Simply Wall St Review (2026)
Simply Wall St suits newer long-term investors who want a company's fundamentals shown as pictures, led by its "Snowflake" chart, across stocks in many countries. The one thing to know: prices are end-of-day only, so it is a research tool, not a trading screen. The free plan gives 5 company reports a month; in Simply Wall St's US price list of July 25, 2026, Premium was $15.99 a month or $131.40 a year.
By Wealthy Pot Editorial · Facts checked October 19, 2026
Facts checked October 19, 2026 against Simply Wall St's own pricing, help and policy pages (10 sources, listed below). We re-check prices about once a month. We do not earn a commission from Simply Wall St.
Simply Wall St at a glance
| Premium (US, July 25, 2026) | $15.99 a month or $131.40 a year [2] |
|---|---|
| Unlimited (US, July 25, 2026) | $258 a year; no monthly Unlimited plan in that US list [2] |
| Pricing by location | Prices depend on where you are; on October 19, 2026 the list served to a European visitor was in euros and included a monthly Unlimited plan [3] |
| Free plan | 5 company reports a month, 1 portfolio of 10 holdings, 3 watchlists of 50 stocks, top 4 results per screener, 12-month equity curve, ads; no Charlie AI, broker sync or export [1] |
| Premium includes | 30 company reports a month, 3 portfolios of 30 holdings, Charlie AI, broker sync, all-time equity curve, no ads [1] |
| Unlimited includes | Unlimited reports, portfolios and holdings, Excel and PDF export [1] |
| Free trial | 7 days of Premium on sign-up, no credit card; the account moves to Free on day 8 [1] |
| Refunds | 14-day money-back guarantee for new subscribers; no partial refunds when you cancel later [6] |
| Price data | End-of-day prices only, not real-time or delayed [7] |
| Data supplier | S&P Global Market Intelligence [7] |
| History | 10 years of company financials, 30 years of market prices, analyst estimates 3 years forward [7] |
| Coverage | Simply Wall St says 120,000 stocks in 90 markets [8] |
| Platforms | Web, iPhone and Android [10] |
| Company | Simply Wall Street Pty Ltd, Sydney, founded 2014; a Corporate Authorised Representative of Sanlam Private Wealth Pty Ltd (AFSL 337927) in Australia [1] |
What Simply Wall St costs
| Plan | Paying monthly, 1 year | Annual plan, 1 year | 3 years (cheapest way) | Annual plan saves |
|---|---|---|---|---|
| Freeads; 5 company reports a month | $0 | - | $0 | - |
| PremiumUS prices on July 25, 2026 | $191.88 | $131.40 | $394.20 | $60.48 (32%) |
| UnlimitedUS price on July 25, 2026; yearly only in that list | - | $258 | $774 | - |
Our arithmetic from the listed prices, before sales tax, assuming today's prices hold; subscriptions can renew at a different rate. The US prices come from Simply Wall St's own billing price list as saved by the Wayback Machine on July 25, 2026. Simply Wall St prices by visitor location, and we could not read the current US list from our connection; the October 2026 list shown to European visitors used new price codes, so US prices may have changed since July. Check the price at checkout. Sales tax or VAT is added at checkout; Simply Wall St says there are no setup or per-transaction fees. Plan changes are prorated.
How Simply Wall St works
Each company report sums up the stock's analysis in the Snowflake chart. Simply Wall St says it publishes the details of its analysis model on GitHub and logs changes to it. The data comes from S&P Global Market Intelligence, with 10 years of company financials and 30 years of prices, and the prices are end-of-day. On top of the reports sit a screener, watchlists, a portfolio tracker with dividend analysis, and Community Narratives, where users post their own fair-value cases.
The plans differ mainly in how many reports and portfolios you get. Free gives 5 reports a month and one 10-holding portfolio, and its screeners show only the top 4 results. Premium raises that to 30 reports and three 30-holding portfolios and adds broker sync and the Charlie AI assistant. Unlimited removes the caps and adds Excel and PDF export. A Snowflake is a model's summary, not a verdict: a stock that scores well on value can still be cheap for a reason, so read the report behind the chart. Our guide to growth vs value stocks covers the trade-offs behind those labels.
A hypothetical year on Premium at the July 2026 US prices: paying monthly costs $15.99 x 12 = $191.88, and the yearly plan costs $131.40, so yearly saves $60.48. Moving up to Unlimited costs $258 a year, $126.60 more than Premium yearly. Because the 7-day trial needs no card and the account simply drops to Free on day 8, there is no charge to remember to stop.
Pros
- Fundamentals drawn as pictures, with the model published on GitHub
- Wide coverage: Simply Wall St says 120,000 stocks in 90 markets
- A card-free 7-day trial that ends on its own
- 14-day money-back guarantee for new subscribers
- Names its data supplier: S&P Global Market Intelligence
Cons
- End-of-day prices only
- Free plan is tight: 5 reports a month and top-4 screener results
- Prices vary by country, and the current US list was not readable to us
- Export to Excel or PDF only on the top plan
Who Simply Wall St fits, and who should skip it
A good fit if
- You are new to company analysis and find charts easier than financial statements.
- You hold stocks outside the US: Simply Wall St says it covers 90 markets.
- You want a long-term portfolio tracker with dividend analysis next to the research.
Look elsewhere if
- You trade during the day and need live prices: TradingView has real-time charts.
- You want raw financial statements and ratios cheaply: Stock Analysis.
- You want deep, metric-by-metric screening of US stocks: Stock Rover.
Limitations to know
- Simply Wall St uses end-of-day market prices, "not real time or delayed." [7]
- Company financials go back 10 years, so long-cycle analysis is limited. [7]
- After the first 14 days refunds are at Simply Wall St's discretion, and cancelling does not bring a partial refund; paid features run to the end of the billing period. [6]
- The plans page advertises a 7-day trial; the terms allow up to 30 days at Simply Wall St's discretion, one per user or household every 12 months. [6]
- Broker sync is not on the free plan. [1]
Simply Wall St compared with alternatives
| Tool | Price | Free tier | Type | Platforms |
|---|---|---|---|---|
| Simply Wall St | Free (5 company reports a month); US prices on Jul 25, 2026: Premium $15.99/mo or $131.40/yr, Unlimited $258/yr | Free: 5 reports a month, 1 portfolio | Research | Web, iOS, Android |
| Stock Analysis | Free tier; Pro $9.99/mo or $79/yr; Unlimited $29/mo or $16.58/mo billed yearly | Free account; 60-day refund on Pro | Research | Web, iOS, Android |
| Morningstar | Free account (limited); Investor $34.95/mo or $249/yr; 7-day trial | Free account (limited); 7-day trial | Research | Web, iOS, Android |
| Stock Rover | Free (limited); billed yearly: Premium $29/mo ($348/yr), Premium Plus $49/mo ($588/yr), Ultimate $79/mo, Ultimate Pro $149/mo; billed monthly: $34, $70, $99, $199 | Free: basic research; 14-day trial | All-in-one | Web |
| GuruFocus | Free (limited); Premium $549/yr (US market), Premium Plus $1,398/yr, Professional $2,448/yr; other regions $369-$499/yr each | Free: limited content; 7-day trial | Research | Web, iOS, Android |
- Pick Stock Analysis if you want financial statements and ratios with real-time US prices for $79 a year.
- Pick Morningstar if you want analyst-written fair values and moat ratings, plus fund research.
- Pick Stock Rover if you want detailed screening and portfolio analytics for US and Canadian stocks.
- Pick GuruFocus if you want value-investing metrics, DCF tools and the holdings of well-known investors.
Security and privacy
- Payments go through Stripe, and Simply Wall St says it never stores card details on its servers; it cites TLS 1.3 in transit and AES-256 at rest. [1]
- The site shows third-party ads using advertising cookies; paid plans are ad-free. The privacy policy says Simply Wall St does not use remarketing and may share aggregate, non-personal data with third parties. [9]
- The pages we read do not say whether broker sync is read-only or whether two-factor login is offered.
Recent changes
| Date | What changed |
|---|---|
| Oct 2026 | The price list served to European visitors on October 19, 2026 used new price codes and again included a monthly Unlimited plan. [3] |
| Oct 2025 | US prices rose: Premium yearly from $120 to $131.40, Unlimited yearly from $240 to $258, Premium monthly from $15 to $15.99; the monthly Unlimited plan was dropped from the US list. [5] |
| Jan 2025 | US list: Premium $15 a month or $120 a year; Unlimited $30 a month or $240 a year. [4] |
Simply Wall St FAQ
Is Simply Wall St worth it?
It is worth it if you want fundamentals explained visually and hold stocks in several countries. If you need live prices or more than 10 years of financials, look elsewhere. The free plan and a card-free 7-day trial let you judge before paying.
Is Simply Wall St free?
Yes, there is a free plan with ads: 5 company reports a month, one portfolio of up to 10 holdings, 3 watchlists of 50 stocks and the top 4 results of each screener.
How much does Simply Wall St cost?
It depends on where you are, because Simply Wall St prices by location. Its US price list on July 25, 2026 showed Premium at $15.99 a month or $131.40 a year and Unlimited at $258 a year. Check the price at checkout, since the list may have changed.
Does Simply Wall St have real-time data?
No. Simply Wall St says it uses end-of-day prices, not real-time or delayed quotes.
Simply Wall St vs Morningstar?
Simply Wall St turns data into a scored chart for each company across 90 markets. <a href="/stock-analysis-tools/morningstar/">Morningstar</a> Investor offers analyst-written fair values, moat ratings and fund research for $249 a year. Both appear on our <a href="/stock-analysis-tools/">stock analysis tools</a> page.
How we researched this review
We did not get paid or receive a free account for this page. We read Simply Wall St's own pricing page, help center, security and privacy pages and app-store listing on October 19, 2026, quoted each fact from those pages, and link every one below. We did not run a long-term hands-on test, so we do not score the app; where a point rests on what the company says rather than something we can check, we attribute it to Simply Wall St. Cost figures are our own arithmetic. We re-check prices and plans about once a month and log changes in the table above.
Sources
- Simply Wall St, Plans, checked October 19, 2026.
- Simply Wall St billing price list (USD), Wayback Machine copy (July 25, 2026), checked October 19, 2026.
- Simply Wall St billing price list (live, priced by visitor location), checked October 19, 2026.
- Simply Wall St billing price list, Wayback Machine copy (January 1, 2025), checked October 19, 2026.
- Simply Wall St billing price list, Wayback Machine copy (October 29, 2025), checked October 19, 2026.
- Simply Wall St, Terms and conditions, checked October 19, 2026.
- Simply Wall St, Analysis and financial data sources, checked October 19, 2026.
- Simply Wall St, About, checked October 19, 2026.
- Simply Wall St, Privacy policy (effective February 12, 2026), checked October 19, 2026.
- Google Play, Simply Wall St listing, checked October 19, 2026.
This review is for general information, not investment advice. Ratings, scores and screens from any tool are not a recommendation to buy or sell a security. Prices change; check the vendor's site before you subscribe.