Simply Wall St
Visual stock analysis with Snowflake scores and published DCF fair values, screenable across 90+ markets.
Simply Wall St (Sydney, founded 2014) turns fundamental analysis into pictures: every covered stock gets a Snowflake — a five-dimension, thirty-check composite score — and a fair value from discounted-cash-flow models whose full methodology is published openly on GitHub, which remains rare in this category. The screener filters some 90+ markets on those scores plus a deep fundamental filter set, with curated Popular Screens for common strategies. Data comes from S&P Global Market Intelligence and the vendor states coverage is fully global with no per-market difference. The free plan is genuinely permanent but tight for screening — results cap at the top four rows and reports at five a month. Export is limited to the top Unlimited tier and never covers screener results, and there are no technical filters at all. A "Charlie AI" feature appears on the pricing page, but with no documentation anywhere we do not credit 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 | Not supported |
| Preset & guru screens | Yes |
| Composite stock scores | Yes |
| Valuation models | Yes |
| Watchlists & alerts | Yes |
| Global market coverage | Yes |
| Data export | Partial |
| Analysis & insights | |
| AI portfolio analysis | Not supported |
| AI asset & market analysis | Not supported |
| Backtesting & scenarios | 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, valuation-minded stock pickers anywhere in the world who think in fair values and quality checks rather than chart signals — and want the reasoning behind a score to be inspectable.
Strengths
- Published, inspectable methodology — the full analysis model (Snowflake checks, DCF variants) is public on GitHub
- Best-in-class visual scoring: the Snowflake compresses 30 checks into one glanceable, screenable composite
- Genuinely global screening on institutional data, with no per-market coverage difference per the vendor
- Actively shipped screener (Screener 2.0 added ~36 filters) with curated Popular Screens and weekly saved-screen alerts
Trade-offs
- DCF fair values are repeatedly criticized by users as reading too optimistic — treat them as a starting point, not a verdict
- Free plan bites hard for a screener: results capped at the top 4 rows, five company reports a month
- Export is locked to the most expensive tier and does not cover screener results at all
- No technical screening whatsoever, and only the company reports — not the platform — are translated beyond English
Simply Wall St vs PortfolioGlance
Simply Wall St answers "is this stock good and what is it worth?"; PortfolioGlance answers "how is what I own actually doing?". PortfolioGlance deliberately has no screener and computes no fair values, so for idea discovery and valuation context Simply Wall St simply does a job we chose not to do. On the ownership side the roles reverse: Simply Wall St has portfolio features, but its analysis stays per-company, while PortfolioGlance is built around the whole-portfolio layer — multi-currency cost basis, dividend income, allocation health score, rebalancing hints and goal projection, including assets a stock-analysis tool does not model, like bonds, cash and real estate. The two pair naturally: research the stock there, run the portfolio here.
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This overview is editorial and for information only — not financial advice or an endorsement. Features and pricing may have changed since publication; check the official site for the latest details.