Vestiio vs Simply Wall St

Which one should you pick?

Pick Simply Wall St if

You mainly research individual companies and want fundamentals presented visually, across a very large universe, at a low price. Its company reports are the product and they are good at them.

Pick Vestiio if

Your starting point is the portfolio you own rather than a company you are researching: AI chat on your actual holdings, broker syncing, material news on what you own, and 13F fund tracking.

Feature by feature

Capability	Vestiio	Simply Wall St
Portfolio tracking and performance	✓	✓
Visual company research reportsSimply Wall St is built around these	✕	✓
Very large company universe	✕	✓
AI featureSimply Wall St ships Charlie AI on paid tiers. How portfolio-aware it is, they do not document	✓	✓
Broker connectionsSimply Wall St imports rather than syncing	✓	✕
13F fund tracking	✓	✕
Private, invite-only leaguesA public community or ranking is common. This row is about invite-only leagues among people you choose	✓	✕
Swiss data residencyApplication data hosted in Switzerland. Their hosting is their own to state; this row is only about ours	✓	✕

Where Simply Wall St is stronger

Company research presented visually, which remains the clearest way to read fundamentals quickly.
A very large universe of company reports, far broader coverage than our screener depth.
Cheaper: Unlimited costs about a third of Vestiio Pro.
Ships its own AI feature, Charlie, on both paid tiers.

Where Vestiio is stronger

Starts from your real holdings, synced from a broker rather than imported by hand.
AI chat that knows your portfolio, your thesis, your risk, and the macro regime.
13F Fund Explorer, which Simply Wall St does not offer.
Portfolio Radar: AI-classified material news on the things you actually own.
Private, invite-only leagues, plus a global leaderboard where performance is broker-verified and you stay anonymous.
A share page in percentages rather than amounts, so you show how you invest without showing how much.
A month-by-month activity record on that page: what you bought and sold, how your thesis changed, and a written summary of the month.
Swiss-hosted, with portfolio contents never used to train models.

Pricing

Vestiio

Plan	Price	Includes
Basic	$19/mo	1 portfolio, $190/yr
Pro	$39/mo	2 portfolios, $390/yr
Premium	$59/mo	5 portfolios, $590/yr

Extra portfolios are $10/mo each. Basic may add one; Pro and Premium up to ten. No free tier. A Demo workspace with a synthetic portfolio lets you try the product before paying.

Simply Wall St

Plan	Price	Limits
Free	$0	1 portfolio, 10 holdings, 5 reports/mo
Premium	$10.95/mo	$120/yr. 3 portfolios, 30 reports/mo, Charlie AI
Unlimited	$21.50/mo	$240/yr. Unlimited, Charlie AI, ad-free

Simply Wall St pricing last verified 2026-09-09 against their own pricing page. Check it before relying on the figures.

Try Vestiio on your own portfolio

Connect a broker read-only, or start in a demo workspace with a synthetic portfolio and see what the analysis looks like before you pay.

See plans and pricing