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.