Simply Wall St

Simply Wall St is an investment research and portfolio tracking platform covering 120,000 stocks across 90 global markets. It brings portfolio performance, risk, valuation, and discovery tools into one place, helping users move beyond spreadsheets and fragmented broker statements. Portfolios can be synced with more than 2,000 brokers, imported from spreadsheets or broker statements, or entered manually, with daily updates and alerts on earnings, dividends, valuation changes, and insider trading.

Core capabilities include the Portfolio Tracker, Dividend Tracker, Stock Screener, Watchlists, Discovery Hub, and Community Narratives. The platform provides visual portfolio analysis, realized and unrealized gains, IRR, currency effects, dividend quality and forecasting, portfolio valuation, diversification audits, and benchmark comparisons. Stock research reports cover past performance, risks and rewards, valuation, growth forecasts, financial health, dividend quality, management profiles, and insider transactions. An AI tool matches holdings during spreadsheet imports, and Charlie AI is listed among the platform's features. Community Narratives let users build and track investment theses, while Smart Updates and the Snowflake Screener surface stocks matching custom criteria.

Simply Wall St is aimed at individual investors, from beginners to more experienced users, who want to research stocks and manage portfolios across multiple markets and currencies. The platform offers a free account with no credit card required, alongside paid plans; the pages do not specify plan tiers, seat counts, or usage limits.