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What is SimFin?

SimFin is a financial data and stock analysis platform designed to provide investors, analysts, and quantitative researchers with high-quality fundamental data and portfolio analysis tools. Built by a team focused on simplifying finance, SimFin offers a comprehensive stock screener, backtesting engine, and data API. The platform solves the problem of accessing reliable, transparent, and easy-to-use financial data for stock market analysis. Core capabilities include screening over 5,000 companies with 7,000+ financial metrics, backtesting single stocks or complex strategies against 20 years of history, and downloading data via Python API, Excel plugin, or bulk CSV. SimFin fits workflows for value investors, quantitative analysts, financial data scientists, and individual investors who need robust data for research, strategy development, and portfolio management. The platform emphasizes data quality, transparency, and ease of use, with features like custom filters, indicators, and visualization tools.

AI Tool Review Summary

Performance Score

4.5/5

Content/Output Quality

High, consistent, and reliable

Interface

Clean and intuitive

AI Technology
LLMNLP
Purpose of Tool

To provide fundamental financial data and analytics for stock screening, backtesting, and portfolio analysis.

Compatibility

Web-based with Python API, Excel plugin, and CSV export; integrates with various data analysis workflows.

Pricing

Freemium with paid tiers (Basic and Pro)

Features

Features with the highest value for users are highlighted here.

Stock screener with custom filters

Backtesting engine for strategies

20+ years of financial history

7,000+ financial metrics

80+ indicators

Python API and Excel plugin

Visualization tools (line, scatter, distribution)

Shared strategies and case studies

Who Is It For?

Value Investors

Quantitative Analysts

Financial Data Scientists

Portfolio Managers

Individual Investors

Academic Researchers

Financial Bloggers

Startups in Fintech

Hedge Funds

Financial Advisors

Pricing

Free

$0/free
  • Access to basic financial data
  • Limited screening capabilities
  • Community support
Popular

Basic

$19/monthly
  • Full access to 7,000+ metrics
  • Advanced screening and backtesting
  • Data API with 20 years history

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Pros & Cons

Pros

  • High-quality, reliable fundamental data with 20+ years of history.
  • Powerful screening and backtesting capabilities with intuitive visualizations.

Cons

  • Limited coverage outside US markets; European and Asian data still expanding.
  • Free tier may have restrictions on data access and features.

FAQs

Just Launched

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Rating

5.0

Pros

Cons

Quick SimFin Comparision

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