# Simply Wall St vs Zacks

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A side-by-side feature comparison.

| Feature | Simply Wall St | Zacks |
| --- | --- | --- |
| Pricing | Freemium | Freemium |

### Tracking & data

| Feature | Simply Wall St | Zacks |
| --- | --- | --- |
| Multi-asset | Partial | Yes |

### Screening

| Feature | Simply Wall St | Zacks |
| --- | --- | --- |
| Fundamental filters | Yes | Yes |
| Technical filters | Not supported | Partial |
| Custom metrics & formulas | Not supported | Partial |
| Preset & guru screens | Yes | Yes |
| Composite stock scores | Yes | Yes |
| Valuation models | Yes | Partial |
| Watchlists & alerts | Yes | Yes |
| Global market coverage | Yes | Not supported |
| Data export | Partial | Yes |

### Analysis & insights

| Feature | Simply Wall St | Zacks |
| --- | --- | --- |
| AI portfolio analysis | Not supported | Not supported |
| AI asset & market analysis | Not supported | Partial |
| Backtesting & scenarios | Not supported | Partial |

### Access & pricing

| Feature | Simply Wall St | Zacks |
| --- | --- | --- |
| Free tier | Yes | Yes |
| Open source | Not supported | Not supported |
| Self-hostable | Not supported | Not supported |
| Public API | Not supported | Not supported |

### Platform & reach

| Feature | Simply Wall St | Zacks |
| --- | --- | --- |
| Mobile app | Yes | Yes |
| Multi-language | Partial | Not supported |

## Simply Wall St

**Visual stock analysis with Snowflake scores and published DCF fair values, screenable across 90+ markets.**

**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

Verified 2026-07-25
Sources:
- Simply Wall St — plans, tiers (Free/$10.95/$21.50 billed yearly), limits, export gating, entity footer — https://simplywall.st/plans
- Company Analysis Model (published methodology: Snowflake 5×6, DCF/DDM/Excess Returns; CC BY-NC-SA) — https://github.com/SimplyWallSt/Company-Analysis-Model
- Help — Stock Screener: Key Features (full filter taxonomy; no technical indicators) — https://support.simplywall.st/api/v2/help_center/en-us/articles/10543502387727.json
- Help — languages: 10 languages on company reports + profile pages only — https://support.simplywall.st/api/v2/help_center/en-us/articles/360003702615.json
- Help — subscription plan limits (export = Unlimited only, PDF + CSV) — https://support.simplywall.st/api/v2/help_center/en-us/articles/10072135570063.json
- Data sources — S&P Global Market Intelligence; "fully global, no coverage difference by market" — https://simplywall.st/analysis-and-financial-data-sources
- iTunes Lookup — iOS app id 1075614972: 4.62★/2,373 ratings, seller Simply Wall Street Pty Ltd — https://itunes.apple.com/lookup?id=1075614972

- Official site: https://simplywall.st
- Markdown profile: https://www.portfolioglance.com/investing-apps/simply-wall-st.md

## Zacks

**US research service built around the Zacks Rank; genuine free tier, a large preset-screen library and a 125-field custom screener.**

**Best for:** US-focused investors who want an opinionated, estimate-driven rating system with a usable free tier — not a technical scanning workstation.

Strengths:
- Zacks Rank has run continuously since 1988 on a documented estimate-revision method — and covers mutual funds and ETFs too
- Deep genuinely free tier: rank and Style Scores, portfolio tracker with daily email alerts, basic screens
- Large curated library: 45+ premium screens in 9 strategy categories plus 39 thematic screens
- Unmatched earnings-estimate depth: revisions, surprises and the Earnings ESP filter

Trade-offs:
- Screens US exchanges only — no foreign exchange is searchable, international exposure is ADRs
- Technical criteria are minimal: price action and volume, no RSI or moving averages
- Custom formulas and backtesting require Research Wizard, sold separately on top of Premium — and renewal prices of the higher bundles are not public

Verified 2026-07-27
Sources:
- Zacks Premium order page — $249/yr, 30-day trial, 45+ predefined screens, research reports with price targets — https://www.zacks.com/registration/order.php
- Membership comparison — free vs Premium vs Investor Collection vs Ultimate feature table — https://www.zacks.com/registration_info.php
- Zacks custom screener — 125 items / 18 categories, US-only exchange list, CSV export in results toolbar — https://screener-api.zacks.com/
- Thematic screens — 39 themes enumerated — https://www.zacks.com/screening/thematic-screens/
- Research Wizard offer — separate desktop product: 650+ traits, Calculation Expression, backtesting — https://www.zacks.com/registration/rw/welcome/eoffer/3dd7/
- Zacks Connect AI — official MCP connector, open beta, outside core product — https://ai.zacksdata.com

- Official site: https://www.zacks.com
- Markdown profile: https://www.portfolioglance.com/investing-apps/zacks.md

*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.*