SimFin is an AI-powered platform that helps financial analysts, investors, and traders to make smarter decisions. It comes with stock screening and a backtesting tool for filtering financial metrics and testing investment strategies. It even analyzes historical data while providing detailed financial reports, custom charts to visualize trends, and more.
You can download CSV, which integrates with Excel and Python API as well. It even compares stocks with industry benchmarks and boosts investment strategy. Not only this, but it offers tools to analyze financial data, track portfolios, and offer valuable insights as well.
Performance Score
A+
Assistant Quality
High-quality assistance
Interface
User-friendly Interface
AI Technology
Machine Learning Algorithms, Data Analysis
Purpose of Tool
It boosts the stock game with portfolio analysis, fundamental data, and financial insights for testing winning strategies.
Compatibility
Web-based Platform, Integration
Pricing
Free trial + Paid plan starts from $29 a month
Who is Using SimFin?
- Investors: Those who want a digital assistant for comprehensive financial data and stock analysis can explore this tool easily.
- Financial Analysts: They can analyze historical data, and can get financial insights with key ratios easily with it.
- Developers: Those developers who want API integration for financial data into custom platforms can also take advantage of this tool.
- Researchers: They can get accurate, up-to-date company fundamentals with the help of this tool.
- Traders: Those who want AI for in-depth market analysis and decision-making tools can also use this tool easily.
Stock Screener
Historical Visualization
Backtesting Tool
Portfolio Simulation
Financial Data Access
Data Extraction
Data Visualization
Social Trading
Is SimFin Free?
It comes with both free and paid plans. Its free plan comes with 5,000 US stocks and unlimited portfolio analysis. However, for more you need to get the paid plan.
- Start plan costs $25/month
- Basic plan costs $59/month
- Pro plan costs $119/month
Pros & Cons
Boost stock game while testing strategies and accessing financial data
Offer backtesting tool for strategy optimization and dynamic portfolio simulation
Provide stock screener with custom filters, historical visualizations, and more
Access trading logs for reviewing and downloading trading data
Offer multi-access via Python API, and CSV downloads
Offer limited coverage of European and Asian stock markets
Advanced features require subscription plans