VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

Beanvest vs Simply Wall St comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Simply Wall St includes Stock Ideas, Screeners, Watchlist, Scores, Analyst Forecasts, Analyst Price Targets, Institutional Data, Alerts, News, and Dividend categories that Beanvest omits.

Beanvest highlights: Coverage of more than 250,000 assets — including stocks, ETFs, mutual funds, commodities, bonds, and crypto — across global exchanges., Portfolio performance tracking that incorporates fees, FX, and dividends; compare returns against any index or even custom blends (e.g. 80% MSCI World + 20% AAPL)., and Allocation charts break down holdings by asset class, currency, sector, industry, country, and market cap..

Simply Wall St is known for: Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., and Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits..

Simply Wall St offers mobile access, which Beanvest skips.

Beanvest logo

Beanvest

beanvest.com

Hands-on review

Portfolio tracking and valuation platform with both free and premium tiers. The free plan supports a single portfolio with up to 20 holdings. Premium unlocks benchmarks, DEGIRO broker sync, and other features, with most price data updated every 15 minutes (some assets end-of-day). Automatic dividend adjustment is marked as 'coming soon' for Premium.

Platforms

Web

Pricing

Free
Subscription

Quick highlights

  • Coverage of more than 250,000 assets — including stocks, ETFs, mutual funds, commodities, bonds, and crypto — across global exchanges.
  • Portfolio performance tracking that incorporates fees, FX, and dividends; compare returns against any index or even custom blends (e.g. 80% MSCI World + 20% AAPL).
  • Allocation charts break down holdings by asset class, currency, sector, industry, country, and market cap.
  • Broker sync for DEGIRO accounts (Premium only), with credentials stored using AES-256 and updates within ~15 minutes.
  • CSV import supported, with templates and guides for DEGIRO and Interactive Brokers exports.

Community votes (overall)

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Simply Wall St logo

Simply Wall St

simplywall.st

Editor’s pick Hands-on review

Equity research and portfolio tracker built around visual stock reports and a proprietary “Snowflake” score. Uses S&P Global Market Intelligence data, with end-of-day pricing and intraday fundamentals/ownership refresh. Premium and Unlimited plans add broker linking (Plaid/SnapTrade), daily sync, more reports, and portfolio/screener limits. Unlimited members also get full Excel/CSV/PDF exports.

Platforms

Web
Mobile

Pricing

Free
Subscription

Quick highlights

  • Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity.
  • Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends.
  • Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits.
  • Broker linking via Plaid and SnapTrade (Premium/Unlimited) with daily auto-sync of holdings.
  • Powerful stock screener with advanced filters; save screens and get weekly alerts on matching companies.

Community votes (overall)

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Overlap

Shared focus areas

5 overlaps

Mutual strengths include Portfolio, Financials, and Valuation Models plus 2 more areas.

Where they differ

Simply Wall St

Distinct strengths include:

  • Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity.
  • Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends.
  • Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits.
  • Broker linking via Plaid and SnapTrade (Premium/Unlimited) with daily auto-sync of holdings.

Feature-by-feature breakdown

AttributeBeanvestSimply Wall St
Categories

Which research workflows each platform targets

Shared: Portfolio, Financials, Valuation Models, Insider Data, Broker Connectors

Shared: Portfolio, Financials, Valuation Models, Insider Data, Broker Connectors

Unique: Stock Ideas, Screeners, Watchlist, Scores, Analyst Forecasts, Analyst Price Targets, Institutional Data, Alerts, News, Dividend

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds, Bonds, Commodities, Cryptos

Stocks

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web

Web, Mobile

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Coverage of more than 250,000 assets — including stocks, ETFs, mutual funds, commodities, bonds, and crypto — across global exchanges.
  • Portfolio performance tracking that incorporates fees, FX, and dividends; compare returns against any index or even custom blends (e.g. 80% MSCI World + 20% AAPL).
  • Allocation charts break down holdings by asset class, currency, sector, industry, country, and market cap.
  • Broker sync for DEGIRO accounts (Premium only), with credentials stored using AES-256 and updates within ~15 minutes.
  • CSV import supported, with templates and guides for DEGIRO and Interactive Brokers exports.
  • Built-in Discounted Cash Flow (DCF) calculator with auto-loaded cash flows and adjustable inputs for valuation work.

Unique

  • Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity.
  • Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends.
  • Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits.
  • Broker linking via Plaid and SnapTrade (Premium/Unlimited) with daily auto-sync of holdings.
  • Powerful stock screener with advanced filters; save screens and get weekly alerts on matching companies.
  • Email alerts for earnings, dividends, analyst estimate or price target changes, insider trades, corporate actions, risks, and M&A news.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Highlighted

Frequently Asked Questions

Which workflows do Beanvest and Simply Wall St both support?

Both platforms cover Portfolio, Financials, Valuation Models, Insider Data, and Broker Connectors workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Beanvest and Simply Wall St require subscriptions?

Both Beanvest and Simply Wall St keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

Simply Wall St ships a dedicated mobile experience, while Beanvest focuses on web or desktop access.

What unique strengths set the two platforms apart?

Beanvest differentiates itself with Coverage of more than 250,000 assets — including stocks, ETFs, mutual funds, commodities, bonds, and crypto — across global exchanges., Portfolio performance tracking that incorporates fees, FX, and dividends; compare returns against any index or even custom blends (e.g. 80% MSCI World + 20% AAPL)., and Allocation charts break down holdings by asset class, currency, sector, industry, country, and market cap., whereas Simply Wall St stands out for Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., and Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits..

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.