SimFin: Free Financial Data & Stock Analysis Tools
SimFin delivers free and premium fundamental financial data, stock screening, and backtesting tools for investors, analysts, and researchers.
Overview
SimFin is on a mission to democratize access to high-quality fundamental financial data, tearing down the paywalls that traditionally separate retail investors and students from institutional-grade market insights. By automating data collection and applying machine learning techniques, SimFin curates and delivers financial data on over 5,000 stocks, making it a valuable resource for anyone looking to conduct serious market research without a hefty price tag.
The platform combines a robust suite of analytical tools—including a customizable stock screener, a strategy backtesting engine, and rich data visualization capabilities—with flexible data delivery options. Whether you prefer working in Python, Excel, or pulling data via a JSON Web-API or bulk CSV downloads, SimFin adapts to your existing workflow. This makes it equally useful for a student learning financial modeling and a quant analyst building systematic trading strategies.
With a generous free tier that unlocks major features right out of the gate, SimFin lowers the barrier to entry for fundamental analysis. As users' needs grow, tiered subscription plans provide expanded data history, faster screening, and complete access to the platform's full analytics suite, scaling smoothly from casual investors to professional finance teams.
Capabilities & Features
- Financial Data
- Stock Analysis
- Stock Screener
- Backtesting
- Data API
- Fundamental Analysis
- Investment Strategies
- Financial Metrics
- Data Visualization
- API
- Excel
- CSV
- Python
Core Features
- Customizable stock screener with dozens of filtering indicators
- Portfolio strategy backtesting against historical data
- Multi-format data access via Python API, Excel Plugin, JSON Web-API, and CSV
- Comprehensive financial metrics on 5,000+ stocks
- Stock analytics dashboards for deeper research
- Data visualization tools for charts and plots
Use Cases
- Screening thousands of stocks using custom financial indicators
- Backtesting dynamic portfolio strategies before deploying real capital
- Pulling clean, structured financial data directly into Python or Excel workflows
- Visualizing historical stock performance and metrics with charts
- Conducting academic or independent research on public company fundamentals
Best For
- Private Investors
- Researchers
- Students
- Financial Analysts
- Data Analysts
- Quant Analysts
Pros
- •Free tier provides genuine access to major platform features
- •Multiple data export formats support diverse technical workflows
- •Covers fundamental data across a large universe of 5,000+ stocks
- •Built-in backtesting removes the need for separate strategy-testing tools
- •Transparent, tiered pricing with annual billing discounts
Cons
- •Historical data coverage is still expanding, with European and Asian markets rolled out later than US stocks
- •Advanced features like fast screening and full data history require paid BASIC or PRO plans
- •Reliance on a smaller, independent provider compared to large financial data incumbents
- •Annual billing is required to access the discounted subscription rates
How to Use
1. Visit the SimFin website and register for a free account. 2. Explore the Stock Screener to filter stocks using dozens of financial indicators. 3. Use the Backtesting suite to test and refine investment strategies against historical data. 4. Choose your preferred data access method—Python API, Excel Plugin, Web-API (JSON), or bulk CSV download—to pull financial data into your own workflow. 5. Leverage built-in data visualization tools to chart and analyze stock metrics. 6. Upgrade to a paid tier (START, BASIC, or PRO) if you need faster performance, deeper data history, or full feature access.
Frequently Asked Questions
Connect & Contact
Pricing
SimFin offers a fully functional free plan, with paid tiers ranging from $15/month (START) to $71/month (PRO) when billed annually, each unlocking faster screening, backtesting, and deeper historical data access.
Pricing data is provided as a summary. Visit the vendor website for full tier details.