VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
Simply Wall St vs The Ledger Terminal
Pick Simply Wall St if
Simply Wall St
Free • From $120/yr · Web · Mobile
- You do a lot of your research from your phone
- You want portfolio, insider data, and institutional ownership.
Pick The Ledger Terminal if
The Ledger Terminal
Free • From $100.80/yr · Web
- You want the cheaper way in: plans start at $8.4/mo instead of $10/mo
- You want stock comparison, scores, and checklist.
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Simply Wall St and The Ledger Terminal cover a lot of the same ground (11 shared categories, including stock ideas, screeners, and data visualizations), so for the basics you won't go far wrong with either. Simply Wall St includes portfolio and insider data, and The Ledger Terminal includes stock comparison and scores.
What readers say
Simply Wall St
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The Ledger Terminal
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Key differences at a glance
- Cheaper paid plan
- The Ledger Terminal$8.4/mo vs $10/mo
- Mobile app
- Simply Wall St
- Broker sync
- Simply Wall St
- Asset coverage
- Simply Wall StAdds ETFs
- 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 $100.80/yr |
Free tier | Yes | Yes |
Free trial | 7 days | 7 days |
Plan limits | 15 limits: Free: company reports per month: 5, Free: portfolios: 1 +13 more | 9 limits: Free: anonymous daily stock views: 1, Free: authenticated daily stock views: 6 +7 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | Yes | No |
Integrations | Plaid, SnapTrade +6 more | SEC EDGAR source links and Third-party financial data |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Long-term Investors +3 more | Retail Traders, Pro Retail +7 more |
Categories covered | 19 | 17 |
Regions | North America, Europe, APAC, Africa | North America, Europe |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Data partners | S&P Global Market Intelligence | 3 partners: SEC EDGAR, Third-party financial data +1 more |
Capabilities | 6 signals: Universe builder, Broker sync +4 more | Universe builder and Factors: Value, Quality, Growth, and Size |
Security | Encryption at rest and Encryption in transit | Data residency: EU and Other and Encryption in transit |
| Try it | Visit Simply Wall St | Visit The Ledger Terminal |
Where each one shines
What Simply Wall St and The Ledger Terminal each do best.ShowHide
Where each one shines
What Simply Wall St and The Ledger Terminal each do best.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 The Ledger Terminal does best
- Direct access to one-page stock tearsheets that combine business description, historical financials, valuation visuals, quality checks, SEC filing links, and relevant news.
- More than 10,000 US stocks, plus UK companies sourced from ESEF filings.
- Review SEC EDGAR-derived financial-statement history with source filing links, automated QA checks, annual and quarterly data, and trailing twelve months where available.
- Log-scale valuation charts to compare price against fair value views such as P/E, P/FCF, P/CF, and P/OE owner earnings.
- Support for applying a 9-point quality checklist covering profitability, growth, capital efficiency, shareholder returns, fair value, and balance-sheet health.
Every detail we compared
Every tracked attribute for Simply Wall St and The Ledger Terminal, side by side.ShowHide
Every detail we compared
Every tracked attribute for Simply Wall St and The Ledger Terminal, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersLong-term InvestorsValue InvestorsGrowth InvestorsDividend Investors | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsGrowth InvestorsDividend InvestorsAnalysts+1 more |
Regions | North AmericaEuropeAPACAfrica | North AmericaEurope |
Coverage details | Identifiers: Ticker | Countries: US and GBIdentifiers: Ticker |
| Data | ||
Data freshness | End of Day | End of Day |
Data granularity | EOD | EOD |
Pricing sources | Vendor | VendorModel |
Data partners | S&P Global Market Intelligence | SEC EDGARThird-party financial dataFinancial outlets and wire services |
| Access & integrations | ||
Import methods | BrokerOAuthCSVManual | Manual |
Integrations | PlaidSnapTradeRobinhoodFidelityInteractive BrokersCharles SchwabE*TRADEVanguard | SEC EDGAR source linksThird-party financial data |
Export formats | ExcelPDF | Excel |
| Plans & trust | ||
Security & compliance | Encryption at restEncryption in transit | Data residency: EU and OtherEncryption in transit |
Capability signals | Universe builderBroker syncPortfolio attributionTax lotsMulti-currencyCost basis: FIFO | Universe builderFactors: Value, Quality, Growth, and Size |
Vendor & support | Simply Wall Street Pty LtdCountry: AustraliaFounded 2014Support: Email | The Ledger TerminalCountry: PortugalSupport: Email |
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 | Freeanonymous daily stock views: 1 · authenticated daily stock views: 6 · +2 more |
| Entry paid plan | $120/yr≈ $10/mo“Premium”company reports per month: 30 · portfolios: 3 · +3 more | $100.80/yr≈ $8.40/mo“Pro (Annual)”public starting price monthly usd: 12 · introductory first year usd: 100.8 · +3 more |
| Top plan | $240/yr≈ $20/mo“Unlimited”company reports per month: Unlimited · portfolios: Unlimited · +3 more | — |
| Free trial | 7 days | 7 days |
Questions we keep getting
What's the difference between Simply Wall St and The Ledger Terminal?
Simply Wall St leans toward stock ideas, screeners, and data visualizations, while The Ledger Terminal puts more weight on stock ideas, screeners, and stock comparison. They overlap in 11 categories, so for most people it comes down to workflow preference and price.
How much do Simply Wall St and The Ledger Terminal cost?
Good news: both Simply Wall St and The Ledger Terminal have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Simply Wall St or The Ledger Terminal on my phone?
Simply Wall St lists a dedicated mobile app, so it travels better. The Ledger Terminal doesn't list a dedicated mobile app; its documented access is web.
Should I choose Simply Wall St or The Ledger Terminal?
It depends on what you're after. Pick Simply Wall St if portfolio and insider data matter to you; go with The Ledger Terminal if you'd rather have stock comparison and scores. And if you only need the basics both share, let price decide.
What asset classes do Simply Wall St and The Ledger Terminal cover?
Both cover stocks. Simply Wall St also handles ETFs.
Can I export data from Simply Wall St and The Ledger Terminal?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Can Simply Wall St or The Ledger Terminal connect to my broker?
Simply Wall St syncs with brokers automatically. With The Ledger Terminal, you're entering holdings by hand or importing files.
Are Simply Wall St and The Ledger Terminal good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: Simply Wall St or The Ledger Terminal?
Both Simply Wall St and The Ledger Terminal 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 The Ledger Terminal?
Simply Wall St handles portfolio tracking. The Ledger Terminal 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.