If you’ve ever felt buried under endless spreadsheets and financial jargon, you’re not alone.
That’s where Simply Wall St comes to the rescue. The platform takes professional-grade data and turns it into clean, visual insights that make stock research far easier to digest.
In this Simply Wall St review, I’ll break down the tools, pricing, and features so you can see whether it’s a platform worth adding to your investing toolkit.
What is Simply Wall St?
Simply Wall St is a stock research and portfolio tracking platform built to simplify how people approach investing.
Instead of combing through balance sheets or trying to decode analyst reports, the platform organizes everything into clear, visual formats that anyone can understand.
At the core is its unique “Snowflake” system, which gives a quick snapshot of a company’s valuation, growth potential, financial health, past performance, and dividend outlook.
What makes Simply Wall St appealing is that it doesn’t stop at company reports.
Members can explore new opportunities through a customizable screener, keep tabs on watchlists, and track entire portfolios with real performance metrics that include dividends and currency effects.
Because the platform covers global markets, you aren’t limited to just U.S. stocks, you can research companies from Europe, Asia, and beyond.
>> Already sold? Sign up now to save big. <<
What Does Simply Wall Street Do?
The service provides the information to help each user make the wisest investment decision possible.
Simply Wall St offers unique visual reports that showcase:
- The value of stocks
- Growth forecast
- Risk and rewards
- Potential insider trading
- And much more
Is Simply Wall Street Free?
There’s a free version of Simply Wall Street that you don’t need to spend a dime to use, but you’re limited to just five company reports per month and a handful of other features.f you want access to more content, you’ll need to sign up for a paid subscription.
>> Join now for instant access to great stock picks<
Who Owns Simply Wall St?
Simply Wall St is based in Sydney, Australia.
It was founded in 2014 by local entrepreneur Al Bentley, the CEO of the company.
Bentley is a self-taught investor who has vast experience dealing with stocks, learning from initially painful experiences, and relying on emotional intelligence to make key investment decisions.
Through Simply Wall St., Bentley shares his knowledge to help others build a stronger stock portfolio.
The startup has a wide consumer base, with over four million customers spanning 170 countries, with the platform covering all markets globally.
It launched its Beta to the United States, United Kingdom, and Australia in 2015, enjoyed a $600,000 seed round that same year, and subsequently garnered its first paying customers in 2016.
Simply Wall St. also raised $1.8 million from its customers in 2017 to further fund its initiative.
Simply Wall St Review: What’s Included?
Simply Wall St. has several key features that provide all the data necessary to help you make key investment decisions and buffer your own portfolio.
The features include:
- Company Reports
- Stock Screener
- Portfolios
- Stock Analysis Reports
- Watchlists
- Risk & Reward Updates
Keep reading our Simply Wall St review for a full breakdown of each feature.
>> Sign up now to access these tools <<
Company Reports
Simply Wall St provides unique, in-depth visual stock reports for the over 100,000 stocks that it covers, examining various companies, their price targets, and their potential.
The reports include a look at the risk and rewards involved with specific stocks, informing you about the potential red flags and opportunities you need to be aware of.
Key insights are extracted each day through their in-depth stock analysis, and financial data is explained to help you understand whether the stock should be invested in or not.
For example, a company’s balance sheet may be promising, and trading is going on at fair value, but the company may have negative shareholder equity and high levels of debt.
The reports also show the growth forecast for various companies, allowing you to see their predicted annual earnings and get insight based on consensus professional analysis.
The reports also provide insights on:
Valuations
You will also find companies and their valuations, including their current price and fair value.
Simply Wall St’s analysis will help you to understand if the stock’s values are undervalued, overvalued, or about right, based on future expected cash flows.
Financial Health Analysis
Simply Wall St also offers detailed financial health analysis, allowing you to best understand a company’s balance sheet.
The financial health analysis covers everything from assets to liabilities, showing you whether a company has enough assets to cover its liabilities, both in the short and long term.
Furthermore, it covers debt, the current cash runway, and equity.
>> Get the full analysis when you join now <<
Dividend Payers
The company reports also examine dividend payers.
You can understand the dividends per share based on historical, current, and projected payments made by shareholders, then compare these payments to the industry and market standards.
>> Get the scoop on dividends here <<
Management
Simply Wall St’s also delves deeply into the company’s investment profile and the management share purchases made.
You can assess whether the right leadership structure is in place for the company in question, thanks to the management and board profiles, plus a detailed analysis of leadership capabilities and their management tenure
Insiders
Finally, you get a behind-the-scenes look at which insiders have purchased shares.
Find out which people or institutions have been consistently backing companies, listing the share price, the insiders who bought the shares, and the sell/buy rate.
Stock Screener
Another key feature offered by Simply Wall St is its stock screener.
The screener helps discover promising investment opportunities that align with their respective investment styles.
The unique snowflake screener helps you to narrow down various company stocks.
You can determine the past performance of stocks, see if they have high dividend payers, understand their value, and earmark their growth potential.
With advanced filters, the stock screens let you screen popular metrics like:
- Price ratios
- Past performance
- Growth forecasts
- Financial health
>> Get instant access when you sign up now <<
Portfolios
You can create your own portfolio on Simply Wall St.
To do so, you can go to the My Portfolios tab on the Simply Wall St website, create your name, and then select the base currency for your portfolio.
The selected base currency will be your conversion basis once you enter multicurrency transactions.
From there, you can input your current investments and unlock metrics to track how you’re doing.
There are several different types of portfolios you can create depending on your need, even drawing in things like dividend payments.
Thanks to the help of AI, you can import most portfolios with a CSV file and Simply Wall St will read, format, and map your data.
I’ve found that this step takes mere moments even if you have a lot of investments.
Additionally, you can see sample portfolios of individual investors and companies to get a better idea of portfolio stocks, diversification, return on investment, and portfolio volatility.
Stock Analysis Reports
The stock analysis reports from Simply Wall St include an executive summary, plus stock share prices and news pertaining to featured stocks.
With each stock research report, you can also view other dividend payers for the stocks and get financial health analysis for the stocks and future growth potential.
The valuation aspect of the stock analysis reports uses a discounted cash flow calculation to calculate the fair value of different stocks.
The calculation is done every six hours on the stock market.
Watchlists
Simply Wall St gives you the option to build watchlists, which work like a personal shortlist of companies you want to keep an eye on.
Instead of manually checking stock prices or updates across multiple sources, the platform centralizes everything for you. Once a company is added to your watchlist, you’ll see the same visual breakdowns and valuation insights that apply to portfolio holdings.
The benefit here is that you can monitor potential investments over time, track how their fundamentals evolve, and be ready to act when conditions align with your strategy, all without cluttering your main portfolio.
Risk & Reward Updates
You can also get access to Risk & Reward Updates, which give you a snapshot of both red flags and opportunities at a glance.
These updates show up in your screener alert emails, along with one-year price performance, so you get practical insights delivered straight to your inbox.
Recent improvements have also upgraded the Portfolio Snowflake, which now aggregates risks and rewards across all your holdings.
This means you can quickly see where your portfolio is strong and where potential weaknesses might exist. Instead of manually tracking dozens of factors, the platform pulls it together into one simple visual, helping you balance opportunity with caution.
Alerts
To cap this impressive list of features off, users can get alerts for their portfolios, watchlists, and screeners.
Because these alerts cover some of Simply Wall St’s best features, you’ll instantly know when a stock you’re eyeing reaches a critical price point, something new pops up on the scanner that fits your criteria, or one of your investments suddenly takes a turn for the worse.
This neat little customization tactic keeps you in the know on your investments and potential opportunities without having to sit in front of your computer all the time.
You choose what you want these alerts to look like too, so you’re not bombarded with information you didn’t sign up for.
>> Get the latest stock picks when you join now <<
Is Simply Wall St Legit?
Yes, Simply Wall St is a legitimate and widely trusted research platform.
The company operates under the legal name Simply Wall Street Pty Ltd and is registered in Australia as a Corporate Authorized Representative of Sanlam Private Wealth Pty Ltd, which places it under a regulated financial framework.
It pulls stock data from places like S&P Global Market Intelligence, a leading provider of financial information, which ensures the reports and valuations you see are built on reliable sources.
The platform is used by millions of members worldwide, from beginners to experienced analysts, and its leadership team, headed by CEO Al Bentley, is publicly transparent.
User feedback highlights its visual approach, ease of use, and fair pricing as key advantages.
For anyone interested in long-term investing or building confidence with clear, data-driven insights, Simply Wall St offers both credibility and value.
Indicators of Quality Investments According to Simply Wall St
Simply Wall St uses four main indicators to analyze and identify the investments it provides to members. Let’s unpack each one now.
Foundation and Financials
The crew at Simply Wall St places utmost importance on investing in companies with a strong foundation. This means a solid executive suite alongside healthy finances.
These two components, in tandem, help businesses overcome obstacles such as economic downturns and operational challenges. A positive outlook here paints a huge picture for the longevity and success of the organization as a whole.
It’s common for Simply Wall St to investigate cash flow, debt levels, and profitability among other metrics.
Growth Prospects
Few investors are going to pursue a company without growth prospects, and that’s no exception here. By looking into its plan for reaching new heights, the Simply Wall St team can assess which businesses are actually on the right path.
In most cases, Simply Wall St looks at a company’s past performance as well. While not a firm indicator of future growth, the writing’s on the wall.
The platform taps into a number of analytics for pulling out these factors. Innovative approaches, sales, and expanding market share all play a part.
Value Over Price
Price is by nature speculative, but a company’s value is a little more concrete. In Simply Wall St’s eyes, a quality investment’s value will always stand higher than the price it currently represents.
By honing in on value, the platform is able to look beyond market noise to see what really makes a company tick. That valuation often provides other vital metrics along with its trajectory.
Dividend Income
By evaluating a company’s dividends, the Simply Wall St team can make sound judgments about the underlying stock.
They look beyond current payouts, scanning for a history of dividend growth and consistency. Organizations with a spotty past are suspect.
Plus, steady returns add an incentive to the investment as an additional source of income.
How to Sign Up For Simply Wall St?
You’ll need to follow these three easy steps when you’re ready to start up a Simply Wall St account.
Step 1: Click the Link in This Review
The quickest way to join Simply Wall St is to navigate to their website using the link you’ll find in this review, where you can get up to 40% off the sticker price.
This ensures you get to the right platform without having to fight with a search engine. Best of all, you’re supporting the Stock Dork at no additional cost to you!
Step 2: Follow the “Create a Free Account” Link
Once on Simply Wall St’s website, click the bright blue “Create a Free Account” button at the top right of the page. This will kick off your registration, where you’ll need to provide your first name, email address, and password.
It’s free to join, and you don’t even need to input credit card details for a free membership.
Step 3: Decide Which Plan Serves You Best
After you’ve spent a little time on the website, navigate over to the pricing plans to see which one fits the requirements you need. Feel free to stay with the Free plan or choose a paid option that allows more reports, portfolios, and watch lists.
If you opt for a paid membership, you will need to input your credit card information to proceed.
All the New Updates
-
User Base Growth
-
Changed from 4 million to 7 million+ active investors worldwide.
-
-
Coverage Adjustment
-
Now covers approximately more than 120,000 stocks worldwide and 90 global markets.
-
-
New Features
-
Community Narratives & Market Insights: User-generated write-ups and weekly curated briefs under the “Investing Ideas” tab.
-
Dividend Tracker Dashboard: Dedicated interface for tracking historical and projected dividend income, with benchmarks against peers.
-
Transaction-Based Portfolios (launched Feb 28, 2025): Automatically factors in buys, sells, dividends, and splits to deliver a true performance return.
-
-
ETF & Sector Tools
-
Introduced 15 thematic ETFs (e.g., Clean Energy, Digital Infrastructure, Emerging Markets Tech).
-
-
Pricing & Plans
-
Tier names and annual billing remain the same—Free ($0), Premium ($10 /mo billed yearly), Unlimited ($20 /mo billed yearly)—with identical report limits and watchlist allowances.
-
Simply Wall St Review: Pros and Cons
During our Simply Wall St review, we found a lot of positives to using this service, but there are some downsides as well.
Let’s take a look at the pros and cons.
Pros
- Comprehensive stock analysis
- Powerful stock screener
- Rock-solid reputation
- Great for visual learners
- Affordably priced
Cons
- Free version could offer a bit more
- Could be easier to edit your own data
>> Join now to start enjoying these benefits <<
Simply Wall Street Reviews
Its detailed information, along with its illustrations, has earned Simply Wall St a strong reputation with its consumer base a graphical format that people can easily understand.
These reviews give you a quick snapshot of why Simply Wall St has increasingly gained plaudits from customers and mainstream media.
Simply Wall St Review: Pricing
Simply Wall St has three types of plans, all of which could fit into most budgets.
There is a free plan and paid plans, like the premium plan and unlimited plan included with the stock education service. We analyzed all of them in our Simply Wall St review.
Free Plan
The free plan is the most basic plan offered and is infinitely free.
With the plan, you get access to analysis on global markets and unlimited watchlists.
Five portfolio stocks are analyzed for your benefit, and you get just as many company reports each month.
With the free and paid plans, you can start an account on Simply Wall St using your Google email.
Premium ($10.95/month, billed annually)
Simply Wall St’s premium plan is a monthly $10.95 plan that similarly affords you global market access and unlimited watchlists while also giving you access to its stock screener.
You get six times the company reports and portfolio stocks analyzed, with 30 each.
You can take a free trial with the premium plan to test out the waters.
Unlimited ($21.50/month, billed annually)
The unlimited plan from Simply Wall St is their most expensive subscription, as you pay $21.50 monthly to access everything their service offers.
In addition to the global market access and watchlist that are standard when using Simply Wall St, you get an unlimited number of company reports and stock analysis.
You can also use the stock screener and get different types of exporting methods, whether for Excel spreadsheets or PDFs.
Simply Wall St Discount
As mentioned above, Simply Wall St allows you to capitalize on a 7-day free trial with its premium plan.
You can only get one free trial within a 12-month period, with the approval of trials at the sole discretion of Simply Wall St.
At the conclusion of the trial period, your account automatically defaults to the free plan, and you will have to pay for one of the paid plans to access the full features again.
>> Claim your FREE trial HERE!<<
Simply Wall St Cancellation Policy
Simply Wall Street users can cancel their accounts at any time.
However, the service does not offer full refunds should you decide to discontinue your account after the 14-day money-back guarantee period.
According to their terms and conditions, you can get a partial refund.
But, whether you’re eligible for the partial refund is at the sole discretion of the company.
Simply Wall St offers a 14-day money-back guarantee for every new subscriber from the sign-up date.
If you ask for a refund after the 14-day period, the service will assess whether your case for a refund is valid.
Simply Wall St Review: Is It Right for Me?
When deciding if Simply Wall St is the right fit, it helps to think about how you approach investing.
This platform is built around fundamentals, so it’s best suited for people who want to make decisions based on data rather than speculation.
If you’re the type who likes to dig into company financials but doesn’t have time to sift through pages of reports, the visual approach here can save you hours.
The Snowflake system and fair-value models make it surprisingly easy to get a quick sense of whether a stock deserves a closer look.
That being said, this Simply Wall St review wouldn’t be complete without pointing out who might not benefit as much.
Active day traders who rely on technical charts or real-time intraday data may find the platform lacking, since it’s not designed for short-term trading strategies.
However, for long-term investors who want clear insights, customizable screeners, and easy portfolio tracking across global markets, it delivers strong value.
The tiered pricing also makes it accessible, allowing you to start small and upgrade as your needs grow.
Simply Wall St Review: Platform Differentiators
Based on a thorough review of Simply Wall Street, the platform really stands out when it comes to visual data representation. Think of it as a visual translator that turns complex financial jargon into easy-to-understand visuals.
In addition, the Discover tool and stock screener stand out and serve as your personal research assistants. They sift through companies based on criteria like growth rates or debt levels, directing you toward options that align with your goals.
This user-friendly design cuts through the clutter, offering you insights that are both actionable and easy to understand. You don’t need a finance degree; the platform does the heavy lifting for you.
The focus here is on clarity and ease of use. The platform takes the guesswork out of financial research, making your decision-making process less stressful and more efficient.
Simply Wall St Review: Is It Worth It?
In summary of our Simply Wall St review, we conclude this service is worth your time and money if you want to effortlessly compile valuable data about stocks.
This is a great tool for almost anyone, but it would likely draw massive appeal from visual learners.
You can add stocks in a few minutes and access institutional-quality data to help you make an educated investment decision in the stock market.
You also get access to valuation, past earnings, financial health analysis, watchlist, and graphs, like the snowflake graph, to show you all of the intricacies that determine the validity of a stock and the company that holds shares.
With a wide range of options, plans, and analysis tools, Simply Wall St is a great resource to help you strengthen your portfolio in unprecedented ways.
You should definitely keep this on your radar if you’re looking for an affordable, accessible platform for analyzing complex market data.
>> That’s it for our Simply Wall St Review. Click here to join now! <<
Tags: