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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
4.5/5
High, consistent, and reliable
Clean and intuitive
To provide fundamental financial data and analytics for stock screening, backtesting, and portfolio analysis.
Web-based with Python API, Excel plugin, and CSV export; integrates with various data analysis workflows.
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
Access to basic financial data Limited screening capabilities Community support
Basic
Full access to 7,000+ metrics Advanced screening and backtesting Data API with 20 years history
Join the Command Staff.
Weekly intelligence on AI strategy, operations, and market shifts. No noise. No narrative. Direct to your inbox.
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
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