Simply Wall St
Business Profile
Core Value Proposition
Simply Wall St provides a free, freemium portfolio tracking and stock analysis platform that helps individual investors manage portfolios, analyze stocks and discover investing ideas.
Target Customer
Individual investors and retail investors looking to manage portfolios, track returns, and research stocks.
Key Differentiator
Snowflake-style visual stock analysis combined with true-returns portfolio tracking, dividend and currency impact insights, AI-powered import, and broad broker integrations.
Implementation Timeline
3 minutes to add portfolio data; thousands of transactions imported in seconds; 2000+ brokers can be connected within minutes.
Pain Points
- 1Investors face market noise that obscures meaningful signals.
- 2Managing portfolios across multiple brokers and currencies while tracking true returns is complex.
- 3Stock research and valuation processes are time-consuming.
Key Features
- 1Portfolio Tracker & Analysis with Realized & Unrealized Returns, IRR, currency impact, and dividend tracking
- 2Dividend Tracking & Forecasts
- 3Stock Reports with valuation, growth forecasts, financial health, and insider/ownership data
- 4Stock Screener & Investing Ideas
- 5Community Narratives and Market Insights
Target Customer Industries
Client Results
- 1Improved decision making with true returns and valuation insights
- 2Forecasted dividend income and yield
- 3Better portfolio diversification through composition analytics
- 4Time saved with bulk import and timely alerts
Competitive Advantages
- 1Freemium / Free forever with optional paid plans
- 2Broad broker integrations (2000+ brokers)
- 3True return tracking (Realized & Unrealized, IRR) including currency impacts
- 4Dividend forecasting and quality metrics
- 5Comprehensive, visual stock reports (including snowflake analysis) and valuation
- 6Data provided by S&P Global Market Intelligence
Key Benefits
Additional Product Information
Product Description
A portfolio tracking, stock analysis, dividend tracking, stock reports, screener, investing ideas, and community narratives platform for individual investors.
Target Market
Retail/investor audience globally seeking portfolio management and stock research tools.
Unique Value Proposition
Snowflake-style visual stock analysis integrated with true-return portfolio tracking and multi-broker support to simplify deep investing research.
Technical Requirements
Platform available on web, iOS, and Android; syncing with 2000+ brokers; CSV import with AI-powered data mapping (coming soon); data provided by S&P Global Market Intelligence.
Pricing Model
Freemium model with a free forever option and paid plans; no credit card required to start (demo portfolio available).
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