Portfolio Performance vs Simply Wall St comparison

Portfolio Performance focuses on Portfolio, Watchlist, and Data Visualizations while Simply Wall St specializes in Stock Ideas, Screeners, and Data Visualizations. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

Good news—both Portfolio Performance and Simply Wall St offer free plans. You can try each platform without commitment and only pay when you need premium features.

Simply Wall St is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Choose Portfolio Performance if you need Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR)., and Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.. Go with Simply Wall St if Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., and Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs. better fits how you invest.

Both cover Stocks, and ETFs. Portfolio Performance also includes Mutual Funds, Bonds, Cryptos, Commodities, and Other. Simply Wall St adds coverage for Funds.

Both platforms let you export data to spreadsheets (). This is useful for custom analysis or record-keeping.

Both platforms offer broker integrations, so you can sync your portfolio for seamless tracking and analysis.

Simply Wall St includes a stock screener for finding investment ideas. Portfolio Performance focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.