Overview

SimFin offers a comprehensive platform for financial analysis, enabling users to gain deep insights into the stock market. The core functionality includes a high-speed stock screener where users can create custom filters using various indicators and complex conditions. Results can be visualized historically or through distribution diagrams, providing a clear overview of market trends and individual stock performance.

Strategy Backtesting and Data Access

The platform allows for robust backtesting of individual stocks or complex investment strategies against over 20 years of financial history. This feature helps users optimize portfolios and refine trading signals by understanding past performance. SimFin also provides access to high-quality financial data, which can be downloaded via its API (Python or Excel) or as bulk CSV files. This includes fundamental financial data and calculated metrics for over 5,000 companies, encompassing more than 7,000 financial ratios and indicators.

Integration and Visualization

Users can leverage the SimFin API to power their own applications for stock valuation analysis and forecasting, retrieving data in JSON or CSV formats. The visualization tools support line, distribution, and scatter plots, allowing for detailed examination of individual stocks or entire portfolios. Insights, studies, and strategies can also be shared with other investors, fostering a collaborative environment for financial exploration.

Key features

  • High-speed stock screening with custom filters
  • Backtesting of investment strategies over 20+ years of history
  • Financial data API (Python, Excel, JSON)
  • Bulk CSV data download for fundamental metrics
  • Advanced visualization of financial indicators (line, distribution, scatter plots)
  • Analysis of over 5,000 companies and 7,000 financial ratios
  • Sharing of investment studies and strategies
  • Customizable criteria and weightings for analysis

Who uses it

Investors, financial analysts, data analysts, and developers who wish to integrate high-quality financial data into their own applications.

Pros

  • Offers comprehensive stock screening with highly customizable filters and indicators.
  • Provides robust backtesting capabilities for investment strategies using extensive historical data.
  • Delivers high-quality financial data via API and bulk CSV downloads for integration into custom tools.
  • Features advanced visualization options including line, distribution, and scatter plots for market insights.
  • Includes a free account tier that grants access to essential analysis functions.

Cons

  • Access to full historical data and advanced features requires a paid subscription.
  • Coverage for European and Asian stock markets is still in the process of expansion.
  • The platform is a Software as a Service (SaaS) provider and does not offer financial advice.
  • No explicit mention of dedicated mobile or desktop applications for analysis.

Our take

SimFin serves as a powerful resource for self-directed financial analysis, enabling users to thoroughly explore market data and validate investment hypotheses. Its integrated tools for screening, backtesting, and data access provide a solid foundation for informed decision-making.

Pricing plans

FREE

$0

  • Free forever
  • Access to 5,000 US stocks
  • Stock screener
  • 80+ indicators
  • 500 high-speed backtesting credits
  • Line charts and box-whisker plots
  • Backtesting
  • 5 years of chart history
  • Data API and bulk CSV downloads
  • 7 years of fundamentals API history
  • 5 years of delayed bulk-download history
  • Unlimited portfolios
  • Copying, commenting, and sharing
  • Up to 8 downloadable company filings per day
  • Weekly, monthly, quarterly, and yearly portfolio rebalancing
  • API rate limit: 2 requests/second.

START

$15/month

  • Everything in Free
  • 10 years of chart history
  • 10 years of fundamentals API history
  • Excel plugin
  • 5,000 high-speed backtesting credits per month
  • Daily and weekly portfolio rebalancing
  • Private portfolio saving
  • Up to 40 downloadable company filings per day
  • API rate limit: 5 requests/second.

BASIC

$35/month

  • Everything in Start
  • 15 years of chart history
  • 15 years of fundamentals API history
  • Premium bulk-download datasets, including as-reported data and derived ratios
  • 15,000 high-speed backtesting credits per month
  • Email support
  • Up to 400 downloadable company filings per day
  • API rate limit: 10 requests/second.

PRO

$71/month

  • Everything in Basic
  • 20+ years of chart history
  • 20+ years of fundamentals API history
  • 30,000 high-speed backtesting credits per month
  • Phone support
  • Unlimited downloadable company filings per day
  • API rate limit: 20 requests/second.

Pricing details are provided for reference and may differ from the vendor's current plans.

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