What it does
Simply Wall St combines visual company reports, stock screening and portfolio tracking for global equities. Free accounts receive five company reports a month and one portfolio with ten holdings. Premium and Unlimited increase those allowances and add broker sync.
Use a company report to inspect the components behind the Snowflake visual, including financial health, past performance and valuation assumptions. The picture is a starting point; forecast-based valuations remain estimates.
Report and portfolio limits
| Plan | Company reports | Portfolio capacity |
|---|---|---|
| Free | Five per month | One portfolio, ten holdings |
| Premium | 30 per month | Three portfolios, 30 holdings each |
| Unlimited | Unlimited | Unlimited portfolios and holdings |
Registration starts a seven-day Premium trial without payment details, then moves automatically to Free. Broker syncing starts on Premium; Excel and PDF exports require Unlimited.
If you downgrade with more holdings than Free permits, Simply Wall St retains the data but restricts access to the extra stocks until you upgrade again.
Strengths
- Organizes company fundamentals into visual reports
- Portfolio analysis includes dividends and currency effects
Watch out for
- Free screener results show only the top four matches
- Excel and PDF export requires Unlimited
Best for
- Learning the parts of a fundamental company review
Sources
- Free Portfolio Tracker, Stock Insights and Community - Simply Wall St (Oct 25, 2026)
- Simply Wall St subscription comparison and FAQ (Oct 27, 2026)