Platform Overview
Simply Wall St launched in 2014 from Sydney, Australia, founded by Al Bentley and Nick Van Den Berg. The platform now serves over 5 million users worldwide, covering 120,000+ stocks across 90 global markets. Its core innovation is the "Snowflake" diagram—a visual representation of stock health across five dimensions.
AllInvestView focuses on comprehensive portfolio tracking rather than stock analysis. It supports multiple asset classes including bonds with yield-to-maturity calculations, options with real-time Greeks, and provides tax reporting across 14+ jurisdictions. The platform emphasizes flexibility through AI-powered imports and direct broker synchronization.
Simply Wall St
Visual stock analysis with Snowflake diagrams. Strong research tools for equity investors who prefer infographics over spreadsheets.
AllInvestView
Our PickComprehensive portfolio tracking for all asset classes. Full support for bonds, options with Greeks, and detailed tax reporting across multiple jurisdictions.
Visual Analysis: Simply Wall St's Strength
Simply Wall St built its reputation on the Snowflake diagram—a five-point visualization that instantly communicates a stock's profile:
- Value: Is the stock undervalued based on DCF models and comparable analysis?
- Future: What are the growth expectations based on analyst forecasts?
- Past: How has the company performed historically?
- Health: Is the balance sheet strong with manageable debt levels?
- Dividends: Does it pay dividends and are they sustainable?
This visual approach helps beginners understand complex financial data quickly. Color-coded indicators show strengths (green) and weaknesses (red) without requiring deep financial knowledge.
Simply Wall St excels at: Quick stock research for visual learners. You can assess a company's overall health in under 5 minutes using their infographic-style reports.
AllInvestView takes a different approach. Rather than analyzing individual stocks, it focuses on tracking your actual portfolio performance, calculating real returns including dividends and currency gains, and preparing tax-ready reports. If you need stock research, AllInvestView integrates with your existing research tools rather than replacing them.
Supported Asset Types
Stocks and ETFs
Both platforms handle equities well. Simply Wall St provides in-depth research reports with valuation models. AllInvestView tracks your positions with accurate cost basis, dividend income, and performance attribution.
Fixed Income (Bonds)
Simply Wall St: Does not support bonds. The platform focuses exclusively on equities.
AllInvestView: Provides a dedicated bond calculator with yield-to-maturity, duration metrics, coupon schedules, and accrued interest calculations. Track corporate bonds, government bonds, and municipal bonds with proper analytical tools.
Options
Simply Wall St: No options support. Cannot track derivatives of any kind.
AllInvestView: Full options tracking including real-time Greeks (Delta, Gamma, Theta, Vega), Black-Scholes pricing, expiration monitoring, and multi-leg strategy tracking. Essential for anyone writing covered calls or running more complex strategies.
Cryptocurrency
Simply Wall St: Does not support cryptocurrency tracking.
AllInvestView: Real-time crypto prices with flexible import from any exchange or wallet. Track Bitcoin, Ethereum, and altcoins alongside traditional investments.
Liabilities and Net Worth
Simply Wall St: Cannot track liabilities. Shows only assets, not true net worth.
AllInvestView: Track mortgages, loans, margin debt, and other liabilities. See your actual net worth by accounting for what you owe alongside what you own.
Important distinction: Simply Wall St is primarily a stock research tool with basic portfolio tracking. AllInvestView is a comprehensive portfolio tracker that works across all asset classes.
Portfolio Tracking Capabilities
Simply Wall St offers portfolio tracking as a secondary feature. You can link brokerages via Plaid (2,000+ supported) or manually enter positions. The platform calculates returns including dividends, currency gains, and internal rate of return. However, data updates daily—not real-time—making it unsuitable for active traders.
AllInvestView centers entirely on portfolio tracking:
- Multiple Portfolios: Separate taxable, retirement, and other accounts
- Accurate Cost Basis: FIFO, LIFO, or Average Cost tracking
- Performance Attribution: See what's driving your returns
- Dividend Tracking: Complete history with tax-lot matching
- Rebalancing Tools: Target allocation vs current allocation
- Offline Access: PWA works without internet connection
Tax Reporting Tools
Tax reporting represents one of the largest gaps between these platforms.
Simply Wall St Tax Support
Simply Wall St does not provide capital gains tax calculations. The platform tracks dividend income but does not offer:
- Capital gains/loss reports
- Cost basis method selection (FIFO/LIFO/ACB)
- Wash sale detection
- Tax-loss harvesting identification
- Multi-jurisdiction support
AllInvestView Tax Engine
- 14+ Tax Jurisdictions: Pre-configured rules for US, UK, Australia, Canada, Germany, France, Spain, Italy, and more
- Cost Basis Options: FIFO, LIFO, Average Cost Basis (ACB), and specific lot identification
- Progressive Brackets: Automatic calculations showing tax at each bracket level
- Wash Sale Detection: Configurable windows for jurisdictions that apply these rules
- Loss Carryforward: Track unused losses across multiple tax years
- Export Formats: PDF, Excel, and CSV reports ready for accountants
For UK investors: AllInvestView supports Section 104 pooling (Average Cost Basis) as required by HMRC. Simply Wall St does not provide this calculation.
Data Import Methods
Simply Wall St connects to brokerages through Plaid, supporting over 2,000 institutions. When your broker is supported, portfolio syncing happens automatically. Manual entry is available but tedious for large portfolios.
AllInvestView provides multiple import options:
- SnapTrade Integration: Direct connections to Interactive Brokers, Charles Schwab, DEGIRO, and other major platforms with nightly automatic synchronization
- Magic Import with GPT-4: Upload any CSV file and let AI identify columns automatically—no manual mapping required
- Broker-Specific Templates: Pre-configured formats for Trading 212, Fidelity, ING, and 50+ other platforms
- Manual Entry: Quick transaction forms for positions from any source
Feature Comparison Table
| Capability | Simply Wall St | AllInvestView |
|---|---|---|
| Stocks & ETFs | ||
| Visual Stock Analysis (Snowflake) | ||
| Bond Analytics (YTM, Duration) | ||
| Options with Greeks | ||
| Cryptocurrency Tracking | ||
| Liability Tracking | ||
| Capital Gains Tax Reports | ||
| FIFO/LIFO/ACB Methods | ||
| Multi-Jurisdiction Tax | ||
| AI-Powered CSV Import | ||
| Brokerage Sync | ||
| Global Market Coverage | ||
| Native Mobile Apps | ||
| Offline Mode | ||
| Lifetime Pricing | ||
| Free Plan |
Pricing Breakdown
Simply Wall St requires annual billing for paid plans:
| Plan | Price | Key Features |
|---|---|---|
| Free | $0 | 1 portfolio, limited reports, basic screeners |
| Premium | $120/year | Unlimited portfolios, Excel export, S&P Global data |
| Unlimited | $240/year | Unlimited reports, Chrome extension, full features |
AllInvestView offers flexible options:
| Plan | Price | Key Features |
|---|---|---|
| Free | $0 | Full tracking, limited holdings |
| Pro | $5.99/month | Unlimited holdings, tax reports, AI import |
| Lifetime | One-time payment | All Pro features forever, no recurring fees |
At $120-240/year for Simply Wall St vs $60/year (or one-time lifetime) for AllInvestView, the cost difference is significant—especially considering AllInvestView's broader feature set.
Track Your Entire Portfolio, Not Just Stocks
AllInvestView handles bonds, options, crypto, and provides the tax reports Simply Wall St can't. Start free today.
Which Should You Choose?
Choose Simply Wall St if:
- You're a visual learner who prefers infographics over data tables
- You primarily research and invest in individual stocks
- You want quick health checks on companies you're considering
- You don't need tax reporting or capital gains calculations
- You prefer native mobile apps over web-based solutions
Choose AllInvestView if:
- Your portfolio includes bonds, options, or alternative assets
- You need capital gains tax reports for any jurisdiction
- You want to track true net worth including liabilities
- You have CSVs from multiple brokers to import
- You prefer lifetime pricing over annual subscriptions
Bottom line: Simply Wall St excels at making stock research accessible through visualization. AllInvestView excels at comprehensive portfolio tracking with proper tax support. Many investors use both—Simply Wall St for research, AllInvestView for tracking.
Common Questions
Does Simply Wall St support bonds and options?
No. Simply Wall St focuses exclusively on stocks and ETFs. It does not provide bond analytics, yield-to-maturity calculations, or options tracking. AllInvestView supports all asset classes including bonds with full analytics and options with real-time Greeks.
Which platform has better tax reporting?
AllInvestView provides comprehensive tax functionality including capital gains reports, FIFO/LIFO/ACB cost basis methods, wash sale detection, and support for 14+ tax jurisdictions. Simply Wall St does not offer capital gains tax calculations or cost basis tracking.
Can I track my net worth including mortgage on Simply Wall St?
No. Simply Wall St only tracks assets, not liabilities. You cannot record mortgages, loans, or margin debt. AllInvestView supports full liability tracking to show your actual net worth.
How do I move my data from Simply Wall St to AllInvestView?
Simply Wall St does not export portfolio data. Export transaction history directly from your brokerages instead, then use AllInvestView's Magic Import which automatically recognizes most broker CSV formats through AI processing.
Is Simply Wall St data real-time?
No. Simply Wall St updates data daily, not in real-time. This makes it suitable for long-term investors but not for active traders who need current prices. Simply Wall St is primarily a research tool, not a real-time portfolio tracker.
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