{"id":654,"date":"2026-10-15T11:10:07","date_gmt":"2026-10-15T11:10:07","guid":{"rendered":"https:\/\/katteb.com\/blog\/?p=654"},"modified":"2026-10-15T11:10:07","modified_gmt":"2026-10-15T11:10:07","slug":"simply-wall-st-ai-agent","status":"publish","type":"post","link":"https:\/\/katteb.com\/blog\/simply-wall-st-ai-agent\/","title":{"rendered":"Simply Wall St AI Agent: A Simply Wall St Review of Plans, Report Limits and Where a Research Agent Fits"},"content":{"rendered":"
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TL;DR.<\/strong> Simply Wall St is a visual stock research and portfolio app with data from S&P Global Market Intelligence. On 15 October 2026 the Simply Wall St plans page<\/a> listed three plans: Free<\/strong> ($0, 5 company reports a month, one portfolio of 10 holdings), Premium<\/strong> ($10.95 a month, billed $131.40 a year<\/strong>, 30 reports a month, 3 portfolios of 30 holdings) and Unlimited<\/strong> ($21.50 a month, billed $258 a year<\/strong>). New accounts get 7 days of Premium without a card, and paid plans carry a 14-day full refund. The page showed annual billing only, and Simply Wall St offers no public API. It answers “what does this company look like” well; it does not read a company’s filings for your specific question, track a theme across sources or write your weekly notes. Below are six priced scenarios in US dollars, list price, before tax, with the arithmetic shown. Nothing here is investment advice.<\/p>\n<\/div>\n

A search for “simply wall st review” usually comes from someone who has tried the free plan, hit the five-report limit, and wants to know whether Premium or Unlimited is worth paying for, or whether something else would serve them better. A smaller group are developers who found the app’s data calls in their browser and want to know if they can build on them.<\/p>\n

This review is for both groups. It covers what the product does and does not do, the plan limits that actually bind, what each plan costs per report when you do the division, and where a research agent such as Katteb sits next to it. Every price is from the official plans page, read on 15 October 2026, and every comparison states its assumptions beside the number.<\/p>\n

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Want your own research notes, not just a chart?<\/strong><\/p>\n

Tell Katteb what you follow, for example “every Monday, read the latest earnings releases and filings for my 12 holdings and write one paragraph each on what changed”. The agent reads the sources in a real browser and reports back.<\/p>\n

Describe my research routine to Katteb<\/a><\/p>\n<\/div>\n

What is Simply Wall St, and what does it do well?<\/h2>\n

Simply Wall St turns a company’s financial data into a standard visual report. Its best-known element is the “snowflake”, a five-axis picture of valuation, future growth, past performance, financial health and dividends, backed by sections that explain each score in plain language. The plans page says the service covers more than 120,000 stocks across more than 90 markets and has over 7 million investors, with financial data supplied by S&P Global Market Intelligence.<\/p>\n

Company reports<\/h3>\n

The core unit is the company report. The plan you choose decides how many you can open a month: 5 on Free, 30 on Premium, unlimited on Unlimited. That number is the single limit most people hit first.<\/p>\n

Portfolios and watchlists<\/h3>\n

Free gives one standard portfolio of 10 holdings and 5 watchlists. Premium gives 3 advanced portfolios of 30 holdings each and 20 watchlists. Unlimited removes the portfolio and holdings caps. Every plan keeps 50 stocks per watchlist, and every plan includes transaction-based portfolios, AI transaction import and detailed returns.<\/p>\n

Screeners, alerts and ideas<\/h3>\n

Free has a limited screener showing the top 4 results; Premium saves 10 screeners with alerts and shows all results; Unlimited saves unlimited screeners. Curated investment ideas are limited on Free.<\/p>\n

Extras that sit behind the paywall<\/h3>\n

Broker sync, the Charlie AI assistant, priority support and an ad-free experience start at Premium. Export to Excel and PDF is Unlimited only. That last one matters to anyone who wants to take the numbers into their own model.<\/p>\n

What Simply Wall St does not do<\/h2>\n

A fair review has to say where the product stops, because that is where people end up paying for a second tool.<\/p>\n