★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
Simply Wall St Review, Pricing, and Features
Simply Wall St
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Simply Wall St is a visual stock analysis and portfolio platform for long-term investors who prefer guided fundamental summaries over raw data tables. It is best known for its Snowflake-style company reports, global stock ideas, fair value views, dividend analysis, portfolio diagnostics, broker imports, and easy-to-scan visual research.
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Pricing
Free • Paid plans available · 3 plans
Free
Free forever tier with limited reports, portfolios and screener access to get started.
Premium
For active individual investors wanting more reports, more portfolios and broker syncing.
Unlimited
Top tier for power users needing unlimited company analysis, larger portfolios and export tools.
Key features
- Research coverage for global stocks through visual company reports that summarize valuation, future growth, past performance, financial health, and dividends.
- The Snowflake report format to move from a high-level visual score into detailed sections, methodology notes, financials, risks, and supporting data.
- Discovery tools for ideas through curated themes such as undervalued companies, dividend stocks, insider buying, sectors, industries, and thematic lists.
- The stock screener to filter by market, industry, value, growth, income, risk, and other fundamental metrics, with saved screeners and alerts on paid plans.
- Tracking portfolios with visual dashboards, portfolio Snowflake views, performance versus market, diversification, sector and region exposure, and holding-level fundamentals.
- Metrics for returns with unrealized gains, realized gains, dividend income, currency effects, IRR, return components, and top contributor breakdowns.
- Connections for or import portfolios through supported broker aggregation, CSV/manual entry, and AI-assisted import workflows, with daily sync for supported brokers.
- Analysis of dividends with portfolio dividend tracking, company dividend sections, and a dividend calculator for income and reinvestment scenarios.
- Views for reviewing ownership and management context, including shareholder types, top holders, dilution checks, insider transactions, leadership tenure, and compensation analysis.
- The iOS and Android apps for company analysis, portfolios, watchlists, screeners, and alerts away from the desktop.
- A guided, consumer-friendly research model: free access has report and portfolio limits, data is generally end-of-day, and the product is not a raw-data terminal or public API.
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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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
- Website: Jera Value
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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.