Simply Wall St (Free Plan)
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The Simply Wall St Free Plan is a great starting point for investors who want a visual and data-driven way to analyze stocks without paying for a premium service.
It provides access to fundamental stock analysis, allowing users to explore company valuations, financial health, earnings performance, and dividend potential using the Snowflake Analysis tool.
Investors can also create a watchlist with up to 50 stocks and track their portfolio’s performance, diversification, and risk exposure.
The Stock Screener helps filter stocks based on key metrics like growth, valuation, dividends, and financial health, making it easier to discover new opportunities.
However, there are key limitations—no real-time data, limited screeners, fewer alerts, and no access to advanced valuation tools.
- Portfolio tracking & analysis
- Stock screener filters
- Fundamental stock analysis
- Company reports insights
- Stock comparison tool
- Investing ideas & trends
- Watchlist & valuation tracking
- Dividend tracking insights
- Community stock narratives
- Earnings & financial health
- Sector & industry filtering
- Visual stock analysis tool
- Strong fundamental insights
- Stock screener filters
- Portfolio tracking features
- Dividend & valuation insights
- No real-time data
- Limited stock screeners
- No advanced charting
- Weak industry analysis
- Lacks analyst recommendations
Simply Wall St Portfolio Analysis: How To Use It?
We analyzed our portfolio using Simply Wall St’s reports and portfolio dashboard options:
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Portfolio Tracking & Analysis
Simply Wall St’s Portfolio feature helps investors track and analyze their investments in one place. You can't sync your brokerage account in the free plan, so you need to manually add your holdings.
Once your portfolio is set up, you get a holdings overview, showing how your investments are performing compared to the market.
The Portfolio Snowflake visually summarizes your portfolio’s strengths and weaknesses based on factors like valuation, growth, and financial health.
The analysis tools offer deeper insights, including key metrics and benchmarks, valuation assessments, and future growth projections for your holdings.
You can also check past performance trends, financial health indicators, and dividend insights to see how well your stocks are doing.
If you're a dividend investor, Simply Wall St helps you estimate your next 12 months’ income from dividends. You can track monthly income, current yield, yield on cost, and even future estimated payments.
For risk management, the diversification charts help ensure your investments aren’t too concentrated in one area.
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Stock Screener
The Stock Screener in Simply Wall St helps investors find stocks that match their specific criteria.
You can filter stocks based on key factors like past and future growth estimates, total score, price changes, financial health, dividends, past earnings, insider buying ratio, and debt-to-equity ratio—plus many more.
The screener also allows keyword filtering, making it easy to find stocks in a particular industry or theme.
For each stock, you’ll see essential data like company name, last price, 7-day and 1-year return, market cap, analyst target price, valuation score, growth potential, and dividend yield.
Simply Wall St also provides popular stock screeners, such as:
- Dividend Powerhouses (strong dividend-paying stocks)
- Undervalued stocks based on cash flows
- Small-cap stocks insiders are buying
- High-growth tech & AI stocks
- Fast-growing stocks with high insider ownership
- Undiscovered gems with solid fundamentals
The free version of Simply Wall St has limited access to screeners and alerts. This means fewer filtering options and no real-time alerts for stock movements.
Premium users get more advanced filtering and personalized notifications for investment opportunities.
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Fundamental Stock Analysis
Simply Wall St helps investors dive deep into a company’s key financial and market data with its broad fundamental data tool.
It starts with a stock overview, comparing your personal fair value estimate with the community’s view.
You can also add notes, track competitors, and review price history & performance to see how the stock has moved over time.
For real-time insights, it includes recent news & updates along with price volatility and shareholder returns, helping you gauge a stock’s stability.
The corporation fundamentals summary gives a snapshot of the company’s size, structure, and business model.
You also get access to detailed earnings & revenue reports, showing how the company has performed financially.
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Community
Simply Wall St allows investors to create and share narratives about stocks, all based on real numbers and valuation insights.
These narratives help investors understand why a stock might be a good or bad investment.
You can also value any stock for free in seconds, using Simply Wall St’s data-driven tools. Plus, you’ll receive alerts and valuation updates, keeping you informed about changes in your selected stocks.
The community section also offers weekly stock picks, providing insights into trending or high-potential investments.
You can participate in discussions, exchange ideas with other investors, and refine your investment strategy with real-time data and community insights.
Simply Wall St’s Features: What Else Stands Out?
We explored Simply Wall St’s standout features, from company reports to alert tools and investing ideas:
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Watchlist
With Simply Wall St watchlist, investors can track up to 50 stocks in one place. You can create and add stocks to your watchlist, keeping an eye on potential investments.
The platform allows you to set a fair value estimate for each stock, helping you decide if it's a good time to buy. You can also select a narrative from the community, gaining insights from other investors.
When you're ready, you can add stocks from your watchlist to your portfolio for deeper analysis. It’s a simple way to stay informed and make smarter investment decisions.
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Company Reports
The Company Reports feature in Simply Wall St gives investors detailed insights into individual stocks.
Each report breaks down key aspects of a company, including valuation, future growth potential, past performance, financial health, dividends, and overall risks.
These reports are designed to be easy to understand, even for beginner investors, using visual tools like the Snowflake analysis to highlight a stock’s strengths and weaknesses.
With a free account, you can access up to five Company Reports per month, allowing you to research potential investments before making decisions.
Each report provides data-driven insights, helping you assess whether a stock is undervalued, growing, or financially stable.
For investors who want more reports and deeper analysis, the premium version allows 30 company reports.
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Investing Ideas
The Investing Ideas feature in Simply Wall St helps investors discover potential opportunities based on different themes and strategies.
It offers curated stock lists, such as undiscovered gems with strong fundamentals, fast-growing stocks with high insider ownership, high-growth Tech, AI stocks, and renewable-energy stocks.
You can also browse all stocks and filter them by market and industry, making it easy to explore investment opportunities worldwide.
Additionally, the Markets section lets you filter by sector and industry, helping you focus on specific areas of the market.
Whether you're looking for undervalued opportunities, trending tech stocks, or sustainable energy companies, Investing Ideas provides inspiration backed by data.
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Alerts
Using Alerts in Simply Wall St keep investors updated on important changes in their portfolio and watchlist.
These alerts notify you about valuation changes, price movements, financial health updates, and new investment insights.
It also provides real-time Risk & Reward Updates, helping you stay informed about potential opportunities and risks in your holdings.
By receiving timely alerts, investors can make quicker, more informed decisions without constantly monitoring the market.
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Stock Comparison Tool
The stock comparison tool makes it easy to compare two stocks.
The comparison includes the features available within the fundamental analysis such as valuation, past performance, future growth, financial info, dividends, and health analysis.
Limitations & Drawbacks
Simply Wall St is a great tool for visual stock analysis, but it has some limitations compared to competitors:
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Shallow Technical Analysis Tools
While Simply Wall St is strong in fundamental analysis, it lacks technical analysis tools that traders use for short-term decisions.
Simply Wall St provides price history and volatility insights, but without in-depth charts, moving averages, RSI, or MACD indicators, active traders may need another platform.
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No Personalized Analyst Coverage or Proprietary Research
Unlike competitors such as Seeking Alpha Premium or Motley Fool, Simply Wall St does not offer in-depth stock research, proprietary reports, or analyst coverage.
While its valuation models and financial health assessments are useful, there are no exclusive stock recommendations, deep-dive articles, or expert insights beyond the numerical data.
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Weak Industry & Sector Analysis
Simply Wall St allows users to compare competitors, but its industry and sector analysis is less comprehensive than platforms like MarketBeat, Morningstar, or Zacks.
While it does offer market-wide filtering, it lacks deeper insights into industry trends, sector performance, and macroeconomic factors influencing stock movements.
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Limited Stock Rating System
Simply Wall St relies heavily on its Snowflake analysis, which provides a simple visual summary of a stock.
However, it lacks a detailed rating system like Morningstar Investor or Zacks Premium, which assign specific buy, hold, or sell ratings based on deeper financial modeling.
Investors looking for analyst-driven recommendations may find the platform’s scoring system too basic.
Who Benefits Most from Simply Wall St?
Simply Wall St is best suited for investors who prefer data-driven fundamental analysis with easy-to-understand visuals. Here are types of investors who may benefit from it:
- Beginner Investors: Perfect for those new to investing, thanks to simple visuals, easy explanations, and a structured way to analyze stocks without complex jargon.
- Fundamental Analysts: Offers a solid financial health check, valuation models, and earnings performance analysis for those who prioritize company fundamentals over technical indicators.
- Thematic Investors: Useful for those interested in specific trends like AI, renewable energy, or undervalued small caps, with built-in investing idea screens.
Simply Wall St Weaknesses: Who Should Look Elsewhere?
Simply Wall St is great for fundamental analysis, but it may not be the best fit for certain types of investors:
- Day Traders: Lacks real-time data, advanced charting, and intraday price movements, making it unsuitable for those who need fast execution and technical indicators.
- Technical Traders: Doesn’t offer detailed candlestick charts, moving averages, RSI, MACD, or other key trading signals, which are essential for short-term trading strategies.
- Options and Derivatives Traders: No support for options, futures, or derivatives analysis, so traders focusing on complex strategies will need other platforms.
- Investors Who Want Analyst Opinions: Doesn’t provide proprietary stock recommendations, expert analysis, or research reports, unlike platforms that offer buy/sell ratings from professionals.
Simply Wall St Free vs Premium: Worth To Upgrade?
Simply Wall St Free provides basic stock research tools, including limited stock reports, one portfolio with 10 holdings, and access to community insights.
However, the Premium plan unlocks advanced features like unlimited watchlists, deeper financial analysis, 30 company reports per month, and expanded portfolio tracking with brokerage integration.
Plan | Subscription | Promotion |
|---|---|---|
Simply Wall St Premium | $120 ($10 / month)
No monthly plan
| 14-day money-back guarantee |
If you're a long-term investor who relies on fundamental analysis and portfolio tracking, upgrading to Premium is worth considering.
However, active traders or those needing technical indicators may find better options elsewhere.
FAQ
Yes, Simply Wall St has a mobile app available for both iOS and Android, allowing users to access stock analysis and portfolio tracking on the go.
No, Simply Wall St does not support cryptocurrencies, as it focuses on fundamental analysis for stocks.
Yes, the platform provides analysis for thousands of stocks across global markets, including the US, UK, Canada, Australia, and many more.
Stock data is updated daily, but some information like valuation metrics and financial reports may refresh on a quarterly or annual basis.
No, Simply Wall St does not currently allow data exports or downloadable reports, limiting external analysis.
No, the platform does not provide real-time prices—quotes are delayed, making it less suitable for active traders.
The fair value estimates are based on financial models, but may not fully reflect real-world factors like news events or industry disruptions.
While it’s a great tool for retail investors, professionals may find its analysis too basic compared to platforms like Bloomberg Terminal or FactSet.
Review Free Stock Analysis Tools
Investment Analysis & Research Tools : Review Methodology
At The Smart Investor, we evaluated free investment research platforms based on the quality and depth of their features compared to other free alternatives. Each platform was rated based on the following criteria:
- Fundamental Analysis Tools (25%): We assessed the availability of key financial data, including income statements, balance sheets, cash flow, valuation metrics, and analyst estimates. Platforms with more in-depth historical data, forward-looking projections, and research reports scored higher.
- Technical Analysis Features (20%): We examined the variety and quality of technical indicators, charting tools, and real-time price data. Platforms that offered customizable interactive charts, trend analysis, and multiple timeframes received better ratings.
- Stock Screener & Free Filters (15%): A strong stock screener is crucial for research, so we rated platforms based on the number and depth of filtering options. Higher scores were given to platforms that allowed customized searches using fundamental, technical, and sector-based criteria.
- Portfolio Tracking & Alerts (15%): We reviewed the ability to track multiple portfolios, set up watchlists, and receive alerts on stock movements. Platforms offering real-time updates, dividend tracking, and personalized notifications ranked higher.
- Ease of Use & User Experience (15%): Platforms were rated on their design, navigation, and accessibility across devices. Those with intuitive layouts, easy-to-read data, and smooth user experiences received better scores.
- Additional Perks & Limitations (5%): We considered unique tools, premium research access, and potential feature restrictions. Platforms with added perks like AI analysis or fewer paywalls scored higher, while those with aggressive ads or major limitations were rated lower.
- Community & Social Features (5%): Platforms with investor discussion forums, sentiment tracking, or social trading features were rated higher. Those lacking community-driven insights or engagement tools scored lower.
