★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source checks: Simply Wall St checked July 29, 2026 · Statfolio checked August 4, 2026
Tool Comparison
Simply Wall St vs Statfolio
Start here
Simply Wall St
Free • From $120/yr · Web · Mobile
- You care about stock ideas, screeners, and watchlist, things Statfolio doesn't offer
- 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 care about splits, something Simply Wall St doesn't offer
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 keeping things simpler.
What readers say
Simply Wall St
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Statfolio
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Key differences at a glance
- Broker sync
- Simply Wall St
- Free trial
- Simply Wall St7 days
- Broader coverage
- Simply Wall St19 vs 6 categories
- Free plan
- Both
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
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $120/yr | Free • From $10/mo |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | 15 limits: Free: company reports per month: 5, Free: portfolios: 1 +13 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 in transit | — |
| Try it | Visit Simply Wall St | Visit Statfolio |
Where each one shines
What Simply Wall St and Statfolio each do best.ShowHide
Where each one shines
What Simply Wall St and Statfolio each do best.What Simply Wall St does best
- Research coverage for global stocks through visual company reports that summarize valuation, future growth, past performance, financial health, and dividends.
- The Snowflake report format to move from a high-level visual score into detailed sections, methodology notes, financials, risks, and supporting data.
- Discovery tools for ideas through curated themes such as undervalued companies, dividend stocks, insider buying, sectors, industries, and thematic lists.
- The stock screener to filter by market, industry, value, growth, income, risk, and other fundamental metrics, with saved screeners and alerts on paid plans.
- Tracking portfolios with visual dashboards, portfolio Snowflake views, performance versus market, diversification, sector and region exposure, and holding-level fundamentals.
What Statfolio does best
- Tracking stock and ETF portfolios with positions aggregated into holdings, long and short support, and time-based performance charts.
- Enter trades manually or import order history when you need portfolio tracking without live broker sync.
- Views for reviewing daily price and dividend refreshes, with corporate actions such as dividends and share splits recorded automatically.
- Analysis of contribution and performance by portfolio, sector, industry, and individual holding, including realised versus unrealised profit.
- Diversification views to understand where holdings are concentrated across sectors, industries, currencies, and regions.
Every detail we compared
Every tracked attribute for Simply Wall St and Statfolio, side by side.ShowHide
Every detail we compared
Every tracked attribute for Simply Wall St and Statfolio, side by side.| 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 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.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freecompany reports per month: 5 · portfolios: 1 · +3 more | Free |
| Entry paid plan | $120/yr≈ $10/mo“Premium”company reports per month: 30 · portfolios: 3 · +3 more | $10/mo“Basic” |
| Tier 2 | $240/yr≈ $20/mo“Unlimited”company reports per month: Unlimited · portfolios: Unlimited · +3 more | $30/mo“Pro” |
| Top plan | — | Subscription“Custom” |
| Free trial | 7 days | — |
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.
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.