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Try the new portfolio tools. Tell us if they hold up.
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Simply Wall St
Hi Elon,

We'll make you a bet.

We've just rolled out a serious upgrade to our portfolio tool, and we want you to put it to the test.

The deal: import your portfolio, unlock 40% off*, and test out the new features for 8 days. If you don't get more clarity than your current setup gives you, hit reply and tell us.

Either way, the 40% is yours for taking the bet.
What's new, and why it matters:
Equity Curve
Your portfolio's value plotted against what you've actually invested. Your real wealth trajectory, in one chart. Upload Trade History To Unlock Equity Curve.
Smart Updates
Deeper Dividend Analysis
Your income broken down month by month, with every holding ranked by how much it's contributing. The stocks pulling their weight, and the ones that aren't.
Deeper Dividend Analysis Alerts
Dividend Calendar
Every ex-date and payout day, laid out clearly. No more selling the day before a dividend hits.
Dividends Calendar
Live News
We watch the headlines so you don't have to. Get summaries of impactful news as it happens, with the noise left out.
Live news
The bet, in one line: the full picture of your portfolio in one place, not across spreadsheets and broker statements.
Hit reply with what you think. We’d love to know.
Happy returns,
Signature bear
Simply Wall St
*This promotion is for 40% off Premium or Unlimited plans with Simply Wall St. After your first payment cycle, your plan will continue at the standard plan rate. Renews automatically. Cancel anytime. The offer ends 19/06/2026 AEST.

Must be a qualifying portfolio of either
  • Manual portfolio: at least 3 valid holdings added
  • Linked portfolio: successfully connected with any number of holdings
  • Trade history import: successfully import at least 1 holding with 3 or more transactions