VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
PRICE: 0 CENTS
Saturday, January 17, 2026
Simply Wall St Review, Pricing, and Features
Visual, fundamentals‑driven research and portfolio platform for long‑term stock investors. Freemium model with Free, Premium and Unlimited tiers; Free includes 5 company reports/month and 1 portfolio (10 holdings), Premium increases report and portfolio limits and adds broker linking, and Unlimited unlocks unlimited company reports, larger portfolio limits and Excel/PDF export tools.
Community votes (overall)
Key features
- Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model.
- Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs.
- Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.).
- Stock Screener & Alerts lets users filter the global universe by market, industry and dozens of fundamentals (value, growth, income and risk metrics) and set saved screeners with alerts; Free has “Limited” screener access, Premium supports 3 saved screeners, and Unlimited supports 10.
- Built‑in news and “Global Market Insights” articles, plus important updates (earnings, price moves, new risks) and weekly market insights emails for holdings and watchlists.
- Portfolio Tracker supports multiple portfolios with visual dashboards, portfolio snowflake, performance vs market, diversification by sector/region/holding and key fundamental breakdowns.
- Detailed returns engine including unrealised and realised gains, dividend income, currency gains and IRR, with FIFO‑based transaction portfolios and breakdown charts showing return components and top contributors.
- Multi‑currency support: portfolios can have a base currency while holdings trade in listing currencies, with FX handling documented for manual calculations.
- Brokerage linking and AI‑assisted import: connect portfolios via aggregation partners to sync daily from 2,000+ brokers (including Robinhood, Fidelity, Interactive Brokers, Charles Schwab, E*TRADE, Vanguard) or upload/enter transactions manually.
- Dividend features include a dedicated Dividend Tracker in portfolios, dividend analytics in company reports, and a separate Dividend Calculator tool for projecting income and DRIP scenarios.
- Ownership & Management sections include ownership breakdown by investor type, top shareholders, dilution checks, insider transaction history and CEO/board compensation and tenure analysis, with data sourced from filings (e.g., 13F, 13D/G, Forms 3/4/5 and equivalents).
- Data update schedule is documented: share prices update end‑of‑day (within hours), earnings each quarter, analyst estimates within 24–48 hours, and ownership/insider transactions typically within 1–3 days.
- Mobile apps on iOS and Android provide the same core features - company analysis, screener, watchlists, portfolios and alerts - with data encrypted in transit according to app store disclosures.
Data partners
S&P Global Market Intelligence
Provides fundamental, ownership and other market data used across company and portfolio analysis on Simply Wall St.
FAQ
Is Simply Wall St free?
Not entirely. Simply Wall St includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing.
Who is Simply Wall St best for?
Simply Wall St is built for Retail Traders, Long-term Investors, Value Investors, Growth Investors, and Dividend Investors. It suits beginner, intermediate, and advanced users.
What platforms and connections does Simply Wall St support?
You can use Simply Wall St on Web and Mobile. Integrations include Plaid, SnapTrade, Robinhood, Fidelity, Interactive Brokers, Charles Schwab + 2 more.
Which markets does Simply Wall St cover?
Simply Wall St covers North America, Europe, APAC, and Africa. It tracks Stocks, ETFs, and Funds. Identifiers include Ticker.
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Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
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Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.