Tool Comparison
Finimize vs Simply Wall St
- Paid from
- $16.67/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- Delayed quotes won't cut it; you need real-time data
- Paid from
- $10.95/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want the cheaper way in: plans start at $10.95/mo instead of $16.67/mo
- You want screeners, data visualizations, and portfolio.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Finimize instead if
Finimize
Free • From $200/yr · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
Start here
Simply Wall St
Free • From $131.40/yr · Web · Mobile
- You want the cheaper way in: plans start at $10.95/mo instead of $16.67/mo
- You want screeners, data visualizations, and portfolio.
- You're a long-term investor who cares more about fundamentals than headlines
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Finimize and Simply Wall St cover a lot of the same ground (5 shared categories, including stock ideas, news, and education), so for the basics you won't go far wrong with either. Simply Wall St simply does more: 19 categories to Finimize's 5, including screeners, data visualizations, and portfolio. Finimize counters by keeping things simpler.
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Key differences at a glance
- Cheaper paid plan
- Simply Wall St$10.95/mo vs $16.67/mo
- Broader coverage
- Simply Wall St19 vs 5 categories
- Real-time data
- Finimize
- Broker sync
- Simply Wall St
- Global coverage
- Simply Wall St
- Asset coverage
- FinimizeAdds cryptos and commodities
What Finimize does best
- Read the free daily newsletter for concise global market and investing news.
- Pro for investment ideas with analyst theses, entry points, risk factors, position sizing, ongoing coverage, and public performance tracking.
- Review model portfolios, live ideas, Quick Takes, analyst research, analysis, and advanced investing guides when comparing paid idea products.
- Browse US stock and ETF pages with intraday pricing and company data supplied by IEX.
- Listen to the Daily Brief through the mobile app.
What Simply Wall St does best
- 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.
- Portfolio dashboards show market-relative performance, diversification, sector and region exposure, and holding fundamentals.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $200/yr | Free • From $131.40/yr |
Free tier | Yes | Yes |
Free trial | 7 days | 7 days |
Plan limits | Pro (Annual): refund period days: 14 | 9 limits: Free: company reports per month: 5, Free: portfolios: 1 +7 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | No | Yes |
Integrations | — | Plaid, SnapTrade +6 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Long-term Investors +3 more |
Categories covered | 5 | 19 |
Regions | North America | North America, Europe, APAC, Africa |
| Data & capabilities | ||
Data quality | Latency: Real-time | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Data partners | — | S&P Global Market Intelligence |
Capabilities | — | 6 signals: Universe builder, Broker sync +4 more |
Security | — | Encryption at rest and Encryption in transit |
| Try it | Visit Finimize | Visit Simply Wall St |
Standout features
The best features of Finimize and Simply Wall St.ShowHide
Standout features
What Finimize does best
- Read the free daily newsletter for concise global market and investing news.
- Pro for investment ideas with analyst theses, entry points, risk factors, position sizing, ongoing coverage, and public performance tracking.
- Review model portfolios, live ideas, Quick Takes, analyst research, analysis, and advanced investing guides when comparing paid idea products.
- Browse US stock and ETF pages with intraday pricing and company data supplied by IEX.
- Listen to the Daily Brief through the mobile app.
What Simply Wall St does best
- 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.
- Portfolio dashboards show market-relative performance, diversification, sector and region exposure, and holding fundamentals.
All details
Every attribute we track for Finimize and Simply Wall St.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCryptosCommoditiesCurrenciesBonds | StocksETFs |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersLong-term InvestorsValue InvestorsGrowth InvestorsDividend Investors |
Regions | North America | North AmericaEuropeAPACAfrica |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time | End of Day |
Data granularity | Not specified | EOD |
Pricing sources | Not specified | Vendor |
Data partners | Not specified | S&P Global Market Intelligence |
| Access & integrations | ||
Import methods | Not specified | BrokerOAuthCSVManual |
Integrations | Not specified | PlaidSnapTradeRobinhoodFidelityInteractive BrokersCharles SchwabE*TRADEVanguard |
Export formats | Not specified | ExcelPDF |
| Plans & trust | ||
Security & compliance | Not specified | Encryption at restEncryption in transit |
Capability signals | Not specified | Universe builderBroker syncPortfolio attributionTax lotsMulti-currencyCost basis: FIFO |
Vendor & support | Finimize LtdCountry: United KingdomFounded 2016Support: Email | Simply Wall Street Pty LtdCountry: AustraliaFounded 2014Support: Email |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | Freecompany reports per month: 5 · portfolios: 1 · +1 more |
| Entry paid plan | $200/yr≈ $16.67/mo“Pro (Annual)”refund period days: 14 | $131.40/yr≈ $10.95/mo“Premium”company reports per month: 30 · portfolios: 3 · +1 more |
| Top plan | — | $258/yr≈ $21.50/mo“Unlimited”company reports per month: Unlimited · portfolios: Unlimited · +1 more |
| Free trial | 7 days | 7 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Finimize and Simply Wall St?
Finimize leans toward stock ideas, news, and education, while Simply Wall St puts more weight on stock ideas, screeners, and data visualizations. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do Finimize and Simply Wall St cost?
Good news: both Finimize and Simply Wall St have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Finimize or Simply Wall St?
It depends on what you're after. Pick Finimize if you prefer its overall approach; go with Simply Wall St if you'd rather have screeners and data visualizations. And if you only need the basics both share, let price decide.
What asset classes do Finimize and Simply Wall St cover?
Both cover stocks and ETFs. Finimize also handles cryptos, commodities, and currencies.
Does Finimize or Simply Wall St have real-time data?
Finimize offers real-time data, which matters if you trade actively. Simply Wall St runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Which covers international markets: Finimize or Simply Wall St?
Simply Wall St has documented international coverage (North America, Europe, APAC, and Africa), so it's the safer bet if you hold non-US stocks. Finimize is more region-specific, mainly North America.
Can I export data from Finimize and Simply Wall St?
Simply Wall St exports to Excel. Finimize is stingier about getting data out.
Can Finimize or Simply Wall St connect to my broker?
Simply Wall St syncs with brokers automatically. With Finimize, you're entering holdings by hand or importing files.
Which has a better stock screener: Finimize or Simply Wall St?
Simply Wall St has a stock screener for surfacing ideas; Finimize doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Finimize or Simply Wall St?
Simply Wall St handles portfolio tracking. Finimize is really a research tool; you'd track your portfolio elsewhere.
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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.