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Simply Wall St Review, Pricing, and Features

By Jera Value · Verified Sep 2026

Simply Wall St presents company research visually, bringing valuation, growth, financial health, and dividends into a guided report. Explore stock ideas or screens, then inspect how holdings contribute to portfolio returns and diversification. Paid plans expand reports and portfolio capacity, with supported broker imports and deeper return analysis. Free access lets you try a small research workflow. The scoring framework is opinionated, so investigate the assumptions behind each assessment.

Verdict

Worth it if you prefer visual company reports and guided long-term portfolio research.

  • Company evaluation: compare visual research assessments
  • Dividend planning: inspect income and reinvestment scenarios
  • Portfolio review: use paid imports and return breakdowns

Skip it if you need live prices, a public API, or unlimited free reports.

  • Free limits: five monthly reports and 10 holdings
  • Model judgment: visual scores reflect a particular framework
  • Checkout variations: regional currency, taxes, and offers can differ
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Simply Wall St

simplywall.st
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Web / Mobile · How this site is funded

Pricing

Prices checked
Billed annually3 plans

Free

$0

For trying visual stock reports

  • Five company reports monthly.
  • One portfolio with 10 holdings.
  • Limited stock screens and alerts.
Recommended

Premium

$131.40/yrBilled annually

For regular reports and portfolio monitoring

Everything in Free, plus

  • 30 company reports monthly.
  • Three portfolios with 30 holdings each.
  • Daily broker sync and advanced portfolio views.
  • Charlie AI and ad-free use.

Unlimited

$258/yrBilled annually

For unlimited research and portfolio tracking

Everything in Premium, plus

  • Unlimited company reports and holdings.
  • Unlimited advanced portfolios.
  • Excel/PDF report exports.
  • Premium analysis and broker linking.
Try Simply Wall St

Key features

  • Visual company reports

    Review valuation, growth, financial health, and dividend assessments.

  • Stock ideas and screens

    Explore market, industry, value, growth, insider, and risk criteria.

  • Portfolio checks

    Compare diversification, geographic exposure, and holding fundamentals.

  • Return analysis

    Separate gains, dividends, currency effects, and internal rates of return.

  • Broker imports

    Premium connects supported brokers with daily holdings synchronization.

  • Dividend scenarios

    Model portfolio income and reinvestment outcomes.

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. A 7-day free trial is available on select plans.

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 and ETFs. Identifiers include Ticker.

Tool details

Highlights

  • Free tier available
  • Starred: An editor pick: I would reach for it first in its category. Not for sale.
  • Tested: I used the product myself, long enough to have an opinion about it. Not a full audit.
  • Domain rating75: Ahrefs scores how strong a site's backlinks are, from 0 to 100. A high score usually means an established site that many others cite and trust.

Domain Rating by Ahrefs

Data partners

S&P Global Market Intelligence

Categories

Granularity & latency

  • EOD
  • End of Day

Asset types

  • Stocks
  • ETFs

Target audience

Retail TradersLong-term InvestorsValue InvestorsGrowth InvestorsDividend Investors

Coverage regions

North AmericaEuropeAPACAfrica

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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.