Simply Wall St Premium
Annual Subscription
Promotion
Our Rating
Best For
The Simply Wall St Premium Plan is designed for fundamental investors who rely on data-driven stock analysis rather than short-term trading strategies.
It provides stock reports, deeper financial insights, and expanded portfolio tracking,, dividend strategies, and growth stock analysis.
The platform simplifies complex financial data with easy-to-read visuals, such as the snowflake analysis, which highlights a stock’s valuation, growth potential, financial health, and past performance.
The Stock Screener allows investors to filter stocks based on key financial metrics and save up to three custom screeners with alerts.
However, Simply Wall St Premium is not ideal for active traders, options traders, or those needing real-time stock prices and technical indicators.
- Portfolio Snowflake breakdown
- Stock Screener with alerts
- Fundamental stock analysis
- Real-time valuation updates
- Stock comparison tool
- Investing ideas & stock lists
- Weekly market insights
- Community-based stock analysis
- Company reports & insights
- Unlimited stock watchlist
- Risk & reward alerts
- Brokerage portfolio linking
- Comprehensive fundamental analysis
- Easy-to-read visuals
- Custom stock screeners
- Portfolio tracking tools
- Exclusive investment insights
- No technical analysis tools
- Limited ETF & mutual fund data
- No real-time stock prices
- Lacks buy/sell ratings
- Not ideal for day traders
How To Research Stocks With Simply Wall St?
We tested Simply Wall St’s stock screener, stock analysis, and research reports to see how fundamental investors can maximize insights:
-
Stock Screener
The Simply Wall St Premium Plan enhances the Stock Screener by allowing users to save up to three custom screeners and receive alerts for relevant stock updates.
The Stock Screener helps investors discover stocks that match specific metrics, such as past and future growth estimates, valuation scores, price changes, financial health, dividends, past earnings, insider buying ratio, and debt-to-equity ratio.
The screener also includes keyword filtering, making it easier to find stocks in specific industries or market themes.
Premium users gain access to detailed stock insights, including company name, last price, 7-day and 1-year return, market cap, analyst target price, valuation score, growth potential, and dividend yield.
Additionally, the premium plan provides more flexibility with popular stock screeners, such as:
- High-growth tech & AI stocks
- Fast-growing stocks with high insider ownership
- Undiscovered gems with solid fundamentals
-
Fundamental Stock Analysis
The Simply Wall St Premium Plan provides a comprehensive stock overview, comparing your personal fair value estimate with the community’s view while allowing you to add notes, track competitors, and review price history & performance over time.
Premium users gain access to real-time updates, including recent news, price volatility, and shareholder returns, helping them assess a stock’s stability and market sentiment.
The corporation fundamentals summary provides a snapshot of the company’s size, structure, and business model, giving investors a better understanding of the company’s core operations.
These insights allow investors to evaluate a company’s financial health, competitive position, and long-term growth potential with greater accuracy, making informed decisions based on real-time and historical data.
-
30 Company Reports Per Month
The Simply Wall St Premium Plan increases access to 30 Company Reports per month (compared to just 5 in the free plan), providing deeper stock insights for investors.
Each report covers valuation, future growth potential, past performance, financial health, dividends, and overall risks, making investment research more comprehensive.
Premium users benefit from in-depth financial analysis, including detailed earnings breakdowns and risk assessments, all presented in an easy-to-understand format.
The Snowflake analysis visually highlights a stock’s strengths and weaknesses.
With more reports available, premium users can research and compare more stocks, improving their investment decision-making process.
Simply Wall St Portfolio Management & Narratives
Simply Wall St Premium enhances portfolio management with tracking tools, community insights and watchlist:
-
Community
Investors can create and share narratives based on real numbers, helping them and others understand whether a stock is a good or bad investment.
Premium users receive unlimited stock valuations and real-time alerts for key valuation updates, keeping them ahead of market changes. They also get access to weekly stock picks, featuring high-potential investments.
The discussion forums allow premium members to engage with experienced investors, refine strategies, and exchange market insights in real time.
-
Watchlist
The Simply Wall St Premium Plan expands the watchlist, allowing investors to track unlimited stocks instead of being limited to 50.
Premium users can set fair value estimates, receive real-time valuation alerts, and gain deeper insights from community narratives.
They can also save multiple watchlists, making it easier to track different investment themes and strategies.
-
Portfolio Tracking
The Simply Wall St Premium allow investors to manage up to three portfolios with 30 holdings each (compared to one portfolio with 10 holdings in the free plan).
Also, premium users can link to their brokerage account and automatically import their portfolio. Also, premium users benefit from unlimited important updates for each holding, ensuring they stay informed on valuation changes, financial health, and risk alerts.
Once your portfolio is set up, the holdings overview provides a clear picture of your performance versus the market.
The Portfolio Snowflake offers a visual breakdown of your portfolio’s strengths and weaknesses, analyzing key areas such as valuation, growth potential, and financial stability.
Investors can also track past performance trends, dividend insights, and financial health indicators to make data-driven decisions.
Additionally, premium users receive weekly portfolio update emails and market insights newsletters, helping them stay ahead with timely market trends and stock movements.
-
Stock Comparison Tool
The Simply Wall St Premium Plan enhances the stock comparison tool, allowing users to compare two stocks side by side instead of just two.
-
Investing Ideas
The Simply Wall St Premium Plan offers curated stock lists, advanced filtering options, and exclusive investment themes.
Premium users gain access to a selection of high-growth, undervalued, and insider-backed stocks, including AI, quantum computing, and emerging tech sectors.
Additionally, premium users can browse and filter stocks more precisely by market, industry, and sector, uncovering hidden opportunities.
The Markets section provides deeper insights into sector trends, helping investors refine their strategies with data-driven investment themes and exclusive stock recommendations.
-
Alerts
The Simply Wall St Premium Plan offers alerts on valuation changes, price movements, financial health updates, and investment insights.
Premium users receive risk & reward Updates, ensuring they stay ahead of market shifts and potential opportunities.
Where Simply Wall St Falls Short?
While Simply Wall St Premium unlocks advanced features like more stock reports, deeper analysis, and better alerts, it still has some key limitations:
-
No Technical Analysis Tools
Simply Wall St focuses on fundamental analysis, but it completely lacks technical indicators like RSI, MACD, moving averages, Bollinger Bands, and trendlines.
Investors who rely on technical patterns and charting won’t find useful tools here.
-
Limited ETF and Mutual Fund Analysis
Simply Wall St is built for stock analysis, but it provides very little coverage of ETFs and mutual funds.
Investors looking to analyze diversified investment options won’t find the same level of fundamental insights that the platform offers for individual stocks.
-
No Personalized Analyst Research or Buy/Sell Ratings
While Simply Wall St provides data-driven fundamental analysis, it lacks expert analyst opinions, stock recommendations, or proprietary buy/sell ratings.
Many investors rely on platforms like Seeking Alpha Premium, Motley Fool, and Morningstar, which provide stock picks, investment theses, and deep analyst insights.
-
No Real-Time Stock Prices or Market Data
Simply Wall St Premium provides valuation updates and alerts, but stock prices are not real-time.
The platform updates stock data periodically, meaning investors may not get instant price movements or real-time bid/ask spreads. This makes it less suitable for active traders or investors who rely on live market tracking.
Who Should Use Simply Wall St?
Simply Wall St Premium is best suited for investors who rely on fundamental analysis and long-term strategies rather than short-term trading. Here are types of investors who may benefit the most:
- Beginner to Intermediate Investors: The visual Snowflake Analysis and easy-to-understand reports make Simply Wall St a great learning tool for those new to investing.
- Fundamental Analysts: Offers financial health assessments, earnings trends, and valuation models, making it useful for those who focus on company fundamentals.
- Thematic Investors: Provides curated lists of emerging stock trends, such as AI, tech, and renewable energy, helping investors explore market opportunities.
Who Might Struggle With Simply Wall St?
Simply Wall St Premium is not ideal for all types of investors and traders, especially those who rely on real-time data, technical indicators, or advanced trading strategies:
- Day Traders: Lacks real-time stock prices, bid/ask spreads, and intraday trading signals, making it unsuitable for those who trade frequently.
- Technical Traders: Doesn’t provide advanced charting tools, candlestick patterns, or technical indicators like RSI, MACD, and moving averages, which are essential for short-term trading strategies.
- ETF and Mutual Fund Investors: Provides limited insights on ETFs and mutual funds, making it less useful for those who focus on diversified fund investing.
- Investors Seeking Analyst Ratings: Unlike platforms like Morningstar or Seeking Alpha, Simply Wall St doesn’t offer proprietary buy/sell ratings, analyst reports, or deep market commentary.
Simply Wall St Premium Alternatives: Comparison
Simply Wall St Premium stands out for its visual, data-driven approach to fundamental analysis, but how does it compare to competitors like Seeking Alpha Premium, Zacks Premium, Morningstar Investor, Yahoo Finance Silver, TipRanks Premium, and StockTwits Edge?
Plan | Subscription | Promotion |
|---|---|---|
Yahoo Finance Silver | $24.95
$239.40 ($19.95 / month) if paid annually | N/A |
TradingView Plus | $29.95
$180 ($14.95 / month) if paid annually
| 30-day free trial |
Zacks Premium | $249 ($20.75/month)
No monthly plan | 30-day free trial |
MarketBeat All Access | $39.99
$399 ($33.25 / month) if paid annually | $199/year or $19.99/month
30-day free trial + $19.99/month for the first year (billed monthly) OR $199/year ($16.58/month). New members only. |
InvestingPro | $15.99
$120 ($9.99 / month)
if paid annually | N/A |
TipRanks Premium | $359 ($30 / month)
No monthly plan | 30 day money-back guarantee |
Finviz Elite | $39.50
$299.5 ($24.96 / month) if paid annually | 30-day money-back guarantee |
Seeking Alpha Premium | $299 ($24.90 / month)
No monthly subscription | $4.95 for 1 month |
Overall, most competitors offer more features and options for investors. While Simplyy Wall St premium can be good for beginners and budget-conscious investors, it lacks against the main competitors.
FAQ
No, it does not provide analyst ratings or expert buy/sell recommendations like Morningstar or Motley Fool.
No, Simply Wall St does not support commodity tracking—it focuses only on stock market investments.
No, even in the premium plan, the Stock Comparison Tool only allows two stocks to be compared at a time.
It provides some industry insights, but it lacks in-depth sector research and macroeconomic analysis compared to platforms like MarketBeat or Zacks.
No, stock reports cannot be downloaded or exported, limiting offline analysis options.
Yes, but it is limited to fundamental performance metrics, not in-depth backtesting or interactive historical stock price charts.
Yes, premium users can view insider transactions, but the data is limited compared to platforms like TipRanks or MarketBeat.
Review Premium Stock Analysis Tools
How We Rated Premium Investing Analysis & Research Tools
At The Smart Investor, we evaluated premium investment research platforms based on their advanced features, data depth, and overall value compared to other paid alternatives. Each platform was rated based on the following key aspects:
- Advanced Fundamental Analysis Tools (20%): We assessed the depth of financial data, historical reports, earnings forecasts, and valuation models. Platforms that provided institutional-grade insights, DCF analysis, customizable financial models, and access to premium analyst reports scored higher.
- Advanced Technical Analysis Features (20%): We reviewed the availability of real-time charting, advanced indicators, custom scripting, and AI-driven pattern recognition. Platforms that offered backtesting tools, automated trading strategies, and integration with third-party software received better ratings.
- Stock Screener & Premium Filters (15%): A high-quality screener is essential for pro investors, so we evaluated customization depth, real-time filtering, and AI-driven stock discovery. Platforms offering pre-built expert screeners, backtesting capabilities, and sector-specific analytics scored the highest.
- Portfolio Tracking & Advanced Alerts (10%): We rated platforms on their ability to provide real-time performance tracking, portfolio rebalancing tools, and tax optimization insights. Platforms with smart alerts, AI-driven risk assessments, and brokerage integration ranked higher.
- Ease of Use & Customization (15%): We assessed how well premium platforms balance advanced capabilities with user-friendly interfaces. Those offering custom dashboards, API access, and seamless multi-device usability received better ratings.
- Pricing (20%): We considered how the plan's pricing compared to other premium plans and what benefits traders/investors get. Is it worth it overall?
