Simply Wall St
simplywall.st
Fundamental research as visual reports and the Snowflake score, covering 120,000 stocks in 90 markets, with a portfolio tracker and a limited free plan.
What it is
Simply Wall St turns company fundamentals into visual reports. Each stock gets a Snowflake graphic scoring value, future growth, past performance, financial health and dividends, followed by charts on valuation, ownership, earnings and risks. The data comes from S&P Global Market Intelligence and covers about 120,000 stocks across 90 markets. There is also a screener built on the Snowflake criteria, curated investing themes, community Narratives where users write a thesis and fair value for a stock, and a portfolio tracker that imports holdings and calculates returns and dividends.
The plans are sized by how many company reports you can open and how many holdings you track. Free allows five company reports a month, one portfolio of up to ten holdings, one saved screener showing its top four results, and ads. Premium raises that to 30 reports a month, three portfolios of 30 holdings, unlimited screener results, the Charlie AI assistant, broker sync and no ads. Unlimited removes the report and holding caps and adds Excel and PDF export.
Every new account starts with seven days of Premium without a credit card and then drops to Free automatically. Paid prices are shown at checkout after registering rather than on the public plans page.
Key features
- Snowflake analysis
- A one-graphic summary of value, growth, past performance, financial health and dividends for each company.
- Company reports
- Visual reports on valuation, ownership, earnings and risks; 5 a month on Free, 30 on Premium, unlimited on Unlimited.
- Screener and alerts
- Filter global markets by Snowflake criteria and get notified when stocks match; Free shows only the top 4 results.
- Portfolio tracker
- Transaction-based tracking with AI import, returns, dividends and currency effects; broker sync on paid plans.
- Community Narratives
- Investors publish a thesis and fair value estimate for a stock that others can follow and compare.
- Charlie AI
- An AI assistant for research questions, included on Premium and Unlimited.
Pricing
| Plan | Price | What you get |
|---|---|---|
| Free | $0 | 5 company reports a month, 1 portfolio of 10 holdings, 1 screener with top 4 results, ads |
Premium (30 reports a month, 3 portfolios of 30 holdings, Charlie AI, broker sync, no ads) and Unlimited (no report or holding caps, Excel and PDF export) are sold, but their prices are shown only after registering, not on the public plans page. New accounts get 7 days of Premium with no card.
Free option: Five company reports a month, one portfolio of up to ten holdings, three watchlists of 50 stocks, one screener showing its top four results and limited curated ideas, with ads. New accounts start with seven days of Premium.
Checked September 25, 2026 on simplywall.st. Prices change; confirm on the provider's site before you subscribe.
Strengths
- Fundamentals presented visually, quick to read for non-analysts
- Global coverage of about 120,000 stocks in 90 markets from S&P Global data
- Portfolio tracking with dividends, currency effects and annualized returns
- Seven-day Premium trial without a credit card
Limitations
- Free plan is capped at five company reports a month
- Paid prices are not listed on the public plans page
- Fundamentals only: no options data, intraday charts or trading
- Excel and PDF export only on the top Unlimited plan
Good fit for
- Long-term investors who prefer visual summaries to ratio tables
- Investors who hold stocks across several countries
- Investors who want research and portfolio tracking in one app
Look elsewhere if
- Active traders who need charts, options or real-time data
- Analysts who want raw data to build their own models
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Simply Wall St questions
Is Simply Wall St free?
Yes, there is a free plan with five company reports a month, one portfolio of ten holdings and a limited screener. New accounts get seven days of Premium first.
What is the Simply Wall St Snowflake?
A graphic that scores a company on value, future growth, past performance, financial health and dividends so you can compare stocks at a glance.
What does Premium add over Free?
30 reports a month instead of 5, three portfolios of 30 holdings, unlimited screener results, the Charlie AI assistant, broker sync and no ads.
Where does Simply Wall St get its data?
Financial data is provided by S&P Global Market Intelligence; the analysis is Simply Wall St's own.
Does Simply Wall St cover US stocks?
Yes. NYSE and Nasdaq are covered along with about 90 other markets.
Written from Simply Wall St's own website and documentation. All Trading Tools lists and compares tools; it does not recommend trades or give financial advice. Sources: simplywall.st, simplywall.st/plans.