VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked September 24, 2026
Tool Comparison
MarketSurge vs Simply Wall St
Pick MarketSurge if
MarketSurge
From $24.95 · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You want ETF screeners, scores, and flags.
Pick Simply Wall St if
Simply Wall St
Free • From $131.40/yr · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $10.95/mo instead of $24.95/mo
- You want portfolio, valuation models, and dividends.
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
MarketSurge and Simply Wall St cover a lot of the same ground (10 shared categories, including stock ideas, screeners, and data visualizations), so for the basics you won't go far wrong with either. Simply Wall St simply does more: 19 categories to MarketSurge's 14, including portfolio, valuation models, and dividends. MarketSurge counters by keeping things simpler.
What readers say
MarketSurge
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Simply Wall St
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Key differences at a glance
- Free plan
- Simply Wall St
- Cheaper paid plan
- Simply Wall St$10.95/mo vs $24.95/mo
- Free trial
- Simply Wall St7 days
- Broader coverage
- Simply Wall St19 vs 14 categories
- Real-time data
- MarketSurge
- Broker sync
- Simply Wall St
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | From $24.95 | Free • From $131.40/yr |
Free tier | No | Yes |
Free trial | — | 7 days |
Plan limits | Intro Offer: term: 30 days on the current web offer and Intro Offer: renewal: $149.95/month after the promotional period | 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 | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +2 more | Retail Traders, Long-term Investors +3 more |
Categories covered | 14 | 19 |
Regions | — | North America, Europe, APAC, Africa |
| Data & capabilities | ||
Data quality | Latency: Real-time and Granularity: Minute and EOD | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Data partners | — | S&P Global Market Intelligence |
Capabilities | Universe builder and Factors: Growth and Momentum | 6 signals: Universe builder, Broker sync +4 more |
Security | — | Encryption at rest and Encryption in transit |
| Try it | Visit MarketSurge | Visit Simply Wall St |
Where each one shines
What MarketSurge and Simply Wall St each do best.ShowHide
Where each one shines
What MarketSurge does best
- IBD-style stock and ETF research workflows built around charts, ratings, curated lists, buy points, and sell signals.
- Discovery tools for ideas through curated lists such as Growth 250, Breaking Out Today, Near Pivot, RS Line Blue Dot, and Ants.
- Automated Pattern Recognition to highlight base patterns, buy zones, profit zones, and loss zones where supported.
- Review proprietary IBD ratings, earnings and sales histories, institutional ownership, and 70+ technical or fundamental data points described in mobile listings.
- Screening for stocks and ETFs with customizable criteria and a promotional database reference of 8,000+ stocks and ETFs.
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.
Every detail we compared
Every tracked attribute for MarketSurge and Simply Wall St, side by side.ShowHide
Every detail we compared
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFs |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailSwing TradersGrowth Investors | Retail TradersLong-term InvestorsValue InvestorsGrowth InvestorsDividend Investors |
Regions | Not specified | North AmericaEuropeAPACAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time | End of Day |
Data granularity | MinuteEOD | 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 | Universe builderFactors: Growth and Momentum | Universe builderBroker syncPortfolio attributionTax lotsMulti-currencyCost basis: FIFO |
Vendor & support | Investor's Business Daily, Inc.Country: USSupport: Email, Phone, and Chat | Simply Wall Street Pty LtdCountry: AustraliaFounded 2014Support: Email |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
| Tier | ||
|---|---|---|
| Free plan | — | Freecompany reports per month: 5 · portfolios: 1 · +1 more |
| Entry paid plan | $24.95“Intro Offer”term: 30 days on the current web offer · renewal: $149.95/month after the promotional period | $131.40/yr≈ $10.95/mo“Premium”company reports per month: 30 · portfolios: 3 · +1 more |
| Tier 2 | $1499/yr≈ $124.92/mo“Premium Annual” | $258/yr≈ $21.50/mo“Unlimited”company reports per month: Unlimited · portfolios: Unlimited · +1 more |
| Top plan | $149.95/mo“Premium Monthly” | — |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between MarketSurge and Simply Wall St?
MarketSurge leans toward stock ideas, screeners, and ETF screeners, while Simply Wall St puts more weight on stock ideas, screeners, and data visualizations. They overlap in 10 categories, so for most people it comes down to workflow preference and price.
Is MarketSurge or Simply Wall St free to use?
Simply Wall St has a free tier, so you can get started without paying anything. MarketSurge is paid-only. If budget matters, start with Simply Wall St and see how far it takes you before opening your wallet.
Which is better for beginners: MarketSurge or Simply Wall St?
Simply Wall St is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Should I choose MarketSurge or Simply Wall St?
It depends on what you're after. Pick MarketSurge if ETF screeners and scores matter to you; go with Simply Wall St if you'd rather have portfolio and valuation models. And if you only need the basics both share, let price decide.
What asset classes do MarketSurge and Simply Wall St cover?
Both cover stocks and ETFs. MarketSurge also handles mutual funds and funds.
Does MarketSurge or Simply Wall St have real-time data?
MarketSurge 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.
Can I export data from MarketSurge and Simply Wall St?
Simply Wall St exports to Excel. MarketSurge is stingier about getting data out.
Can MarketSurge or Simply Wall St connect to my broker?
Simply Wall St syncs with brokers automatically. With MarketSurge, you're entering holdings by hand or importing files.
Which has a better stock screener: MarketSurge or Simply Wall St?
Both MarketSurge and Simply Wall St include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with MarketSurge or Simply Wall St?
Simply Wall St handles portfolio tracking. MarketSurge is really a research tool; you'd track your portfolio elsewhere.
Keep researching
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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.