★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source checks: Simply Wall St checked July 29, 2026 · Trefis checked August 4, 2026
Tool Comparison
Simply Wall St vs Trefis
Start here
Simply Wall St
Free • From $120/yr · Web · Mobile
- You do a lot of your research from your phone
- You care about stock ideas, screeners, and portfolio, things Trefis doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Pick Trefis instead if
Trefis
Free • Paid plans available · Web
- You care about stock comparison and custom dashboards, things Simply Wall St doesn't offer
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 Trefis cover a lot of the same ground (4 shared categories, including data visualizations, financials, and valuation models), so for the basics you won't go far wrong with either. Simply Wall St simply does more: 19 categories to Trefis's 6, including stock ideas, screeners, and portfolio, plus a mobile app. Trefis counters by being completely free.
What readers say
Simply Wall St
Vote once to reveal the community verdict.
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 6 categories
- 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 • Paid plans available |
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 | 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 | 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 | 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 | — |
Security | Encryption in transit | — |
| Try it | Visit Simply Wall St | Visit Trefis |
Where each one shines
What Simply Wall St and Trefis each do best.ShowHide
Where each one shines
What Simply Wall St and Trefis 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 Trefis does best
- Work through public stock valuation pages that break a company into revenue drivers, margins, cash-profit assumptions, and estimated value per share.
- Change model assumptions to create what-if scenarios instead of only reading a static price target or article.
- Trefis Price estimates as an explainable valuation starting point, then inspect the forecasts and discount assumptions behind the output.
- Comparison tools for companies through peer-return tables, valuation ratios, growth metrics, and better-buy style research where public pages are available.
- Views for reviewing ticker pages for stock-move drivers, sector and market correlations, drawdowns, key events, and related AI analysis modules where supported.
Every detail we compared
Every tracked attribute for Simply Wall St and Trefis, side by side.ShowHide
Every detail we compared
Every tracked attribute for Simply Wall St and Trefis, side by side.| 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 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 | 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.
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 | Subscription“Custom / Subscriber” |
| Top plan | $240/yr≈ $20/mo“Unlimited”company reports per month: Unlimited · portfolios: Unlimited · +3 more | — |
| Free trial | 7 days | — |
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 4 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 stock ideas and screeners matter to you; go with Trefis if you'd rather have stock comparison and custom dashboards. 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.
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.