Simply Wall St
Investment portfolio management software
Financial services software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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Free TrialFree version
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- Agriculture, fishing, and forestry
- Manufacturing
What is Simply Wall St
Simply Wall St is a web and mobile investment research and portfolio tracking product focused on individual equities. It helps retail investors and self-directed users screen stocks, review company fundamentals, and monitor portfolios using visual summaries and model-based valuation and quality checks. The product emphasizes simplified, graphic-first analysis rather than institutional-grade terminals or advisor workflows.
Visual fundamental analysis summaries
It presents company fundamentals, valuation checks, and historical performance in a highly visual format designed for quick review. This can reduce time spent navigating dense financial statements for basic due diligence. The approach is oriented to self-directed investors who want an at-a-glance view rather than deep workstation-style analytics.
Portfolio tracking for individuals
It supports tracking holdings and watchlists so users can monitor performance and key changes over time. The portfolio view aligns with personal investing use cases more than enterprise portfolio accounting. This makes it easier to use for individuals compared with platforms built primarily for institutional research or advisory firms.
Broad market coverage approach
The product is designed to cover many publicly listed companies and provide consistent, repeatable summary outputs across them. That consistency can help with screening and comparing companies using the same framework. It is useful for users who want a standardized starting point before deeper research elsewhere.
Not an institutional research terminal
It does not position itself as a full workstation for professional research workflows, such as advanced modeling, deep dataset entitlements, or complex charting and analytics. Users needing extensive data exploration and professional-grade tooling may find the feature set limited. This can matter for analysts or investment teams with rigorous research requirements.
Limited advisor and enterprise workflows
It is not primarily built for registered investment advisor operations such as client onboarding, financial planning, proposal generation, billing, or compliance workflows. Organizations that need multi-client management and audit-ready processes may require additional systems. As a result, it fits better as an individual research tool than a full advisory platform.
Model-driven outputs require validation
The product relies on standardized models and rules to generate valuation and quality checks, which may not match a user’s assumptions or specific investment methodology. Users typically need to validate inputs, accounting treatments, and context (e.g., one-off items) with primary filings and other sources. Over-reliance on summaries can lead to missed nuances in company-specific situations.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Free | Price not listed on accessible site HTML (displayed dynamically in website UI) | 5 company reports/month; 1 portfolio (max 10 holdings); limited screener results; basic portfolio emails/insights; "Free forever" stated on site. |
| Premium | Price not listed on accessible site HTML (displayed dynamically in website UI) | 30 company reports/month; up to 3 portfolios (30 holdings each); 3 saved screeners; brokerage linking; unlimited important updates from holdings; weekly portfolio update email. |
| Unlimited | Price not listed on accessible site HTML (displayed dynamically in website UI) | Unlimited company reports; up to 5 portfolios (unlimited holdings); export to Excel/PDF; up to 10 saved screeners; full paid feature set. |
Notes: The official Simply Wall St plans & features are documented on their Plans page but the numerical prices are rendered dynamically in the site UI and were not present in the page HTML accessible to this crawler. Trial policy (up to 30 days, one trial per 12 months, approval at company discretion) is documented in the Terms and Conditions. Plan limits and feature specifics are documented in the Help Center (Understanding the Subscription Plan Limits).
Seller details
Simply Wall St Pty Ltd
Private
https://simplywall.st
https://x.com/simplywallst
https://www.linkedin.com/company/simply-wall-st/
