|
|
Hi sdf,
Most CEOs won't say this out loud. I will.
For years, when people asked me about our portfolio tool, the honest answer was: it's fine. Research was our strength. Portfolio was the bit we hadn't given enough attention to.
|
|
|
|
That changed this year. Here's what we shipped, and why I think it matters:
|
|
Equity Curve
Your portfolio's value, plotted against what you've actually invested. Your real wealth trajectory, finally clear, in one chart. Upload Trade History To Unlock Equity Curve.
|
 |
|
|
Deeper Dividend Analysis
Your income broken down month by month, with every holding ranked by how much it's contributing. You'll see which stocks are pulling their weight, and which aren't.
|
 |
|
|
Dividend Calendar
Every ex-date and payout day, laid out clearly. No more selling the day before a dividend hits because you didn't know it was coming.
|
 |
|
|
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.
|
 |
|
|
The honest pitch: whether you're tracking your portfolio in a spreadsheet or jumping between broker statements, this brings it all into one place. That's the bit I'm proudest of.
I want you to test these features against whatever you're using right now. To make that easy, I've taken 40% off every paid plan for the next 8 days.
|
|
|
|
Tell me where it falls short. I read the replies. Reply to this email to tell me what you think.
|
|
Happy returns,
Al Bentley - Founder
|
|
|
*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 an qualifying portfolio of either
- Manual portfolio: at least 3 valid holdings added
- Linked portfolio: successfully connected with any number of holdings
- Manual trade history: at least 1 holding with 3 or more transactions
- Trade history import: file successfully imported
|
