Simply Wall St
Visual stock research, screeners and portfolio tracking for retail investors
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Pricing
Freemium
Free trial
Yes
Company
Simply Wall Street Pty Ltd
Platforms
What is Simply Wall St?
Simply Wall St is a stock research and portfolio tracking platform. It covers more than 120,000 stocks across 90 markets, with financial data from S&P Global Market Intelligence. Its company reports are visual and cover past performance, valuation, growth forecasts, financial health, dividends, management and insider transactions.
Investors can sync portfolios from more than 2,000 brokers. The platform then tracks realized and unrealized gains, dividends, currency effects and annualized return (IRR). A "Portfolio Snowflake" gives a summary of portfolio health. Other tools include a stock screener with match alerts, a Discovery Hub of curated investing themes, watchlists with daily alerts, Community Narratives for sharing stock valuations, and an AI assistant called Charlie.
The platform suits retail investors who want fundamental research presented visually. It runs on the web, iOS, Android and as a Chrome extension. There is a Free plan, and new accounts get 7 days of Premium without a credit card.
Key features
- Visual reports on 120,000+ stocks in 90 markets
- Portfolio sync with 2,000+ brokers
- Return tracking including dividends, currency effects and IRR
- Stock screener with alerts for new matches
- Dividend quality assessment and income forecasts
- Daily watchlist alerts on earnings, valuation and insider trades
- Community Narratives for sharing stock valuations
- Charlie AI assistant
Use cases
Who it's for
Researching a stock
Read a visual report on a company's valuation, financial health, growth forecasts and insider activity before buying.
Tracking a multi-broker portfolio
Sync accounts from different brokers to see total returns, dividends and currency effects in one place.
Finding investment ideas
Use the screener or the curated themes in the Discovery Hub to find growth, value or dividend stocks.
Planning dividend income
Check dividend quality and forecast future income from your holdings.
Simply Wall St pricing
From the vendor's site, checked Nov 2, 2026; we re-check prices monthly. Prices change — confirm on their pricing page.
Free
Free
- 5 company reports per month
- 1 standard portfolio, 10 holdings
- Top 4 screener results
- 3 watchlists of up to 50 stocks
Premium
Not listed
- 30 company reports per month
- 3 advanced portfolios, 30 holdings each
- Unlimited screener results
- All-time equity curve history
Unlimited
Not listed
- Unlimited company reports
- Unlimited advanced portfolios and holdings
- Unlimited dividend analysis
How Simply Wall St compares
- Simply Wall St has a free plan, like 3 of the 4 alternatives below.
| Tool | Starts at | Free plan | Free trial | API | Open source | |
|---|---|---|---|---|---|---|
| SSimply Wall St | — | — | — | |||
K Koyfin | $39/mo | — | — | — | Simply Wall St vs Koyfin | |
T TradingView | — | — | — | Simply Wall St vs TradingView | ||
S Seeking Alpha | — | — | — | — | Simply Wall St vs Seeking Alpha | |
A AlphaSense | Quote | — | — | — | — | Simply Wall St vs AlphaSense |
The closest alternatives in our directory by category. “Starts at” is the cheapest paid plan per month, as each vendor lists it.
Pros and cons
Strengths
- Free plan includes 5 company reports a month and 1 portfolio
- 7-day Premium trial with no credit card required
- Covers 120,000+ stocks across 90 markets
- Available on web, iOS, Android and Chrome
Limitations
- Free plan shows only the top 4 screener results
- Free plan limits each portfolio to 10 holdings
- Paid plan prices are not shown in the plan comparison
- No public API listed
Simply Wall St FAQ
Is there a free plan?
Yes. The Free plan includes 5 company reports a month, 1 portfolio with up to 10 holdings, and 3 watchlists.
Is there a free trial?
Yes. New accounts get 7 days of Premium without a credit card. On day 8 the account moves to the Free plan, and nothing is charged unless you choose to subscribe.
Which platforms does it support?
Web, iOS, Android and a Chrome extension.
Where does the data come from?
Financial data is provided by S&P Global Market Intelligence.
Can I connect my brokerage account?
Yes. Portfolio sync supports more than 2,000 brokers.
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Simply Wall St
Freemium
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