Building the new portfolio tool

At Simply Wall St, we are thrilled to announce the ongoing development and improvement of our entirely new portfolio management tool, now available to all our users. This tool is specifically designed to cater to long-term individual investors. Our goal is simple: to create the best portfolio management tool in the market that fulfills our core promises to you:

  1. Effortless Creation and Maintenance: We understand the importance of convenience in managing your portfolio. With our new tool, we plan to offer various options for seamlessly creating and maintaining your portfolio. We have introduced a basic manual creation flow with holdings information and support for linking around 50 brokers worldwide. Moving forward, we aim to expand broker support, enhance connection reliability, and optimize the manual creation flow. This will include accommodating transactions and enabling CSV/PDF uploads with full transaction history for accurate returns.

  2. Curated Updates on Fundamentals: Keeping track of your portfolio's companies is vital for successful investing. We promise to provide timely and curated notifications about your stocks, cutting through the market noise. You can count on us for updates on valuation changes, risk analysis, earning report summaries, and insider buying/selling activities. With our updates, you can stay informed without being overwhelmed by irrelevant media information.

  3. Unbiased Analysis and Personalised Insights: Our legacy portfolio offered valuable features like powerful diversification charts and portfolio snowflakes. In the new portfolio tool, we are reimagining analysis and developing innovative charts and tools to provide you with unique insights. These insights will empower you to optimise your portfolio and make well-informed investment decisions. Initially, we plan to implement successful analysis pieces from the legacy portfolio, such as the portfolio Snowflake, key metrics, and diversification charts. Moving forward, we plan to introduce a new Dividends analysis to track future and past dividends and assess their reliability. We also aim to provide better tools for identifying and mitigating risks, and for optimising your portfolio towards a desired objective.

  4. Access to Quality Narratives: Numbers are important, but understanding the narrative behind your stocks is equally essential. In 2024, we plan to introduce a range of high-quality narratives about the stocks in your portfolio. This feature will allow you to gain a deeper understanding of your investment choices and monitor changes in the company's narrative over time. You will have the option to create your own narrative and valuation for a stock, or to choose an existing one from the community or from SWS analysts.

We value your input, and to ensure we deliver the best solution, we actively seek feedback from you, our customers. If you're interested in participating in user interviews to help shape the future of our portfolio tool, please register your interest here.

For any specific queries around portfolio, you can browse on other portfolio related FAQs and articles or reach out to our dedicated customer success team.


Have you tried the New Portfolio tool? Click here to create one and start reviewing your portfolio.



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