Best Simply Wall St Alternatives in 2026
Simply Wall St's free plan gives you one portfolio of 10 holdings and five company reports a month. Snowball Analytics and Sharesight are the tracker swaps; Koyfin and TipRanks keep the research going. AllInvestView is our pick for the portfolio itself, with returns, dividends and tax reports on gains for 17 countries.
About Simply Wall St
Who it suits: Visual learners and beginner investors who want easy-to-understand stock analysis through infographics.
The alternatives
AllInvestView
Your Simply Wall St holdings, rebuilt from the trades with no 12-month window on the history. Then dividends with withholding tax, a forecast of what's coming and capital gains reports for 17 countries, bonds and options included.
Snowball Analytics
Snowball shares Simply Wall St's friendly look but puts dividends at the centre, with a calendar on every plan and a Dividend Rating on paid ones. Its free tier has the same 10 holdings in one portfolio.
Sharesight
Sharesight is for Simply Wall St users who want a tax-grade record; its gains report serves people resident for tax in Australia or Canada. Its free plan counts closed positions toward the 10-holding limit.
Koyfin
Koyfin is the step up for Simply Wall St users who want the numbers behind the pictures: ten years of financials and estimates on Plus, with charts and dashboards on the free plan.
TipRanks
TipRanks swaps the snowflake for a Smart Score built from analyst, insider and other signals, and ranks analysts by track record. Its Smart Portfolio syncs from major brokers and lists upcoming dividends and ex-dates for your holdings.
| Platform | Key Features | Pricing |
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Visual snowflake analysis, Easy to understand graphics, Global stock coverage, Portfolio health check, Dividend tracking | Free; Unlimited $259.99/year in App Store; web prices unpublished |
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AllInvestView
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Automatic portfolio tracking, AI-powered insights, Tax optimization & reporting, Fixed income tracking, Options pricing & analytics, Dividend tracker & forecasting, Broker sync integration, Multi-currency support, Community-driven development | Free plan available, plans from $6.99/month (Lifetime deal available) |
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Dividend calendar, ex-dates and forecasting, Dividend Rating on 13 fundamentals, Automatic broker sync across more than 1,000 institutions, Fund X-Ray on Analytics since July 2025 | Free tier (1 portfolio, 10 holdings); paid plans from $7.99/month or $79.99/year, up to $24.99/month or $249.99/year |
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Capital gains reports for Australia and Canada, FIF reports for New Zealand, Automatic dividend and DRP tracking, 200+ broker connections | Free plan with 10 holdings; paid plans from US$7/month (EUR 7 in Europe), unlimited holdings from US$18/month (EUR 17 in Europe), billed annually |
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Deep global fundamentals, estimates and macro data, Dashboards and charting you configure yourself, Portfolio holdings on desktop and mobile, synced, Generous free tier for research | Free plan; Plus $39/month, Premium $79/month, advisor tiers from $209/month |
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Analyst ranking by track record, Smart Score stock rating system, Insider trading signals, Hedge fund portfolio tracking | Free basic; Premium $349.99/year or $49.99/month in the App Store |
Our pick, and why
#1 Simply Wall St Alternative
AllInvestView
Portfolio tracking, analysis and tax reports
Everything you use Simply Wall St's portfolio for is here: holdings, returns against a benchmark, dividend income and yield. AllInvestView goes deeper, measuring performance from your first trade to any date you like and showing the portfolio as it was at any point, with look-through into what your ETFs hold. Bonds, options and property sit in the same portfolio, and the capital gains report puts four cost methods next to each other.
Our take: Choose Simply Wall St if you want visual, beginner-friendly stock analysis with unique snowflake charts. Choose AllInvestView if you need multi-asset portfolio tracking, advanced analytics, tax reports, and broker sync.
Where that shows up against Simply Wall St
Free plan, no credit card. Starter at $6.99/month, or own it once with the lifetime deal.
Create a free accountMove your history
A Simply Wall St portfolio is built from transactions, and the complete set lives with your broker, in the history file each account lets you download. Bring those files into Magic Import, which handles CSV and Excel files or pasted rows and lets you check the lines first. A supported broker can also connect read-only, so new trades turn up on their own.
Open the magic importQuestions people ask about Simply Wall St
Does AllInvestView have visual analysis like Simply Wall St?
AllInvestView provides charts and analytics dashboards. Simply Wall St's snowflake visualization is unique to their platform. AllInvestView focuses on deeper portfolio-level analytics.
Which is better for beginners?
Simply Wall St is excellent for beginners who want visual stock analysis. AllInvestView is better once you want comprehensive portfolio tracking across multiple asset classes.
Is Simply Wall St free?
There's a free plan with one portfolio of up to 10 holdings, five company reports a month and 12 months of portfolio history. Premium raises those limits and Unlimited removes them, with a seven-day Premium trial. AllInvestView's free plan also caps stocks, ETFs and funds at 10, and bonds and options sit outside it.
Does Simply Wall St connect to brokers?
Yes. It says it connects to more than 2,000 brokers and updates daily, and every plan includes an AI tool that reads uploaded transaction files. AllInvestView also connects supported brokers read-only, and Magic Import takes CSV, XLSX or XLS exports and asks about any row it cannot match.
Is Simply Wall St good for dividend investors?
It shows annual and monthly dividend income, current yield and yield on cost, with full dividend analysis on paid plans. Dedicated trackers go further on income: AllInvestView adds a calendar of upcoming payouts, an income forecast and the withholding tax on each payment.