Tool Comparison
Simply Wall St vs Statfolio
- Paid from
- $10.95/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want stock ideas, screeners, and watchlist.
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- $10/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want the cheaper way in: plans start at $10/mo instead of $10.95/mo
- You want splits.
Start here
Simply Wall St
Free • From $131.40/yr · Web · Mobile
- You want stock ideas, screeners, and watchlist.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Statfolio instead if
Statfolio
Free • From $10/mo · Web · Mobile
- You want the cheaper way in: plans start at $10/mo instead of $10.95/mo
- You want splits.
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 Statfolio cover a lot of the same ground (5 shared categories, including data visualizations, portfolio, and financials), so for the basics you won't go far wrong with either. Simply Wall St simply does more: 19 categories to Statfolio's 6, including stock ideas, screeners, and watchlist. Statfolio counters by starting cheaper at $10/mo.
What readers say
Simply Wall St
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Statfolio
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Key differences at a glance
- Cheaper paid plan
- Statfolio$10/mo vs $10.95/mo
- Free trial
- Simply Wall St7 days
- Broader coverage
- Simply Wall St19 vs 6 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 Statfolio does best
- Stock and ETF portfolios with orders grouped into holdings, long and short positions, and historical performance charts.
- Enter trades manually or import order history when you need portfolio tracking without live broker sync.
- Review daily price and dividend refreshes, with corporate actions such as dividends and share splits recorded automatically.
- Contribution and performance by portfolio, sector, industry, and holding, including realised and unrealised profit.
- Diversification views to understand where holdings are concentrated across sectors, industries, currencies, and regions.
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 • From $10/mo |
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 | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Long-term Investors +3 more | — |
Categories covered | 19 | 6 |
Regions | North America, Europe, APAC, Africa | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | 4 signals: Latency: End of Day, Granularity: EOD +2 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 Simply Wall St | Visit Statfolio |
Standout features
The best features of Simply Wall St and Statfolio.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 Statfolio does best
- Stock and ETF portfolios with orders grouped into holdings, long and short positions, and historical performance charts.
- Enter trades manually or import order history when you need portfolio tracking without live broker sync.
- Review daily price and dividend refreshes, with corporate actions such as dividends and share splits recorded automatically.
- Contribution and performance by portfolio, sector, industry, and holding, including realised and unrealised profit.
- Diversification views to understand where holdings are concentrated across sectors, industries, currencies, and regions.
All details
Every attribute we track for Simply Wall St and Statfolio.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksETFs |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersLong-term InvestorsValue InvestorsGrowth InvestorsDividend Investors | Not specified |
Regions | North AmericaEuropeAPACAfrica | North AmericaEuropeAPAC |
Coverage details | Identifiers: Ticker | 7 countries12 exchangesIdentifiers: Ticker |
| Data | ||
Data freshness | End of Day | End of Day |
Data granularity | EOD | EOD |
Pricing sources | Vendor | Not specified |
Data partners | S&P Global Market Intelligence | Not specified |
| Access & integrations | ||
Import methods | BrokerOAuthCSVManual | Manual |
Integrations | PlaidSnapTradeRobinhoodFidelityInteractive BrokersCharles SchwabE*TRADEVanguard | Not specified |
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 | Not specified |
Vendor & support | Simply Wall Street Pty LtdCountry: AustraliaFounded 2014Support: Email | StatfolioFounded 2021Support: Email |
Curation ratings | Not specified | Methodology 3/5Reliability 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 |
| Entry paid plan | $131.40/yr≈ $10.95/mo“Premium”company reports per month: 30 · portfolios: 3 · +1 more | $10/mo“Basic” |
| Top plan | $258/yr≈ $21.50/mo“Unlimited”company reports per month: Unlimited · portfolios: Unlimited · +1 more | $30/mo“Pro” |
| Custom / enterprise | — | Contact sales“Custom” |
| Free trial | 7 days | — |
Free alternatives
Questions we keep getting
What's the difference between Simply Wall St and Statfolio?
Simply Wall St leans toward stock ideas, screeners, and data visualizations, while Statfolio puts more weight on portfolio, dividends, and splits. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do Simply Wall St and Statfolio cost?
Good news: both Simply Wall St and Statfolio 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 Statfolio?
It depends on what you're after. Pick Simply Wall St if stock ideas and screeners matter to you; go with Statfolio if you'd rather have splits. And if you only need the basics both share, let price decide.
Can I export data from Simply Wall St and Statfolio?
Simply Wall St exports to Excel. Statfolio is stingier about getting data out.
Can Simply Wall St or Statfolio connect to my broker?
Simply Wall St syncs with brokers automatically. With Statfolio, you're entering holdings by hand or importing files.
Which has a better stock screener: Simply Wall St or Statfolio?
Simply Wall St has a stock screener for surfacing ideas; Statfolio doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Simply Wall St or Statfolio?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.