Tool Comparison
Simply Wall St vs Smartkarma
- Paid from
- $10.95/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want data visualizations, portfolio, and financials.
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want calendar and AI research.
Start here
Simply Wall St
Free • From $131.40/yr · Web · Mobile
- You want data visualizations, portfolio, and financials.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Smartkarma instead if
Smartkarma
Free • Paid plans available · Web · Mobile
- You want calendar and AI research.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Simply Wall St and Smartkarma cover a lot of the same ground (8 shared categories, including stock ideas, screeners, and watchlist), so for the basics you won't go far wrong with either. Simply Wall St simply does more: 19 categories to Smartkarma's 10, including data visualizations, portfolio, and financials. Smartkarma counters by being completely free.
What readers say
Simply Wall St
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Key differences at a glance
- Asset coverage
- SmartkarmaAdds bonds and currencies
- Free trial
- Simply Wall St7 days
- Broader coverage
- Simply Wall St19 vs 10 categories
- Broker sync
- Simply Wall St
- Free plan
- Both
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.
What Smartkarma does best
- Reading access to independent investment research and analyst commentary from the Smartkarma platform across equities, macro, FX, rates, crypto, and related markets.
- Direct analyst access, real-time alerts, email notifications, and watchlists to follow relevant research as it is published.
- Screening for ideas with SmartScore factors such as Value, Dividend, Growth, Resilience, and Momentum, with filters by country, sector, and market cap.
- The Relative Value tool for HoldCo and share-class pair opportunities, including Actionability, Investability, and z-score diagnostics.
- Monitor FX, rates, macroeconomic calendars, crypto dashboards, market updates, videos, blogs, and newsletters from the broader platform.
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 $131.40/yr | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | 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 | Yes | No |
Integrations | Plaid, SnapTrade +6 more | Bloomberg Terminal |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Long-term Investors +3 more | — |
Categories covered | 19 | 10 |
Regions | North America, Europe, APAC, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | Corporate actions: Current |
Data partners | S&P Global Market Intelligence | — |
Capabilities | 6 signals: Universe builder, Broker sync +4 more | Universe builder and Factors: Value, Quality, Momentum, and Growth |
Security | Encryption at rest and Encryption in transit | — |
| Try it | Visit Simply Wall St | Visit Smartkarma |
Standout features
The best features of Simply Wall St and Smartkarma.ShowHide
Standout features
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.
What Smartkarma does best
- Reading access to independent investment research and analyst commentary from the Smartkarma platform across equities, macro, FX, rates, crypto, and related markets.
- Direct analyst access, real-time alerts, email notifications, and watchlists to follow relevant research as it is published.
- Screening for ideas with SmartScore factors such as Value, Dividend, Growth, Resilience, and Momentum, with filters by country, sector, and market cap.
- The Relative Value tool for HoldCo and share-class pair opportunities, including Actionability, Investability, and z-score diagnostics.
- Monitor FX, rates, macroeconomic calendars, crypto dashboards, market updates, videos, blogs, and newsletters from the broader platform.
All details
Every attribute we track for Simply Wall St and Smartkarma.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksETFsBondsCurrenciesCryptos |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersLong-term InvestorsValue InvestorsGrowth InvestorsDividend Investors | Not specified |
Regions | North AmericaEuropeAPACAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
Pricing sources | Vendor | Not specified |
Data partners | S&P Global Market Intelligence | Not specified |
| Access & integrations | ||
Import methods | BrokerOAuthCSVManual | Not specified |
Integrations | PlaidSnapTradeRobinhoodFidelityInteractive BrokersCharles SchwabE*TRADEVanguard | Bloomberg Terminal |
Export formats | ExcelPDF | Not specified |
| Plans & trust | ||
Security & compliance | Encryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncPortfolio attributionTax lotsMulti-currencyCost basis: FIFO | Universe builderFactors: Value, Quality, Momentum, and Growth |
Vendor & support | Simply Wall Street Pty LtdCountry: AustraliaFounded 2014Support: Email | Smartkarma Innovations Pte LtdCountry: Singapore |
Curation ratings | Not specified | Methodology 4/5Reliability 4/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freecompany reports per month: 5 · portfolios: 1 · +1 more | Free“Preview Pass” |
| Entry paid plan | $131.40/yr≈ $10.95/mo“Premium”company reports per month: 30 · portfolios: 3 · +1 more | Subscription“Pro Platform” |
| Tier 2 | $258/yr≈ $21.50/mo“Unlimited”company reports per month: Unlimited · portfolios: Unlimited · +1 more | Subscription“Premium & Data Subscriptions” |
| Tier 3 | — | Subscription“Digital IR Platform (Corporate)” |
| Top plan | — | Subscription“Plus Platform (Wealth/Intermediaries)” |
| Free trial | 7 days | — |
Free alternatives
Questions we keep getting
What's the difference between Simply Wall St and Smartkarma?
Simply Wall St leans toward stock ideas, screeners, and data visualizations, while Smartkarma puts more weight on stock ideas, screeners, and watchlist. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do Simply Wall St and Smartkarma cost?
Good news: both Simply Wall St and Smartkarma have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Simply Wall St or Smartkarma?
It depends on what you're after. Pick Simply Wall St if data visualizations and portfolio matter to you; go with Smartkarma if you'd rather have calendar and AI research. And if you only need the basics both share, let price decide.
What asset classes do Simply Wall St and Smartkarma cover?
Both cover stocks and ETFs. Smartkarma adds bonds, currencies, and cryptos on top.
Can I export data from Simply Wall St and Smartkarma?
Simply Wall St exports to Excel. Smartkarma is stingier about getting data out.
Can Simply Wall St or Smartkarma connect to my broker?
Simply Wall St syncs with brokers automatically. With Smartkarma, you're entering holdings by hand or importing files.
Which has a better stock screener: Simply Wall St or Smartkarma?
Both Simply Wall St and Smartkarma 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 Simply Wall St or Smartkarma?
Simply Wall St handles portfolio tracking. Smartkarma 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.