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SimFin

See the stock market with new eyes

Monthly visits
21.2K
Pricing
Freemium
FREE, START, BASIC, PRO
Added
May 15 2023

About SimFin

SimFin offers a stock market analysis platform that provides high-quality financial data and innovative tools for investors and analysts. It is hosted as a cloud-based service with multiple analytics packages, including a free option, and aims to enable users to find, backtest and share investment ideas. The company presents a free account alongside professional tiers for advanced use.

SimFin describes its tools as enabling users to screen thousands of stocks with indicators, backtest ideas against years of historical data, and export data via API or CSV. It emphasizes the ability to define criteria, weights, and queries, and to visualize results through charts and distributions.

SimFin states that users can build their own datasets and analyses, connect via Python API or Excel Plugin, and download data in JSON or CSV formats. It positions its data as originating from fundamental company reports and notes QA processes to ensure data accuracy.

SimFin notes there are different analytics plans (FREE, BASIC, PRO) and mentions a support and tutorial ecosystem.

Use cases

  • Investors and analysts test investment ideas using historical data
  • Develop and share data-driven investment strategies
  • Download and integrate data into custom apps

Key features

  • Stock screener with custom filters and indicators
  • Backtesting for single stocks or complex strategies
  • Data API and bulk download of financial data
  • Visualization tools for line, distribution and scatter plots
  • Data history extending up to 20+ years
  • Integration via Python API and Excel Plugin
  • Share studies and strategies

Pros and cons

Pros

Long data history and many indicators
Data available via API and bulk download

Pricing

FREE
$0
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  • 5,000 US Stocks
  • 80+ Indicators
  • High-Speed Access for Backtesting (500 credits)
  • Line Graphs & Box-Whisker Plots
  • Backtesting
  • 5 Years Charts History
  • Data API & Bulk Download
  • 5 Years Fundamentals History
  • Unlimited Portfolios
  • Copying, Commenting & Sharing
START
$15/ month
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  • All of FREE plus
  • 10 Years Chart History
  • 10 Years Fundamentals History
  • Excel Plugin
  • High-Speed Access for Backtesting (5,000 credits)
  • Daily and weekly rebalance backtesting intervalls
  • Saving Private Portfolios
BASIC
$35/ month
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  • All of START plus
  • 15 Years Chart History
  • 15 Years Fundamentals History
  • Premium Bulk Download datasets (as-reported, derived ratios)
  • 15,000 High-Speed Credits/monthly
  • Email Support
PRO
$71/ month
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  • All off BASIC plus
  • 20+ Years Charts History
  • 20+ Years Fundamentals History
  • 30,000 High-Speed Credits/monthly
  • Phone Support

Reviews

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Frequently asked questions

Is the FREE Account really free?
Yes, your FREE account to SimFin does not costs you anything. You do not have to register a credit card on subscription.
What data sources does SimFin use?
The fundamental data about stock companies is provided and owned by SimFin. SimFin aggregates this data directly from the regularly financial reports issued quarterly and yearly.
How can I download data?
Yes, as registered user you can access the raw fundamental data and calculated metrics of stocks via the SimFin Python API or bulk-download of a CSV file.
What is High-Speed-Credits?
High-Speed-Credits are a limited quota of database requests that are necessary for performing ultra-fast backtests.

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