VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
Simply Wall St vs Valuesider
Start here
Simply Wall St
Free • From $120/yr · Web · Mobile
- You want the cheaper way in: plans start at $10/mo instead of $17/mo
- You do a lot of your research from your phone
- You want stock ideas, portfolio, and valuation models.
Pick Valuesider instead if
Valuesider
Free • From $204/yr · Web
- Go this way if you prefer a simpler, more focused tool.
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 Valuesider cover a lot of the same ground (6 shared categories, including screeners, data visualizations, and watchlist), so for the basics you won't go far wrong with either. Simply Wall St simply does more: 19 categories to Valuesider's 6, including stock ideas, portfolio, and valuation models, plus a mobile app. Valuesider counters by keeping things simpler.
What readers say
Simply Wall St
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Valuesider
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Key differences at a glance
- Cheaper paid plan
- Simply Wall St$10/mo vs $17/mo
- Free trial
- Simply Wall St7 days
- Broader coverage
- Simply Wall St19 vs 6 categories
- Mobile app
- Simply Wall St
- Asset coverage
- ValuesiderAdds mutual funds and closed-end funds
- 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 $204/yr |
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 | — |
Integrations | Plaid, SnapTrade +6 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate |
Best for | Retail Traders, Long-term Investors +3 more | Retail Traders, Pro Retail +4 more |
Categories covered | 19 | 6 |
Regions | North America, Europe, APAC, Africa | — |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | Adjustments: Splits |
Data partners | S&P Global Market Intelligence | — |
Capabilities | 6 signals: Universe builder, Broker sync +4 more | Universe builder |
Security | Encryption at rest and Encryption in transit | — |
| Try it | Visit Simply Wall St | Visit Valuesider |
Where each one shines
What Simply Wall St and Valuesider each do best.ShowHide
Where each one shines
What Simply Wall St and Valuesider 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 Valuesider does best
- Browse tracked value-investor portfolios with quarter-by-quarter holdings and activity from SEC 13F filings.
- Review homepage summaries such as top owned securities, top buys, top sells, and biggest aggregated investments across tracked gurus.
- The Holdings Screener to filter the aggregate guru portfolio by ownership, number of gurus, security type, and portfolio-impact fields.
- The Activity Screener to analyze aggregated buy and sell changes across investors and quarter windows.
- Export support for screener results to XLSX, XLS, or CSV for offline research notes and spreadsheets.
Every detail we compared
Every tracked attribute for Simply Wall St and Valuesider, side by side.ShowHide
Every detail we compared
Every tracked attribute for Simply Wall St and Valuesider, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksETFsMutual FundsClosed-End FundsFundsBondsOptionsOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediate |
Target audience | Retail TradersLong-term InvestorsValue InvestorsGrowth InvestorsDividend Investors | Retail TradersPro RetailValue InvestorsLong-term InvestorsAnalystsStudents/Researchers |
Regions | North AmericaEuropeAPACAfrica | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker and CUSIP |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
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 | CSVExcel |
| Plans & trust | ||
Security & compliance | Encryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncPortfolio attributionTax lotsMulti-currencyCost basis: FIFO | Universe builder |
Vendor & support | Simply Wall Street Pty LtdCountry: AustraliaFounded 2014Support: Email | Valuesider LLCSupport: 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 | Free“Basic” |
| Entry paid plan | $120/yr≈ $10/mo“Premium”company reports per month: 30 · portfolios: 3 · +3 more | $204/yr≈ $17/mo“Premium annual” |
| Tier 2 | $240/yr≈ $20/mo“Unlimited”company reports per month: Unlimited · portfolios: Unlimited · +3 more | $25/mo“Premium” |
| Tier 3 | — | $444/yr≈ $37/mo“Elite annual” |
| Top plan | — | $55/mo“Elite” |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between Simply Wall St and Valuesider?
Simply Wall St leans toward stock ideas, screeners, and data visualizations, while Valuesider puts more weight on screeners, institutional ownership, and data visualizations. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do Simply Wall St and Valuesider cost?
Good news: both Simply Wall St and Valuesider have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Simply Wall St or Valuesider?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Can I use Simply Wall St or Valuesider on my phone?
Simply Wall St lists a dedicated mobile app, so it travels better. Valuesider doesn't list a dedicated mobile app; its documented access is web.
Should I choose Simply Wall St or Valuesider?
It depends on what you're after. Pick Simply Wall St if stock ideas and portfolio matter to you; go with Valuesider if you prefer its overall approach. And if you only need the basics both share, let price decide.
What asset classes do Simply Wall St and Valuesider cover?
Both cover stocks and ETFs. Valuesider adds mutual funds, closed-end funds, and funds on top.
Can I export data from Simply Wall St and Valuesider?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Are Simply Wall St and Valuesider 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 Valuesider?
Both Simply Wall St and Valuesider 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 Valuesider?
Simply Wall St handles portfolio tracking. Valuesider 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.