Our verdict
Simply Wall St turns company data into visual reports and is one of the easiest tools here to start with. It has a real free plan (5 company reports a month, 1 portfolio with 10 holdings, 5 watchlists and a limited screener), and every new account gets 7 days of Premium without a card.
Paid plans are shown with yearly billing: Premium at USD 10.95 a month (USD 131.40 a year) and Unlimited at USD 21.50 a month (USD 258 a year), with a 14-day full refund. Its market pages cover the US, UK, Germany and the UAE.
Who it is for, and who it is not for
Good fit if you are
- Beginners who prefer pictures and plain summaries over spreadsheets
- Investors with stocks in the US, UK, Europe or the UAE
- People who want to track a small portfolio and dividends for free first
Look elsewhere if you are
- Anyone who wants monthly billing: the plans page shows yearly billing
- Heavy screener users on the free plan, which shows only the top 4 results per screen
- People who need data export without paying for Unlimited
Key features
Company reports
Visual reports on each company: 5 a month on Free, 30 on Premium, unlimited on Unlimited. Simply Wall St says it covers over 120,000 stocks in 90+ markets.
Source: simplywall.stPortfolios and dividends
Free: 1 portfolio with 10 holdings. Premium: 3 advanced portfolios with 30 holdings each. Unlimited: no limits. Dividend analysis is limited on Free and full on paid plans. Broker sync is on paid plans.
Source: simplywall.stScreeners with alerts
A limited screener on Free (top 4 results), 10 saved screeners on Premium and unlimited on Unlimited.
Source: simplywall.stWatchlists and updates
5 watchlists on Free and 20 on Premium, with smart updates on paid plans.
Source: simplywall.stGlobal market pages
Market pages for the US, the UK (FTSE), Germany (DAX) and the UAE.
Source: simplywall.stSimply Wall St prices
| Plan | Billed monthly | Billed yearly | Notes |
|---|---|---|---|
| Free | Free | Free | |
| Premium | Not shown | $131.40$10.95 a month | 95 a month, billed yearly |
| Unlimited | Not shown | $258.00$21.50 a month | 50 a month, billed yearly |
Pros and cons
Pros
- Usable free plan, plus 7 days of Premium with no card
- Visual reports that are easy to read for beginners
- Covers 120,000+ stocks in 90 markets, including the US, UK and Europe
- 14-day full refund on paid plans
Cons
- Free plan allows only 5 company reports a month
- Paid plans are shown with yearly billing only
- Export to Excel and PDF needs the top plan
How Simply Wall St ranks for each job
We rank tools by job, not overall. We score every tool on the same published criteria, using facts from official pages and our own testing. How we score.
Simply Wall St alternatives
Frequently asked questions
Is Simply Wall St free?
Yes, there is a free plan with 5 company reports a month, 1 portfolio with 10 holdings, 5 watchlists and a limited screener.
How does the free trial work?
Every new account starts with 7 days of Premium. No credit card is needed. On day 8 the account moves to the Free plan unless you choose a paid plan.
Can I get a refund?
The plans page lists a 14-day full refund on paid plans.
Does it cover UK, European and UAE stocks?
Yes. It has market pages for the US, the UK, Germany and the UAE, and says it covers 90+ markets.
Can I pay monthly?
The plans page we checked shows yearly billing only. If a monthly option appears for you, compare the yearly total before you choose.
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