Review
Simply Wall St review
Long-term investors who want a quick visual view of a company.
We check it out so you don’t have to.
Disclosure: Some links on this page are affiliate links. If you buy through them, we may earn a commission at no extra cost to you. We only recommend things we believe are useful. Read our full disclosure.
- What it is
- Stock research and portfolio tracking
- Best for
- Everyday investors who want company research shown in simple visuals
- Price
- Free plan; Premium $131.40/yr, checked October 26, 2026
- Prices checked
- October 26, 2026
We researched Simply Wall St's official pricing, plan terms, product pages and help documentation. We haven't used Simply Wall St ourselves, so this is a research-based review, not a hands-on test.
Who it’s best for
- Long-term investors who want a quick visual view of a company.
- Beginners who find financial statements hard to read.
- People who want to track a portfolio’s dividends and returns.
Who should skip it
- Probably not the best fit if you trade actively and need real-time charts.
How it works day to day
This part draws on Simply Wall St’s own product pages, help center and documentation, read October 26, 2026 (listed under Sources). We haven’t used Simply Wall St ourselves.
Day to day, you look up a company to see its snowflake summary and report, run screeners for investing ideas, and check how your portfolio and dividends are doing.
Key features in use
- Visual company reports.
- Stock screeners and alerts.
- Portfolio tracking and returns.
- Dividend analysis.
- Charlie AI assistant on paid plans.
Setup and learning curve
You sign up for free, get 7 days of Premium, and add your holdings or connect a broker.
Integrations
Paid plans can sync portfolios from supported brokers and import transactions.
Support
Simply Wall St has a help center and email support.
Real-world use cases
- A new investor checks a company’s health before buying.
- A dividend investor tracks income.
- A saver screens for undervalued stocks.
What it costs
Prices checked October 26, 2026, from Simply Wall St’s own pricing page unless noted. Prices change often, so check the official page before you buy.
- Free: 5 company reports a month, 1 portfolio of 10 holdings.
- Premium: $18.99 a month or $131.40 a year; 30 reports a month, 3 portfolios, Charlie AI and broker sync.
- Unlimited: $35.99 a month or $258 a year; unlimited reports and portfolios, Excel and PDF export.
- US prices from Simply Wall St’s own billing price list, read October 26, 2026; prices vary by country.
- New accounts get 7 days of Premium free, no card; cancel anytime in settings.
What we like
- Visual "snowflake" summaries of company value, growth and health.
- Covers stocks in many markets.
- Free plan and a 7-day Premium trial with no card.
- Portfolio tracking with broker sync on paid plans.
- Cancel anytime in settings.
What to watch for
- Not built for day trading.
- Free plan limits reports to 5 a month.
- Prices vary by country.
The fine print
- Paid features stay until the end of the billing period after you cancel.
- Sales tax or VAT is added at checkout.
- Research is general information, not personal advice.
The main alternative: TradingView
TradingView is the alternative for charts. It is built around price charts, indicators and a large trading community.
Pick Simply Wall St if you…
- invest for the long term.
- want company research made easy to read.
- want to track a portfolio.
Pick TradingView if you…
- trade based on charts.
- want real-time data and alerts.
Our take
Simply Wall St makes company research easy to read with clear visuals and good portfolio tools, with a free plan and a no-card trial. Active traders who rely on charts should compare TradingView.
Side by side
| Company | Best for | Starting price | Trial / refund |
|---|---|---|---|
| Simply Wall St | Everyday investors who want company research shown in simple visuals | Free plan; Premium $131.40/yr, checked October 26, 2026 | 7-day Premium trial, no card |
| TradingView |
From our company records. Check the official pages for current prices.
What we checked
- Simply Wall St's pricing page and plan terms, read October 26, 2026
- TradingView's details: from our existing company record and review, not re-checked on October 26, 2026
- Simply Wall St's feature, help and integration pages listed below (links checked October 26, 2026)
Sources
Visit Simply Wall St’s official site
How we review
We read the company's own terms, test the sign-up or booking steps where we can, and compare it with alternatives. A commission never changes what we write. Read our disclosure.
Disclosure: Some links on this page are affiliate links. If you buy through them, we may earn a commission at no extra cost to you. We only recommend things we believe are useful. Read our full disclosure.