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Portfolio

The Portfolio was one of the first parts of Simply Wall St that was built, and over the years we have learned a lot about what works and what doesn’t, and also what you - our users - like and want in a portfolio management tool. That’s why one of our big projects at the moment is to re-build the portfolio from the ground up.

This is a big task, so we are doing it in steps. Our goal is to make the best portfolio management tool for long term individual investors.

Step 1: Seamless Connection

One of the biggest frustrations with using any portfolio management tool is keeping it up to date. Whether you’re using a spreadsheet or an online tool, keeping your portfolio up to date can be time consuming, tedious and confusing. We know that in order to get