Simply Wall St
Rates every stock with a Snowflake score and a DCF fair value, across 90+ markets. Free plan, paid from $10.95 a month.
Simply Wall St turns fundamental analysis into pictures. Every stock it covers gets a Snowflake, a score built from 30 checks in five areas, and a fair value from discounted cash flow models. The whole methodology is published on GitHub, which is rare in this category. The screener filters 90+ markets on those scores and on fundamentals, with ready-made screens to start from, but has no technical filters. The free plan never expires but is tight for screening: you see only the top 4 results, and 5 company reports a month. Paid plans are $10.95 or $21.50 a month, billed yearly, and export comes only with the top Unlimited plan, never for screener results. The pricing page mentions “Charlie AI”, but we found no documentation of it, so we don't count it.
Features at a glance
| Feature | Simply Wall St |
|---|---|
| Pricing | Freemium |
| Tracking & data | |
| Multi-asset | Partial |
| Screening | |
| Fundamental filters | Yes |
| Technical filters | Not supported |
| Custom metrics & formulas. Build your own ratios or screening formulas from raw data fields. | Not supported |
| Preset & guru screens. Ready-made screens curated by the vendor or modelled on well-known investors. | Yes |
| Composite stock scores. A per-stock composite rating (e.g. quality/value/momentum ranks) — not a portfolio health score. | Yes |
| Valuation models. Built-in intrinsic-value estimates computed in the product, such as DCF fair value (not just a quoted analyst price target). | Yes |
| Watchlists & alerts | Yes |
| Global market coverage. Screens international exchanges, not just US markets. | Yes |
| Data export | Partial |
| Analysis & insights | |
| AI portfolio analysis | Not supported |
| AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio. | Not supported |
| Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations. | Not supported |
| Access & pricing | |
| Free tier | Yes |
| Open source | Not supported |
| Self-hostable | Not supported |
| Public API | Not supported |
| Platform & reach | |
| Mobile app | Yes |
| Multi-language | Partial |
Best for
Long-term stock pickers who think in fair values and quality checks rather than chart signals, and want to see how a score was built. Traders who screen on RSI or moving averages will find nothing here.
Strengths
- The full analysis model, Snowflake checks and DCF variants, is public on GitHub
- One Snowflake score per stock, built from 30 checks, that you can screen and sort by
- Screening across 90+ markets on S&P Global data, with weekly alerts for saved screens
Trade-offs
- The free screener shows only the top 4 results
- Export only on the most expensive plan, and never for screener results
- No technical filters, and only company reports are translated beyond English
Simply Wall St vs PortfolioGlance
Judging a single stock is Simply Wall St's strength, and we don't try: we have no screener and calculate no fair values. Its analysis stays at the level of one company, though. We look at the whole portfolio: cost basis across currencies, dividends received, drift from your target allocation and when you'll reach a goal, including bonds, cash and property that a stock tool doesn't model. Check the stock there, run the portfolio here.
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Alternatives and rankings
This is our editorial review, not financial advice. Features and prices may have changed since we checked, so see the official site for the latest.