Tool Comparison
Simply Wall St vs Trefis
- Paid from
- $10.95/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You do a lot of your research from your phone
- You want screeners, portfolio, and watchlist.
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- On request
- Free plan
- Yes
- Platforms
- Web
Best if
- You want stock comparison, risk metrics, and AI research.
Pick Simply Wall St if
Simply Wall St
Free • From $131.40/yr · Web · Mobile
- You do a lot of your research from your phone
- You want screeners, portfolio, and watchlist.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Trefis if
Trefis
Free • Contact for pricing · Web
- You want stock comparison, risk metrics, 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 Trefis cover a lot of the same ground (5 shared categories, including stock ideas, data visualizations, and financials), so for the basics you won't go far wrong with either. Simply Wall St simply does more: 19 categories to Trefis's 9, including screeners, portfolio, and watchlist, plus a mobile app. Trefis counters by being completely free.
What readers say
Simply Wall St
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Trefis
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Key differences at a glance
- Mobile app
- Simply Wall St
- Free trial
- Simply Wall St7 days
- Broader coverage
- Simply Wall St19 vs 9 categories
- Broker sync
- Simply Wall St
- Asset coverage
- Simply Wall StAdds ETFs
- 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 Trefis does best
- Review company pages with valuation ratios, financial results, forward consensus estimates, ETF exposure, peer comparisons, and price behavior.
- Compare annual returns, monthly win rates, maximum drawdowns, and past market-shock losses against peers and the S&P 500.
- Browse current trade ideas and their forward return and drawdown records by strategy.
- Use Trefis Price models to change business-driver forecasts and produce a personal valuation estimate where a model is available.
- Inspect the sum-of-the-parts and DCF assumptions behind a Trefis Price estimate.
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 • Contact for pricing |
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 | No |
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 | 9 |
Regions | North America, Europe, APAC, Africa | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | Latency: 15-min Delayed and End of Day and Granularity: EOD |
Data partners | S&P Global Market Intelligence | — |
Capabilities | 6 signals: Universe builder, Broker sync +4 more | Stress tests: EquityCrash |
Security | Encryption at rest and Encryption in transit | — |
| Try it | Visit Simply Wall St | Visit Trefis |
Standout features
The best features of Simply Wall St and Trefis.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 Trefis does best
- Review company pages with valuation ratios, financial results, forward consensus estimates, ETF exposure, peer comparisons, and price behavior.
- Compare annual returns, monthly win rates, maximum drawdowns, and past market-shock losses against peers and the S&P 500.
- Browse current trade ideas and their forward return and drawdown records by strategy.
- Use Trefis Price models to change business-driver forecasts and produce a personal valuation estimate where a model is available.
- Inspect the sum-of-the-parts and DCF assumptions behind a Trefis Price estimate.
All details
Every attribute we track for Simply Wall St and Trefis.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersLong-term InvestorsValue InvestorsGrowth InvestorsDividend Investors | Not specified |
Regions | North AmericaEuropeAPACAfrica | North AmericaEuropeAPAC |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | 15-min DelayedEnd 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 | Not specified |
Integrations | PlaidSnapTradeRobinhoodFidelityInteractive BrokersCharles SchwabE*TRADEVanguard | Not specified |
Export formats | ExcelPDF | Excel |
| Plans & trust | ||
Security & compliance | Encryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncPortfolio attributionTax lotsMulti-currencyCost basis: FIFO | Stress tests: EquityCrash |
Vendor & support | Simply Wall Street Pty LtdCountry: AustraliaFounded 2014Support: Email | Insight Guru Inc.Country: USSupport: Email and Phone |
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“Free public pages” |
| Entry paid plan | $131.40/yr≈ $10.95/mo“Premium”company reports per month: 30 · portfolios: 3 · +1 more | — |
| Top plan | $258/yr≈ $21.50/mo“Unlimited”company reports per month: Unlimited · portfolios: Unlimited · +1 more | — |
| Custom / enterprise | — | Contact sales“Business or Enterprise” |
| Free trial | 7 days | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Simply Wall St and Trefis?
Simply Wall St leans toward stock ideas, screeners, and data visualizations, while Trefis puts more weight on valuation models, financials, and data visualizations. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do Simply Wall St and Trefis cost?
Good news: both Simply Wall St and Trefis 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 Trefis on my phone?
Simply Wall St lists a dedicated mobile app, so it travels better. Trefis doesn't list a dedicated mobile app; its documented access is web.
Should I choose Simply Wall St or Trefis?
It depends on what you're after. Pick Simply Wall St if screeners and portfolio matter to you; go with Trefis if you'd rather have stock comparison and risk metrics. And if you only need the basics both share, let price decide.
What asset classes do Simply Wall St and Trefis cover?
Both cover stocks. Simply Wall St also handles ETFs.
Can I export data from Simply Wall St and Trefis?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Can Simply Wall St or Trefis connect to my broker?
Simply Wall St syncs with brokers automatically. With Trefis, you're entering holdings by hand or importing files.
Which has a better stock screener: Simply Wall St or Trefis?
Simply Wall St has a stock screener for surfacing ideas; Trefis doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Simply Wall St or Trefis?
Simply Wall St handles portfolio tracking. Trefis 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.