SimFin

SimFin is a cloud-based stock analysis and financial data platform for investors, analysts, and developers. It combines screening, backtesting, charting, and data download workflows across web, Python, Excel, and CSV access.

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Overview

SimFin is a cloud-based stock analysis and financial data platform for investors, analysts, and developers. It combines a stock screener, backtesting tools, charting, and financial data download options in one SaaS product.

The site positions the product around screening thousands of listed companies, evaluating investment strategies against historical data, and retrieving fundamentals and calculated metrics through API, Python, Excel, or CSV-based workflows. It also includes sharing features for studies and portfolios, so users can review and reuse strategies within the platform.

Core capabilities

Stock screener

Create custom stock filters with built-in indicators and compound conditions to narrow down large stock universes.

Backtesting

Test single stocks or portfolio strategies against historical data and benchmark them over different periods.

Data visualization

View financial metrics through line charts, scatter plots, and box-whisker plots to compare securities and grouped averages.

Financial data access

Download fundamentals and calculated metrics through the API, Python, Excel, or bulk CSV workflows.

Strategy refinement tools

Adjust criteria weights, rebalance intervals, and trading fees in strategy testing where supported by the plan.

Sharing and social workflows

Save, copy, comment on, and share portfolios or studies with other users on the platform.

Common use cases

Find candidates for deeper research
Build custom screening rules to identify stocks that match valuation, quality, or momentum criteria before reviewing individual candidates.
Validate a strategy with backtesting
Test an investment idea against historical market data and benchmark it to see how it would have performed across different periods.
Feed analysis tools and spreadsheets
Pull fundamentals and calculated metrics into analysis workflows through API, Python, Excel, or CSV downloads for modeling and reporting.
Analyze market patterns visually
Compare company metrics, sector averages, and regional groups with charts and distributions to understand how a stock or segment behaves over time.
Collaborate on studies and portfolios
Save and share studies or portfolios so others can review, copy, rate, and comment on them inside the platform.

Pros and Cons

Pros

Combines screening, backtesting, visualization, and data access in one product.
Supports multiple access paths, including Python, Excel, web API, and bulk CSV.
Provides long historical coverage on the site, with plan-dependent access to chart and fundamentals history.
Includes sharing and copying workflows for studies and portfolios.
Offers a free account option without requiring a credit card.

Cons

The pricing page is partially limited in the source set, so some plan details are easier to verify than others.
Certain advanced options are plan-dependent, so not every workflow appears to be available on the free tier.

FAQ

What kind of product is SimFin?

SimFin offers a cloud-hosted stock analysis software and data download platform. The source material describes three account types and indicates that users can register with an email address.

Is there a free plan?

Yes. The pricing page states that a FREE package is available and that you can start without a credit card. Paid tiers are also listed on the prices page.

What can I do with the platform?

The site says users can access stock screening, backtesting, charts, a data API, bulk downloads, and an Excel plugin on certain plans. Availability varies by subscription tier.

How can I access the data?

The pricing page says SimFin supports Python API, Excel API, Web API access, and bulk CSV downloads for financial data.

Can I cancel a paid subscription?

The pricing page states that paid subscriptions can be canceled at any time, and the current service continues until the paid period expires.