Demo Portfolio - Simply Wall St

Symbol	Price Vs Fair Value	7D Return	Total Return	Value & Cost	Weight & Shares	Avg. Price
XOM Exxon Mobil	US$109.31 66.4% undervalued intrinsic discount	6.9% +US$1,437	96.4% +US$12,515	US$22,409 US$12,897	8.1% 205	US$62.91
BATS British American Tobacco	UK£35.71 41.9% undervalued intrinsic discount	5.3% +US$1,708	24.9% +US$9,614	US$33,883 US$26,990	12.2% 700	UK£30.00
PLTR Palantir Technologies	US$136.35 120.3% overvalued intrinsic discount	4.9% +US$634	702.1% +US$11,935	US$13,635 US$1,700	4.9% 100	US$17.00
CRWD CrowdStrike Holdings	US$476.98 8.5% overvalued intrinsic discount	3.6% +US$821	67.1% +US$12,154	US$23,849 US$13,100	8.6% 50	US$262.00
UNH UnitedHealth Group	US$310.56 73.9% undervalued intrinsic discount	3.4% +US$204	-25.0% -US$2,240	US$6,211 US$8,960	2.2% 20	US$448.00
AMZN Amazon.com	US$213.20 31.5% undervalued intrinsic discount	2.9% +US$340	53.8% +US$4,466	US$12,152 US$7,775	4.4% 57	US$136.41
JPM JPMorgan Chase	US$268.15 25.5% undervalued intrinsic discount	1.5% +US$197	33.5% +US$3,523	US$13,408 US$10,500	4.8% 50	US$210.00
JNJ Johnson & Johnson	US$155.26 52.0% undervalued intrinsic discount	1.3% +US$102	65.2% +US$3,327	US$7,763 US$5,100	2.8% 50	US$102.00
META Meta Platforms	US$694.14 1.7% overvalued intrinsic discount	0.9% +US$526	306.4% +US$48,585	US$59,002 US$13,830	21.3% 85	US$162.71
BAC Bank of America	US$44.73 31.5% undervalued intrinsic discount	0.8% +US$222	52.9% +US$10,102	US$26,838 US$19,100	9.7% 600	US$31.83
NVDA NVIDIA	US$142.83 28.4% overvalued intrinsic discount	0.6% +US$36.40	788.9% +US$13,690	US$5,713 US$1,443	2.1% 40	US$36.06
TSLA Tesla	US$326.40 148.3% overvalued intrinsic discount	-1.7% -US$565	47.7% +US$10,540	US$32,640 US$22,100	11.8% 100	US$221.00
OKTA Okta	US$100.44 28.6% undervalued intrinsic discount	-4.9% -US$413	-49.8% -US$7,965	US$8,035 US$16,000	2.9% 80	US$200.00
TLX Telix Pharmaceuticals	AU$25.59 57.6% undervalued intrinsic discount	-5.9% -US$735	136.9% +US$10,028	US$11,680 US$5,128	4.2% 700	AU$11.00

Frequently Asked Questions

Is Simply Wall St's portfolio tracker free to use?

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.

How can I create a portfolio on Simply Wall St?

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).

What are the benefits of using Simply Wall St's portfolio tracker?

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).

Can I track dividends in my portfolio?

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.

Why is Simply Wall St better than other portfolio tools?

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.

🍿 Demo Portfolio

Performance vs market

Portfolio Snowflake