Simply Wall St Review 2023

Jeremy Biberdorf By: Jeremy Biberdorf Dec 29, 2022
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Simply Wall St Logo

4.6/5

4.6 rating based on 5 ratings

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In a nutshell: Simply Wall St is a financial technology company that provides stock research and analysis tools to individual investors. The company was founded with the goal of helping retail investors make informed decisions about their investments.

Simply Wall St’s platform offers a range of features, including stock research reports, historical performance data, and company reports, to help investors assess the financial health of a company and determine whether it represents a good investment opportunity.

FeesFavorite Feature
Free - $20/moCompany reports
Pros & Cons
Pros
  • Comprehensive stock research
  • Easy-to-understand visualizations
  • Free plan
Cons
  • Limited coverage
  • Limited customization

Compare to Other Investment Platforms:

Simply Wall St Logo
4.6 rating based on 5 ratings
4.6/5
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FeesFree - $20/mo

Seeking Alpha Logo
4.6 rating based on 5 ratings
4.6/5
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Fees$29.99/month for premium membership

Morningstar
4.5 rating based on 5 ratings
4.5/5
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Fees$249/year or $34.95/month for Morningstar Premium

Simply Wall St History

Simply Wall St was founded by Al Bentley, a self-taught stock investor who like many others had a painful experience when investing in stocks for the first time. The company was initially focused on providing stock analysis tools to individual investors, but it has since expanded its target audience to include professional investors as well. In addition, the company has received positive reviews from a number of well-known publications, including Forbes, CNBC, and TechCrunch.

Membership Options

Simply Wall St offers a range of membership options to suit the needs of different types of investors. Here is a brief overview of the different plans:

  • Free plan: Simply Wall St’s free plan includes access to stock research reports, historical performance data, and company reports. This plan is a good option for investors who want to test out the platform and see if it’s a good fit for their needs before committing to a paid subscription.
  • Premium plan ($10/mo): Simply Wall St’s premium plan includes all of the features of the free plan, as well as access to in-depth stock analysis, personalized portfolio recommendations, and alerts when key events occur. This plan is a good option for investors who want more detailed and personalized information about their investments.
  • Unlimited plan ($20/mo): Simply Wall St’s unlimited plan includes all of the features of the premium plan, as well as unlimited access to stock research reports and the ability to track an unlimited number of stocks. This plan is a good option for investors who need a more comprehensive and flexible platform.

Simply Wall St Features

Simply Wall St offers a range of features to help investors make informed decisions about their investments. Some of the key features include:

  • Stock research reports: Simply Wall St’s stock research reports provide detailed information on individual stocks, including financial data, risk analysis, and investment recommendations.
  • Historical performance data: Simply Wall St’s platform includes historical performance data for a wide range of stocks, including data on revenue growth, earnings per share, and other key metrics. This can help investors understand a company’s past performance and assess its potential for future growth.
  • Company reports: Simply Wall St’s platform includes comprehensive company reports that provide detailed information on a company’s financial health, business model, and competitive landscape. This can help investors understand the risks and opportunities associated with a particular company.
  • In-depth stock analysis: Simply Wall St’s premium and unlimited plans include access to more in-depth stock analysis, including personalized portfolio recommendations and alerts when key events occur. This can be a helpful tool for investors who want more detailed and personalized information about their investments.

Pros

There are several reasons why Simply Wall St might be a good fit for individual investors. Here are a few pros to consider:

  • Comprehensive stock research: Simply Wall St’s platform offers a wealth of information on individual stocks, including revenue growth, earnings per share, and other key metrics. This can help investors make more informed decisions about whether to buy, sell, or hold a particular stock.
  • Easy-to-understand visualizations: Simply Wall St’s use of colorful infographics and charts makes it easier for retail investors to understand complex financial data. This can be particularly helpful for those who are new to investing or who are not comfortable with more technical financial concepts.
  • Free plan: Simply Wall St offers a free plan that allows users to access a limited set of features, including stock research reports and historical performance data. This can be a great way for investors to test out the platform and see if it’s a good fit for their needs before committing to a paid subscription.

Cons

While Simply Wall St has many benefits, there are also some potential downsides to consider. Here are a few cons:

  • Limited coverage: Simply Wall St’s coverage is not as extensive as some other stock research platforms. This means that you may not be able to find information on every company that you’re interested in.
  • Limited customization: Some investors may find Simply Wall St’s platform to be somewhat inflexible, as it does not offer many customization options. For example, you may not be able to create your own custom reports or charts.

Is Simply Wall St Worth It?

Overall, Simply Wall St is a solid choice for individual investors who are looking for a comprehensive stock research platform. The company’s focus on visualizations and its wide range of features make it a user-friendly and informative tool for retail investors.

Ultimately, whether Simply Wall St is worth it will depend on your individual investment goals and needs. If you’re looking for a platform that can help you make more informed decisions about your investments, Simply Wall St is definitely worth considering.

If you’re interested in giving Simply Wall St a try, the company offers a free plan that allows you to access a limited set of features. This is a great way to test out the platform and see if it’s a good fit for your needs before committing to a paid subscription.

If you’re ready to take the next step in your investment journey, sign up for Simply Wall St today and start taking control of your financial future!

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Jeremy Biberdorf

About the Author:

Jeremy Biberdorf is the founder of Modest Money. After working many years in the website marketing industry, he decided to take on blogging full time and also get his finances headed in the right direction. Also check out his contributions to Equities.com and Benzinga.