🍿 Demo Portfolio

Yes! You can create and manage your investment portfolio for free on Simply Wall St—up to 10 holdings. Free users can add stocks, view insights, and receive updates. Paid plans allow you to track more holdings, create multiple portfolios, and unlock advanced features.

There are three easy ways to get started:

• Link your broker: Securely connect your brokerage account, including Robinhood, Fidelity, Charles Schwab, DEGIRO, and over 1,000 other supported brokers, to automatically import your holdings. Your portfolio refreshes daily with the latest data.
• Add your holdings manually: Quickly enter stocks, number of shares, and average cost for basic tracking of unrealised gains.
• Import your full transaction history: Upload with our AI import or paste your buy and sell transactions for detailed performance tracking, including realised and unrealised gains, dividends, currency impact, and annualised return (IRR).

Simply Wall St goes far beyond price tracking. You'll be able to:

• Receive relevant updates on your companies, including earnings, analyst forecasts, insider activity, and risks.
• Assign a narrative from our analysts or the community to understand the story behind each stock.
• Set and track your own valuation for each holding.
• Measure diversification by sector and geographic revenue exposure.
• Benchmark your portfolio against the market using key financial metrics.
• Track detailed returns over any time frame. With transactions added, you get a breakdown of realised gains, unrealised gains, dividends, currency effects, and your annualised return (IRR).

Yes. We track both historical dividends you've received and forecasted income from your current holdings. We also assess dividend quality, so you can avoid unreliable payers and protect your future income stream.

Most brokers and portfolio trackers only show prices and unrealised gains, with little context and lots of noisy news. Simply Wall St offers:

• Detailed return tracking, including all components of your real performance.
• Access to investment narratives to help you understand the companies you hold.
• A full research platform to analyse fundamentals like valuation, growth, and financial health.
• An advanced stock screener to help you discover new investment opportunities.

In short, Simply Wall St is more than a tracker — it's a complete investing platform for monitoring, analysing, and growing your portfolio.