Stock Portfolio Tracker & Visualizer by Simply Wall St

Get the full picture with true portfolio returns

Get a detailed breakdown of your true returns. Add your transactions and unlock:

Realized & Unrealized Returns. Understand how both your sold and current investments are performing.

Dividend Impact. See exactly how dividend payouts are boosting your overall returns.

Currency Impact. Investing across different currencies? See how exchange rate movements affect your portfolio.

Annualized Return (IRR). Track time-weighted returns and benchmark your portfolio with confidence.

Import years of trades in under a minute

Thousands of transactions? No problem!

Easily import your entire transaction history. Our system is built to handle large volumes smoothly, so you always get the full picture.

Dividends? Handled.

We automatically detect and track dividend payments, so you don’t have to lift a finger. One less thing to worry about.

Fast, AI-powered importing

Upload your transaction CSV-file, and our AI will instantly read, map, and format your data. Even thousands of transactions take just seconds.

Sync with 2000+ brokers worldwide

Connect to your broker and import your portfolio within minutes. No need for manual updates.

Insightful metrics for
strategic decisions

Simplify complex data. Understand your portfolio

Explore your portfolio with visual charts that simplify complex data, from valuation to dividend benchmarking, guiding your investment choices with clarity.

Diversify with confidence

Quickly gauge diversification across industries, geographic revenue sources, and holdings, ensuring your portfolio aligns perfectly with your risk and distribution goals.

Keep track of narratives and valuations

Watch your financial narrative unfold while gaining insight into which investments are undervalued or overvalued, guiding your strategy with precision

Benchmark your success with comprehensive performance insights

Monitor your portfolio’s total value, measure returns against market benchmarks, and uncover deeper performance metrics to guide your investment decisions.

People really like Simply Wall St

Over 7,000,000 investors use Simply Wall St to improve their investing experience.

Excellent 4.4

From

4,507 reviews

Stuart Aberdein

Portugal

Brilliant site. Highly recommended

It's an excellent site. Very well laid out and easy to use. It's great for quickly screening shares that fit a set of requirements. It saves huge amounts of research time. They are also very ethical and reasonable.

I hadn't used the site for a while because I had built my portfolio and didn't want to make changes. I had forgotten to cancel my auto-renewing membership and only realised when the invoice was processed. Although it was entirely my fault, they processed a refund for me. Nice people.

Nuno

Spain

Super useful

Overall great experience. Excited for adding more features to the new portfolio and rolling out the stock validator tool.

Ryan

Canada

The app is fantastically well designed, able to get a lot of information visually on whatever aspect of investing is needed, whether it's stock analysis, portfolio analysis, etc. This allows for ease in navigating between various aspects of a stock and a much shorter time spent analyzing it. Love it.

Pamela

United States

I took several years off from investing and now I renewed my membership, I was very happy before and looking for to even tools to work with research, and keeping up with my portfolio. Thank you Simply Wall ST. Pam from SC

Anonymous Customer

United Kingdom

Best informative site for Value based investing

Fantastic coverage of global stocks. Their layout is super user friendly, simple yet effective enough to give you all the right info needed for value investing. Portfolio and watchlist features are excellent. Best feature is the snowflake analysis with screener.

They also send the articles and timely updates that cut through any jargon and provide very insightful information that layman like me can understand. Very happy to have found Simply Wall St.

Ricci Johannessen

South Africa

Simply Wall St is packed with loads of tools and info. As a beginner I am extremely excited to get stuck in. I know Simply Wall St will help me manage and improve the quality of my portfolio and watchlist.

Rajan

Australia

Glad to be able to subscribe to your premium plan. It’s a useful product particularly for the novice trader to get a good heads up on building up an investment portfolio. Pleasure dealing with the staff as well. Excellent value

Gary

United Kingdom

Seems to have a multitude of info, but broken down and explained simply enough for the amateur investor, yet intuitive enough for the more seasoned investor.

Very easy to keep track of your portfolio, and keeps providing important updates when there's a significant alert on stocks... Only downside, no info on funds, that I can find.

Georgy

India

The top one in the stock tools i have ever used

I loved your teame for the regular email updates you used to send me on my watchlisted indian stockmarket companies. That made me go ahead and take a plan to get the portfolio experience also. Seamless plan purchase process too. Way to go!!!

Smart portfolio tracker for informed investors

Get the full picture with true portfolio returns

Import years of trades in under a minute

All your portfolios in one place

Sync with 2000+ brokers worldwide

Never miss an important update

Insightful metrics for
strategic decisions

Test drive a portfolio

People really like Simply Wall St

Worldwide coverage of your investments

Compound your networth the easy way

Smart portfolio tracker for informed investors

Get the full picture with true portfolio returns

Import years of trades in under a minute

All your portfolios in one place

Sync with 2000+ brokers worldwide

Never miss an important update

Insightful metrics forstrategic decisions

Test drive a portfolio

People really like Simply Wall St

Worldwide coverage of your investments

Compound your networth the easy way

Insightful metrics for
strategic decisions