Quicken (Simplifi & Classic) vs Simply Wall St comparison

Quicken (Simplifi & Classic) focuses on Portfolio, Watchlist, and Tax Lots / Lot Optimization while Simply Wall St specializes in Stock Ideas, Screeners, and Data Visualizations. They overlap in 6 categories, so choose based on your preferred workflow and pricing.

Simply Wall St offers a free tier that lets you get started without paying, while Quicken (Simplifi & Classic) requires a subscription. If budget is a concern, start with Simply Wall St and upgrade later if you need more advanced features.

Both platforms target experienced investors. If you're just starting out, expect a learning curve with either option.

Choose Quicken (Simplifi & Classic) if you need Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic)., and Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a curated news feed based on your specific holdings.. 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, ETFs, and Funds. Quicken (Simplifi & Classic) also includes Mutual Funds, Bonds, and Cryptos.

Quicken (Simplifi & Classic) offers real-time data feeds, which is essential for active traders. Simply Wall St uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

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

Simply Wall St connects with brokers for portfolio syncing. Quicken (Simplifi & Classic) requires manual portfolio entry or data import.

Yes, both platforms cater to long-term investors with fundamental analysis tools, valuation metrics, and portfolio tracking features.

Simply Wall St includes a stock screener for finding investment ideas. Quicken (Simplifi & Classic) focuses on other analytical tools.

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