The LSE Directory / Fundamental data
Simply Wall St is a Sydney based investment research and portfolio tracking platform that converts company fundamentals into visual reports rather than spreadsheets or raw financial statements. Its core feature is the "Snowflake," a five axis graphic that scores a stock on value, future growth, past performance, financial health and dividends; the platform also offers a stock screener, portfolio and dividend tracking with transaction based true return calculations, watchlists, fair value estimates that recalculate every six hours during trading, and community written "Narratives" attached to each stock. As of 2026 it covers more than 120,000 stocks across roughly 90 global markets with over ten years of historical data, and it reports serving investors in more than 170 countries. The platform targets self directed retail and long term investors who want a simplified way to read fundamentals without building their own spreadsheets, positioning itself between raw data terminals built for professionals and simpler screener apps that lack narrative or educational context. A notable differentiator is that its analysis model, the logic behind the Snowflake scores and fair value estimates, is published as open documentation on GitHub under a Creative Commons license, so users can audit the methodology directly rather than take the scores on faith. Underlying financial and pricing data is licensed from S&P Global Market Intelligence, with Simply Wall St's own team producing the analysis layered on top of that data. The company was founded in Sydney in 2014 by Al Bentley, listed on the company's own site as founder and CEO; several third party company databases also credit Nick Van Den Berg as a co-founder. Bentley has said he built the tool after finding professional grade investing platforms too complex during his own early attempts at investing. Simply Wall St raised a $600,000 seed round in 2015 and a $2.7 million Series A in 2017, reached 200,000 registered users by 2018, and reported global market coverage together with profitability by 2019; the company now states more than 7 million registered users. Simply Wall St Pty Ltd (ACN 600 056 611) operates in Australia as a Corporate Authorised Representative (No. 467183) of Sanlam Private Wealth Pty Ltd under AFSL No. 337927, and its output is described as general information rather than personalised financial advice. In 2025 the platform added transaction based portfolio tracking that calculates money weighted true returns rather than simple price change, extending it from a research tool toward fuller portfolio management. Access is split across a free tier and paid Premium and Unlimited subscriptions billed monthly or annually.
