★ 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 provides visual company reports, fair value estimates, dividend analysis, portfolio checks, broker imports, and global stock ideas. It suits long-term investors who prefer guided research to raw tables.
Best for
- Long-term investors looking for visual company reports and portfolio diagnostics.
- Beginners and intermediate investors who prefer guided fundamental summaries over raw terminals.
- Users looking for global stock ideas, portfolio tracking, broker import, and alerts in one consumer product.
Watch out
- The Free tier includes 5 company reports per month and 1 portfolio with 10 holdings.
- The Snowflake-style scoring works best for users who want a guided visual framework, not a raw-data terminal.
Community votes (overall)
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Pricing
Free • From $120/yr · 7-day trial · 3 plans
Free
Free access with limited reports, portfolios, screeners, and alerts.
Premium
More reports, portfolios, screeners, alerts, and broker linking for individual investors.
Unlimited
Unlimited research and portfolio limits, plus report exports.
Key features
- Visual reports cover valuation, future growth, past performance, financial health, and dividends for stocks in more than 90 markets.
- Snowflake reports link a five-part visual score to detailed sections, financials, risks, methodology, and source data.
- Curated lists cover undervalued companies, dividend stocks, insider buying, sectors, industries, and investment themes.
- The screener filters by market, industry, value, growth, income, risk, and other fundamental measures. Paid plans expand saved screener and alert limits.
- Portfolio dashboards show market-relative performance, diversification, sector and region exposure, and holding fundamentals.
- Returns reports separate unrealized gains, realized gains, dividends, and currency effects. Transaction portfolios also calculate IRR and contributors.
- Portfolios can be added manually, imported from a file, or linked to supported brokers. Linked holdings sync at least daily but generally do not include full transaction history.
- Dividend tools include portfolio tracking, company dividend sections, and a calculator for income and reinvestment scenarios.
- Ownership and management sections show shareholder types, top holders, dilution, insider transactions, leadership tenure, and compensation.
- The iOS and Android apps support company reports, portfolios, watchlists, screeners, and alerts.
- Free access limits reports, portfolios, screeners, and alerts. Market prices generally update after the trading day, and there is no 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. 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.
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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
Got questions or suggestions? I'm all ears!
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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.