snowball does not support options at all.
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