What is Simply Wall St?
Simply Wall St offers comprehensive investment research tools that leverage artificial intelligence to analyze global stock markets. The platform provides portfolio tracking with detailed performance metrics including realized and unrealized gains, dividend payments, currency gains, and annualized returns. Investors can access visual analysis through the Portfolio Snowflake feature, which offers an at-a-glance view of portfolio health and risk exposure.
The platform includes discovery and research capabilities covering 120,000 stocks across 90 global markets with 10+ years of historical data. Users can filter stocks using the Snowflake Screener based on specific criteria for growth, value, or dividends. The system generates daily alerts on earnings, dividends, valuation changes, and insider trading to keep investors informed about market developments.
Features
- Portfolio Tracker: Track multiple accounts and brokers with performance metrics including realized/unrealized gains, dividends, and annualized returns
- Stock Screener: Filter 120,000 global stocks using visual analysis based on growth, value, or dividend criteria
- Snowflake Analysis: Visual portfolio health assessment that flags winning positions and risk exposures
- Dividend Forecasting: Stress-test dividend quality and project future income with fragility alerts
- Market Alerts: Daily notifications on earnings, dividends, valuation changes, and insider trading
- Community Narratives: Participate in discussions and gain insights from like-minded investors
- Broker Integration: Sync with 2000+ brokers or import trade history quickly
- Institutional Data: Access S&P Global Market Intelligence data with 10+ years of historical information
Use Cases
- Tracking investment portfolio performance across multiple accounts and brokers
- Researching global stocks using visual analysis and institutional-grade data
- Screening for investment opportunities based on specific growth, value, or dividend criteria
- Monitoring dividend quality and forecasting future income from investments
- Receiving daily market alerts about earnings, dividends, and valuation changes
- Analyzing portfolio risk exposure through visual snowflake analysis
- Comparing stock valuations using fair value estimates based on future cash flows
- Participating in investment community discussions and gaining market insights
