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Make better long term non-emotional decisions
| Learner plan | Investor plan | Professional plan | |
|---|---|---|---|
| Free | US$115 | US$305 | |
| billed yearly | billed yearly | ||
| Institutional Quality Data | |||
| Global Markets | |||
| Company Reports | 10 | Unlimited | Unlimited |
| Companies per Portfolio | 6 | Unlimited | Unlimited |
| Total Portfolios | 1 | Unlimited | Unlimited |
| Stock Screener | |||
| Stock Idea Views | |||
| Export to PDF and CSV See sample PDF or CSV | |||
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Plans and Subscription FAQ
Do I have to pay to use Simply Wall St?
No. Once your 14-day trial ends you can choose to continue on the free Learner plan.
I am on a trial of the Investor plan, what happens after?
After your trial ends you'll go on the free Learner plan by default, or you can select upgrade and continue using the Investor plan.
Can I get a refund if I change my mind?
We are confident you will love Simply Wall St. That is why apart from the 14-day trial we also offer a 14-day money back guarantee on the subscription fee.
Are my credit card details safe?
All transactions are handled by Stripe, a leading electronic payment provider for websites. Stripe exceeds the most stringent industry standards for security.
Can I cancel at any time?
Our plans do renew automatically but you can cancel any time in your User Profile.
My card is being declined, what should I do?
Declines can happen for a variety of reasons, usually from incorrect details being entered.
We support Visa, Mastercard and AMEX credit and debit cards, if you are having trouble with payment we recommend:
Try using a card from a different bank;
Contacting your bank to confirm the transaction;
Wait 24 hours and try the same card again ensuring the card number, the expiration date and the CVC are correct.
You can also drop us an email with any questions.
Institutional Level Data
Access the same high quality financial data the Institutions use
High quality data is the core to Simply Wall St and we use the best. Our data is updated every 6 hours from S&P Global Market Intelligence. This level of financial data is not normally available to consumers for less than $8,000 a year.
What financial data does Simply Wall St use in its analysis?
Past financials (Income statement, Balance sheet and Cash flow) from the last 5 years
Future estimates (EPS, Revenue, Net income and Cash flow) from up to 60 analysts per company for the next 3-5 years
Market Ratios, Dividends and Industry averages
Management and board of directors data including compensation and insider trading
We cover over 150,000 stocks across 91 markets
United States
NYSE + Nasdaq
Canada
TSX + TSXV
United Kingdom
LSE + AIM
Australia
ASX
New Zealand
NZSE
Europe
23 exchanges
India
NSE + BSE
Hong Kong
SEHK
Singapore
SGX
and many more...
Holistic in-depth Fundamental Analysis
Detailed due diligence on any company in seconds presented as an infographic
We do the hard work for you by running every company through our holistic analysis model. Our model seeks to identify long term value, growth or income investment opportunities. Over 1,000 data points are used in the analysis and the entire model is public meaning you can learn and understand why we chose each metric.
About the analysis
Value: The fair value of the company's shares, and how that value compares with the current share price, other companies and the stockmarket.
Discounted cash flow
Market ratio analysis compared to industry and market
Future performance: Anticipated future financial performance based on analyst forecasts.
Future earnings growth
High growth potential based on Revenue, Cash flow and Net income
Past performance: The historical financial performance of the company.
Past Earnings growth compared to the industry and the long term growth rate
Return on equity, assets and capital employed
Health: The financial strength of the company's balance sheet.
Balance sheet analysis
The level of debt and its affordability
Dividends: The dividend being paid, and the sustainability of the dividend.
Competitiveness of the yield
Stability and historical growth
Ability of the company to continue paying the dividend
Management: The CEO's compensation, management and board of directors.
CEO compensation compared to company performance
Tenure of Management and Board of Directors
Insider trading
Compare stocks side by side
Compare up to 5 company Snowflakes and infographics side by side
Discover new investment ideas by exploring for Snowflakes
We analyze over 72,000 companies everyday to help you find the best investments that meet your objectives.
Quickly scan the market for ideas such as:
High growth potential
Potentially undervalued
Well grounded with room to grow
Deep Value
Unloved high growth
Undervalued dividend payers
Top dividend payers
Insider trading activity
Upcoming dividends
Trending in the news
Bank account beaters
Undervalued Micro cap
Or create your own using Stock Screener
Portfolio Management and Analysis
Understand and improve your portfolio like never before
We analyze your portfolio and create a Snowflake and infographic report so you can understand where the strengths and weaknesses are. Our analysis covers the same areas we look at when analyzing companies and much more.
Import your portfolio to:
Keep track of your portfolio and understand where you returns are coming from
Make sure you are well diversified across industries and individual holdings
Easily see the current Value and expected Future growth
Professional Plan
Access the underlying data in our reports and analysis or export our reports to PDF
Download our company report as PDF
Download a sampleDownload report data to use in Excel
Download a sampleFully transparent analysis and data
Our analysis model is public to help you understand how we analyze each company.