Simply Wall St is the best tool in the world at one specific thing: making a stock's fundamentals instantly readable. This honest 2026 comparison covers what it genuinely excels at, where it concretely stops, and how it stacks up against PortfolioTrackr so you can pick the right tool for how you actually invest.
What is Simply Wall St genuinely best at?
Simply Wall St is the best tool for making a single stock's fundamentals instantly readable. Its signature Snowflake visual condenses five dimensions of fundamental analysis into one glanceable shape: valuation (including a discounted-cash-flow fair value), future growth, past performance, financial health, and dividends.
That Snowflake is generated identically for 120,000+ stocks across 90 markets, all built on S&P Global data. No other tool turns deep fundamental research into visuals this cleanly, and roughly 7 million investors use it for exactly that purpose.
If your question is "is this company's balance sheet healthy, is it growing, and does the DCF suggest it is cheap or expensive," Simply Wall St answers it faster than reading a 10-K. That is its core strength, and it is a real one.
The plans, as of August 2026
Simply Wall St has a genuinely usable free tier with no credit card ever required. As of August 2026, the paid plans are billed yearly only, with no monthly billing option:
- Free: 1 portfolio with a 10-holding maximum, 5 company reports per month, 3 watchlists of 50 stocks each, limited screeners and alerts (top 4 results), plus AI transaction import and S&P Global data.
- Premium (119.40/year, marketed as 9.95/month equivalent): 3 portfolios, 30 holdings each, 30 company reports/month, 10 screeners, 20 watchlists.
- Unlimited (239.40/year, 19.95/month equivalent): unlimited portfolios, holdings and reports, PDF export, and data audit.
Every new signup gets 7 days of full Premium free with no card; on day 8 it drops to Free automatically. Prices are region-localized, so US visitors see the same figures in US dollars.
Where does Simply Wall St stop?
Simply Wall St stops at anything that is not a long-term equity decision. It is a research and analysis tool first, and portfolio tracking is the companion feature, not the core. The concrete limits matter more than the marketing.
It is equities only
Simply Wall St covers stocks only. Their own help center, updated July 2026, states that mutual funds, bonds and fixed income, and cryptocurrencies are not covered and cannot be added to a portfolio at all.
- ETFs are trackable, but by their own admission they "don't fit well into our company report analysis model," so there is no real ETF analysis.
- REITs lack FFO metrics, which are the numbers REIT investors actually care about.
- Crypto simply cannot be added, which is a hard stop for anyone holding BTC-USD or ETH-USD alongside shares.
Prices are end-of-day only
Simply Wall St does not offer real-time or intraday prices. Share prices update end-of-day only, batched up to 6 hours, which is fine for a fundamentals thesis but useless for anything shorter than long-term investing.
If you want to know what your portfolio is worth right now, or you want to be told when a level is hit during the session, that is not what this tool is for. That gap is one of the most common reasons people look for a companion, as we cover in our broader real-data comparison of six portfolio trackers.
Other honest constraints
- No monthly billing exists. You commit to a full year.
- The free tier is tight: 1 portfolio, 10 holdings, 5 reports a month.
- There is no desktop app. You get web, iOS, Android, and a Chrome browser extension.
None of these are dealbreakers if long-term equity research is all you need. They become dealbreakers the moment your real portfolio is broader than that.
Simply Wall St vs PortfolioTrackr: a fair side-by-side
Simply Wall St and PortfolioTrackr are built for different jobs. One is a fundamental research tool with tracking attached; the other is a real-time, multi-asset tracker. Here is the honest comparison using only verified facts.
| Feature | Simply Wall St | PortfolioTrackr |
|---|---|---|
| Core purpose | Fundamental stock research (Snowflake, DCF) | Real-time multi-portfolio tracking |
| Asset classes | Stocks only; no crypto, bonds, funds | Stocks and crypto across 95 exchanges |
| Price updates | End-of-day, batched up to 6 hours | Real-time / intraday |
| Alerts | Limited, top 4 results on free tier | Every position checked, alerts within a minute of your level |
| Billing | Yearly only (as of August 2026) | Flexible plans |
| Currencies | Region-localized display | 67 currencies for display and conversion |
| Broker input | 2000+ broker sync / trade import | 35 brokers via SnapTrade, plus Alpaca, Bybit, IBKR direct; manual, CSV, voice, screenshots |
The table makes the split obvious. Simply Wall St wins on fundamental depth for a single stock; PortfolioTrackr wins on breadth, live pricing, and multi-asset tracking. If you hold both stocks and crypto, our guide on tracking stocks and crypto together in one app shows why that matters.
How PortfolioTrackr handles what Simply Wall St cannot
- Crypto lives alongside stocks. PortfolioTrackr tracks BTC-USD, ETH-USD, and thousands of other tokens next to your AAPL and EMAAR.AE positions.
- Prices are live. You see current value during market hours, not a figure from six hours ago.
- Alerts fire within a minute. Every position and every watchlist level is checked once a minute, around the clock, and you hear within a minute of your level being hit. Watchlist alerts are a Pro and Lifetime feature.
- Connecting a broker is optional. Manual entry, CSV, voice, text, and broker screenshots all work on every plan.
To be clear about what PortfolioTrackr reports: it shows status against your own levels, such as "still below target," "Target 1 reached," or "stop-loss level reached." It does not tell you what to do. It surfaces the facts so you can check your own plan.
Who should stay with Simply Wall St?
You should stay with Simply Wall St if fundamental stock research is the main thing you want, and that is a large group of investors.
- Long-term equity investors who buy and hold individual companies for years and rarely check intraday prices.
- Value and dividend investors who live in DCF fair values, financial-health checks, and dividend sustainability, all of which the Snowflake surfaces at a glance.
- Anyone who owns only stocks and ETFs and has no crypto, bonds, or funds to worry about.
- Investors who want a single research read per company and are happy with the 5 free reports a month, or who will pay yearly for more.
For that reader, Simply Wall St is excellent, and switching away from it purely for tracking would mean losing the best fundamentals visual on the market. Honesty about that is exactly why it earns its 7 million users.
Who should switch, or add a companion?
You should switch, or more sensibly add a companion tracker, if your real portfolio is broader or faster than Simply Wall St was built for.
Switch if any of these describe you
- You hold cryptocurrency. Simply Wall St cannot add it at all; PortfolioTrackr tracks stocks and crypto together.
- You need live prices and want to know your portfolio's value during the session, not end-of-day.
- You want alerts that actually fire when your level is hit, rather than a top-4-results limitation.
- You trade across many markets, from the NYSE and London Stock Exchange to frontier venues like the Colombo Stock Exchange or Nairobi Securities Exchange.
- You run multiple portfolios and want them consolidated, which we cover in our guide for investors with multiple accounts.
The pragmatic answer: use both
Many investors keep Simply Wall St for the fundamental read on a company and use PortfolioTrackr for the live, multi-asset picture of what they actually own. The two do not compete for the same job.
- Use Simply Wall St to decide whether a company's fundamentals look sound before you buy.
- Use PortfolioTrackr to track the position afterwards, in real time, across every exchange and currency you touch, alongside your crypto.
If you are weighing a full switch, our honest best portfolio tracker app comparison lays out the tracking side in detail.
The bottom line
Simply Wall St is the best fundamental research tool for long-term equity investors, and its Snowflake genuinely has no equal at turning valuation, growth, health, past performance, and dividends into one readable shape across 120,000+ stocks. If that is your whole need, stay.
PortfolioTrackr is a different tool for a different job: real-time tracking of stocks and crypto across 95 exchanges, in 67 currencies, with alerts within a minute of your level being hit and optional broker connections. If you hold crypto, need live prices, or run multiple portfolios, that is where Simply Wall St stops and a dedicated tracker begins.
Try it against whatever you use today
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Start Free Trial See the live demo first →Frequently asked questions
Is there a Simply Wall St alternative that tracks crypto?
Yes. Simply Wall St cannot add cryptocurrency to a portfolio at all, per its own July 2026 help center. PortfolioTrackr tracks stocks and crypto together across 95 exchanges, so you can hold BTC-USD and ETH-USD next to your shares with live prices and consolidated returns.
Does Simply Wall St have real-time stock prices?
No. Simply Wall St updates share prices end-of-day only, batched up to six hours. That works for long-term fundamental research but not for intraday tracking. If you need live prices during market hours, a dedicated tracker like PortfolioTrackr is built for that job.
How much does Simply Wall St cost in 2026?
As of August 2026, Simply Wall St bills yearly only. Premium is 119.40/year (marketed as 9.95/month equivalent) and Unlimited is 239.40/year (19.95/month equivalent). There is a genuine free tier with no card required, plus a 7-day full Premium trial for new signups.
Can I use Simply Wall St and PortfolioTrackr together?
Yes, and many investors do. Simply Wall St handles the fundamental research read on a company before you buy, using its Snowflake and DCF fair value. PortfolioTrackr then tracks the position in real time across every exchange, currency, and crypto holding you own.
Does Simply Wall St have a monthly plan or desktop app?
No to both. Simply Wall St bills yearly only, with no monthly option as of August 2026, and there is no desktop app. You get the web app, iOS, Android, and a Chrome browser extension. That annual commitment is one common reason investors look elsewhere.
