Simply Wall St Reviews

Simply Wall St. has succumb to monthly subscriptions. The recent update has introduced limited information, you basically get the company’s name and the snow flake, not even the current share price. While I agree the information is compiled in a way that make it easier for us to read, the new UI system is very confusing. When it was introduced it took me along time get used to it Vs. the old UI system. Making a portfolio is pointless, it is so hard to just enter information in the cells on a iPhoneX that makes me wonder who they make SimplyWallSt for. I would love to see the application come back but it is on the path of IBillionaire.

If you own more than 30 stocks, beware that you must pay for the “Ultimate” package and not the “Premium.” What they’ll do is give you full access for 30 days and then block access to your portfolio instead of simply capping stocks over the initial 30 you own. This change happened after I paid for full portfolio access. Like they literally made a change after I paid for the service, citing “technology investments.”Additionally, the 30 stock views per month don't carry over, making it difficult to monitor multiple stocks regularly without limiting research on similar ones. Disappointed with the lack of prorated cancellation option, just offered to disable auto-renewal.

I love Simply Wall St. for their overall concept — taking a plethora of complex statistical data and simplifying it for the average investor. However, I’ve taken to just using the mobile website when accessing my portfolio instead of SimplyWallSt . The developers seem unable to provide users with consistent data from one device to the next. On the website, everything is as it should be; however, on the iOS apps everything is off. I am invested in 18 stocks, but on the iPhone app, it says I am holding 27 — the sum of the ones I am holding and all of the stocks I have liquidated — even though I have “checked” the option to not show liquidated stocks. And on my iPad, it shows 23. Three different views for one portfolio.

More still, there is a disconnect across every category of measurement of my portfolio’s performance from one device to the next. All this makes their iOS apps pretty much useless.

I trust that Simply Wall St. knows a thing or two about finance and statistics. And the UI is gorgeous. But if they want to make it in SimplyWallSt market, they need to get people who can make the experience consistent.

App provides high level, simple overview of each company with all relevant commentary and updated news articles. That’s all SimplyWallSt is good for, I’ve found SimplyWallSt lagged in live trading. User interface is pretty difficult to use, complex to the point I don’t want to understand. Portfolio tracker is useless, discover other portfolios dates back 3 years ago. Constantly updating, I had 6 app updates in the last 3 days. The straw that broke the camels back, SimplyWallSt requested access to other stock apps I pay for on my phone. I don’t appreciate the snooping when I’m a paid subscriber.

The last app update broke the ability to update linked portfolios, this is pretty much a deal breaker (will not renew my subscription if this is not fixed ASAP). The delay in updating prices after (US) market closure is very annoying. I don’t expect real-time data but 20min-delayed data are mostly free everywhere and getting timely notifications on price action during market (and extended market) hours is pretty important even maintaining long term portfolios; with this limitation, SWS will never be a primary investment app. The fair-price model inability to price several young companies is also hard to swallow.
On the positive side, I like the weekly summary format, the portfolio analysis and the overall organization of data in SimplyWallSt . Overall, this not yet a must have app but it’s improving rapidly. Time will tell…

SimplyWallSt can prove to be extremely helpful. What’s not working: when you delete a stock from your portfolio because you no longer own it, the little circle spins and spins, indicating it’s working on that process. Next day: the little circle is still spinning after 25 hours; spinning and spinning into eternity. For eighty bucks a year you expect a certain level of proficiency in SimplyWallSt . The inability to remove a stock from your portfolio is basic and it is not happening for this user.

No back button. Crazy. Once I pick a stock in a portfolio there is nO back button on the iPad. I contact them, they tell me they know, but aren’t interested enough to fix the issue and can’t I just use the webpage version. Or, use the smaller iPad and only use the portrait mode...then there’s a back button. But not on the Pro. And feel free to contact them if I have any problems! What?
Now they send an email suggesting I download the improved app. Well, that proved to be an exercise in frustration...still not fixed.
What a strange world view to deprioritize the fundamentals needed for a functional app. Functional app first guys!
So, save yourself the headache and stick to the webpage version. That at least bookmarks well to the desktop. Then you’ll have a great aNd functional investment service.

The information on SimplyWallSt is days if not weeks out of date. I’ve used it for years and I have paid for a premium membership for about 2 years now. I still find some of the information useful (e.g., financial health) but at this point, most of what I’m looking at is available for free elsewhere, you just don’t get a nice snowflake. Don’t get me wrong, I still use SimplyWallSt all the time, but more and more I find myself taking anything from it with a grain of salt. Screener also seems to be too finicky. Overall, I still like it alright, but am strongly considering canceling my membership, as I don’t feel the they are providing anything I can’t get for free, and the data is not up to date, whereas the free sources are.

Pros:
•Easy to read data
•Great stock screener
•Well Documented DCF calculation on their GitHub
•Covers most of the essential DD
•Great way to learn fundamentals for new traders
•Price is actually undervalued for the information you get.
•News and events overlayed on price history is a great resource.

Cons:
•Institutional ownership is not entirely accurate and may take a while before it’s updated. An API hook into fintel’s API would drastically increase the reliability of this data.
•Missing/Removed valuations from some tickers this may be a result of an increase in tolerances.
•Snowflake is useless.
•Portfolio is pretty useless as well, prone to errors and bugs. I wasted too much time in the past trying to get it to work.

Overall: Perfect for screening and brief evaluations. I’d like to see the portfolio portion removed all together, it doesn’t really seem to fit with my personal use case, I simply ignore it. Some data can be outdated like company descriptions and ownership info. I’d like to see investor presentations in here and more consistency in the data. Also a filings table, and links to company investors page would pretty much round out SimplyWallSt for me. Either way for the current price you really can’t beat the volume and readability of the data you get.

Support for older versions of windows that has been discontinued is disappointing as I don’t run out and donate to Bill Gates every time he offers suckers a supposed upgrade to a new improved windows product that does nothing that the older versions didn’t already do for practical purposes. And the mobile version could use larger print.
On the plus side, the information offered is quite extensive and educational. I’m still learning about all that’s offered and am liking it more as I move along. Cost is reasonable as one could spend thousands of dollars monthly for information. The daily updates to a portfolio provide analysis that might otherwise be overlooked.

I would pay for this if there was an option do to so in SimplyWallSt . This is a very easy to understand app and helps beginner to intermediate traders get a good perspective of a given stock (they even have info on emerging market stocks in depth). The issue I see is the news section is not updated so leads me to believe they’re not updating balance sheets for that long as well and we are not getting real time info. Developer, this is a great idea and there’s nothing like it elsewhere, work on it!

Pros: The data is presented very well and it’s a great way to get a feel for a particular stock and how it works in a portfolio.

Cons: There are some issues with the mobile app. If you want to add stocks that you have previously purchased you have to go to the desktop because the mobile app doesn’t allow additional purchases of the same stock.
In the free version you get up to 10 stocks. I added 7 but it shows I have 0 remaining. Huh? It also looks like it might time me out of everything at some point but It’s hard to tell.

A request... if someone has a “learner” account, could you just let us have it? A serious investor or trader would be happy to pay a subscription but it shouldn’t cost more than the stock you’re tracking.

This is a great platform that needs some tweaks to become truly excellent.

Lots of good information in one place. One area that I have issues with is when I see something where it says: 43 analysts cover this stock and 20 of them went into average fair value price determination. I want to know *who* is influencing the analysis. Is it Morningstar, Wells Fargo, or is it Al and Bob’s Garage investments. I want to know so that I can decide just how confident I should be about their prognosis.

It’s nice to know that big players are watching a stock, but if their analysis isn’t part of the aggregate results… it’s harder to trust.

There’s no better resource for understanding the market and the positions you’ll be looking into. The $10/mo Option is your best bet for being able to fully understand what you’ll be investing in. You get an enormous amount of data for every company you can think of. Day trading is not feasible for beginners and those who don’t yet understand short trends. I focus on monthly/yearly trading and have a few positions that I’ll be holding onto for the foreseeable future thanks to the information I gained through Simply Wall St

I’ve been using Simply Wall St for a couple years. I like to refer to it for easy access to company fundamentals, valuations, growth prospects, etc. And its fun to do research on prospective investments. Its graphics are helpful at a glance. I get pretty much all the same data from my brokerage service, but there it takes much more time to access the data. Where here its just simple and fast and straight forward, and that’s worth a lot. I myself only use of a fractions of its capabilities. And I do appreciate their take on the markets.

My husband has been involved in the stock market for 30 years. I’ve just recently gotten involved. Mostly research and wishlist. At first hubby laughed. Now before he buys anything he runs it by me and I run it by Simply Wall Street. As my wishlist has beat the market all but one week in 6 months. SWS is jammed packed with info. Lots and lots of info and at a price you can’t beat. I’ve had no problems with SimplyWallSt or the info. 5 stars

I’ve been trying to decide on a StocksScreener app for a few months and this is my pick. I pay for the premium feature and I love their snowflake model, which seems to be unique to SimplyWallSt. They have up to date info, it’s an easy interface and the catalogue of companies analyzed is very deep. The custom screener feature is simple to understand and works well for me. Great app would recommend to a friend.

I think Simply Wall Street gives you a lot of information that is easy to digest and easy to read. This accompanied by many graphs and charts gives you all the material needed to make investing decisions. I think this investment tool gives you the most valuable information for the cost of any of the other products out there. More bang for your buck fits perfectly this investment protocol.

Simply Wall Street allows you to store you stock portfolios in one place. You have a variety of tools to pick and evaluate stocks.

Additionally your stocks are rated by SWS on a set of consistent parameters which are well defined and clearly explained.

Personally I love their snowflake abstraction of stock characteristics. Using the snowflake pattern of a winning stock is a great way to find candidates for you next winning stock.

As of this date I believe I have been a user of this app for 4 years. Though I have switched from other services during this period I find the information presented is in an order that makes an impact for me and the reason I continue using the service that they keep on improving the product and making it more relevant.

When I come across a company that I might be interested )like reading an article in Barron’s) my first look see about the company is this app. I find the break out of information and data well presented and accurate when I compare it to other sites.