Simply Wall St Promo Code ($10)

About

Simply Wall St is a visual portfolio and stock research platform for long-term investors. It compresses fundamentals, valuation, growth, financial health, dividends, management, and insider activity into Snowflake reports and narratives so you can judge a business in minutes instead of rebuilding the same spreadsheet for every ticker. Coverage is marketed at 120,000+ global stocks across roughly 90 markets, with institutional-quality data sourced from S&P Global Market Intelligence.

The homepage positions Simply Wall St as a “portfolio command center”: sync multiple brokers, see true performance (including dividends and currency effects), stress-test dividend quality, and compare portfolio fair value versus market price. Discovery tools — Snowflake screener, curated investing themes (AI, EVs, nuclear, and more), and daily alerts on earnings, dividends, valuation changes, and insider trades — help you find and monitor ideas without living in filings all day.

It is deliberately buy-and-hold oriented. You will not find Level 2 or options flow here. What you get is approachable, visual fundamental analysis trusted by millions of retail investors who want clarity over complexity — with the usual caveat that fair-value models and narrative summaries are starting points, not oracles.

Key features

• Snowflake company reports: visual scores across value, growth, past performance, health, and dividends plus written narratives.
• Portfolio tracker: multi-broker sync (2,000+ brokers marketed), IRR/true return, dividend income, and currency P&L.
• Dividend quality & forecasts: stress-tests payouts and projects income so fragile dividends surface before a cut surprises you.
• Global screener & themes: filter 120k+ names or browse curated investing idea collections.
• Fair value & valuation views: DCF-style intrinsic value framing and portfolio-level valuation aggregates.
• Smart updates: alerts on earnings, dividends, valuation shifts, and insider activity for holdings and watchlists.

Plans/pricing

Simply Wall St typically sells Free, Premium, and Unlimited tiers (limits on reports, portfolios, screeners, and holdings increase with each step). Third-party reviews commonly cite Premium around ~$10–11/month and Unlimited around ~$21–22/month on annual billing, with a free tier for light use and a short money-back window on paid upgrades — but the public pricing URL was not reliably fetchable at write time, so confirm exact dollar amounts and report caps on the live checkout after you open our partner link.

SaveOnTrading’s offer is a straightforward $10 off through our affiliate URL — no coupon code required on our side. Verify the credit appears before you pay.

Who it's for

Long-term and dividend-focused investors who want visual fundamentals and a multi-broker portfolio cockpit. Excellent for self-directed investors who find traditional terminals overwhelming but still want institutional-grade data packaging. Less useful for day traders, options flow traders, or anyone who needs funds/ETF deep holdings tooling beyond what the platform currently emphasizes (some users note limited fund coverage).

Limitations

• Not a trading, charting-DOM, or options analytics platform.
• Fair value and Snowflake scores are model outputs — always sanity-check against filings and your own assumptions.
• Free and mid tiers cap monthly reports / portfolio size; power users usually need Unlimited.
• Best for stocks; fund/ETF depth may be thinner than dedicated fund research tools.
• Partner pricing and regional list prices can vary — confirm the $10 SaveOnTrading credit on your invoice.

Simply Wall St vs other research tools on SaveOnTrading

Simply Wall St wins when you want a visual “Snowflake” snapshot plus a multi-broker portfolio cockpit. If you need filing-level dilution risk on micro-caps, use DiluTracker or Ask Edgar instead. For deeper spreadsheet-style financials and custom screeners, compare Stock Analysis, Koyfin, and Fiscal.ai. Dividend-income tracking is stronger in The Dividend Tracker than in Simply Wall St’s general portfolio views.

A practical stack many long-term investors use: Simply Wall St for portfolio health and fair-value narratives, Stock Analysis or Koyfin when a ticker needs a deeper model, and a separate broker for execution.

Best workflows with Simply Wall St

1. Portfolio pulse: sync brokers, check IRR and dividend quality, then open Snowflake reports only on holdings that look stretched or fragile.
2. Theme discovery: browse curated investing themes, shortlist 5–10 names, and save them to a watchlist with valuation/earnings alerts.
3. Thesis hygiene: use Narratives / fair-value views as a checklist — then verify debt, dilution, and filings before sizing.

How the SaveOnTrading offer works

Save $10 on Simply Wall St via our partner link. No coupon code is required. Click through from SaveOnTrading, create or sign into your Simply Wall St account, choose Free / Premium / Unlimited as needed, and confirm the $10 partner savings on the payment screen before you subscribe.