Tool profile
Simply Wall St: cost, fit and limits
Simply Wall St is an investing research and portfolio tracking service made by Simply Wall Street Pty Ltd that turns company data into visual reports, tracks holdings and dividends, and offers an AI assistant called Charlie.
What to know first
Simply Wall St pairs research with tracking: reports on about 120,000 global stocks, a screener, alerts and a portfolio view with performance and currency gains. The page says free forever with no credit card, and links a pricing page that shows no plan names or prices in the text captured. Financial data comes from S&P Global Market Intelligence. Alerts and a dividend tracker round out the free-forever pitch.
Simply Wall St at a glance
| Maker | Simply Wall Street Pty Ltd, Australia |
|---|---|
| Free plan | Yes |
| Entry price | Quote only |
| API access | No |
| Category | Best AI Investment Portfolio Trackers in 2026, rank 6 of 11 |
| Website | simplywall.st |
Who Simply Wall St is best for
Individual stock pickers
Visual company reports, the Snowflake Screener and curated ideas support choosing stocks, and the portfolio view then follows what you bought in the same account.
Dividend investors
The Dividend Tracker covers dividend quality and income forecasting, and alerts flag dividend and earnings changes on holdings. Stocks held for income get a quality read before the payout is counted.
Investors with many brokers
The page states broker sync with more than 2,000 brokers or trade history import, which suits someone who cannot sync every account directly.
Simply Wall St plans and pricing
| Plan | Price | What it includes |
|---|---|---|
| Free | Free forever, per the page | A free option with no credit card required; the page does not list what the free tier includes or what it limits. |
| Paid plans | Not published on the opened page | A Plans and Pricing page is linked, but no plan names, prices or inclusions appeared in the text captured, so the paid tiers are unverified here. |
| Portfolio tracking | Not itemized | Performance, dividends, currency gains and losses and annualized return are described as features, with no statement of which plan carries them. |
Checked November 2026.
What Simply Wall St does
- Visual company reports
- Reports for about 120,000 global stocks present valuation, past performance and other company data visually, built on financial data licensed from S&P Global Market Intelligence.
- Portfolio analytics
- Portfolios show performance, dividends, currency gains and losses and annualized return, and sync with more than 2,000 brokers or accept a trade history import. Annualized return appears beside dividends in the same portfolio view.
- Charlie AI
- An Ask Charlie feature page describes an AI assistant. The page opened names no other AI feature and gives no detail on what Charlie can answer or which data it uses.
- Alerts
- Alerts cover earnings, dividends and valuation changes on stocks, so a holder hears about events without checking reports one by one. The page does not list thresholds, so alert settings need testing in the app.
- Snowflake Screener
- A screener and curated investing ideas help find stocks, which makes the service more of a research tool than a pure tracker. The page gives no detail on how often the curated ideas change.
How Simply Wall St handles your data
The page says portfolio data is encrypted end to end and links a privacy policy that was not opened. It does not state a hosting region, a retention period or deletion terms, and no certifications are listed. Whether portfolio data feeds Charlie or any model training is not stated on the pages opened, so the vendor's policy was not checked for this. Company financial data in the reports comes from S&P Global Market Intelligence, according to the page.
Where Simply Wall St falls short in practice
- Prices are not shown. The page links a pricing page but no plan names or prices appeared, so a buyer cannot tell what the paid tier costs or what it adds to the free one.
- Free tier is undefined. Free forever is stated but the contents are not listed, so holding caps, report limits or tracking limits cannot be compared with Sharesight's published 10 holding cap.
- Tracking is the second job. The product centers on company reports and screening. An ETF saver who needs fund overlap or country splits is not served by anything the page describes.
Works with
Alternatives to Simply Wall St
Simply Wall St: common questions
Is Simply Wall St free?
The page says free forever with no credit card required. It does not list what the free tier includes, and the pricing page showed no plan names or prices in the text captured. Create a free account to see which reports and portfolio features are available before you assume anything is paid.
What is Charlie AI in Simply Wall St?
Charlie is the name of the AI assistant, with an Ask Charlie feature page on the site. The page opened gives no list of questions it can answer or the data it uses. Treat it as one named feature and test it on a company you already know.
How many brokers does Simply Wall St support?
The page states broker sync with more than 2,000 brokers, or a trade history import if yours is not covered. That number is the vendor's own claim and was not verified, so check the broker list for your account before relying on automatic sync.
Where does Simply Wall St get its financial data?
The page says the financial data comes from S&P Global Market Intelligence. It covers about 120,000 global stocks in the reports. The page does not state update frequency, so check the date shown on a report before acting on a valuation.
Is Simply Wall St a good portfolio tracker for ETFs?
It tracks performance, dividends, currency gains and annualized return, but the page describes no fund overlap or look-through view. Its strength is company reports and screening. If ETF composition matters most, compare Parqet's X-Ray view before choosing. Use it as a second screen for fund holdings.