Hedger vs Simply Wall St
Stock research platform vs portfolio tracker. Different jobs — actually complementary.
Written with AI assistance
These are genuinely different products. Simply Wall St is a visual stock research and screening platform — snowflake graphic, valuation models, financial-health checks, screening across global markets. It helps you research stocks before you buy them.
Hedger is a portfolio tracker. It tracks what you already own, tells you where your returns came from, generates a Czech tax report. It has no stock screening, no valuation models, no research tools. Different products, easily used together.
What Simply Wall St does well
- Snowflake visualisation. Visual summary of a stock across 5 dimensions (Value, Future, Past, Health, Dividend). Compact way to see strengths and weaknesses.
- Valuation models. DCF and relative-valuation estimates for thousands of stocks. Useful as a research starting point — they show inputs and methodology.
- Stock screening. Filter stocks by fundamentals, valuation, dividends, growth across global markets.
- Global coverage. Stocks on exchanges worldwide, not just US.
- Mobile apps. Native iOS + Android with the full snowflake experience.
- Narrative reports. Plain-language analysis combined with the financial data.
What Hedger focuses on differently
- Portfolio tracking, not stock research. Hedger parses broker CSVs, calculates actual returns, maintains complete transaction history. Simply Wall St has a portfolio feature but it's a secondary add-on to the research platform.
- Period attribution. For any position and period, returns split into Price / FX / Income / Fees / Deposits / Taxes. Tells you not just what happened but why.
- Audit trail. Every number traces to the broker CSV row. Simply Wall St doesn't track transactions at this level.
- Czech tax report. FIFO, CNB FX, WHT, mojedane.cz XML. Simply Wall St has no tax reporting for any jurisdiction.
- Options. Full IBKR option chain. Simply Wall St doesn't track options.
- Market intelligence scoped to holdings. Earnings, news, macro events filtered to the stocks you actually hold.
In short
Pick Simply Wall St if you're researching stocks before buying — screening for undervalued companies, understanding a stock's financial health at a glance, reading narrative analysis with clear visualisations.
Pick Hedger if you're tracking what you already own — return attribution, audit trail to the source CSV, Czech tax report, IBKR option tracking. Hedger is for after you buy, not before.
Use both: They complement each other well — Simply Wall St to research and find stocks, Hedger to track your portfolio, attribute returns and do taxes. Almost zero overlap.
Try Hedger
Hedger is in open beta. The fastest way to see if it fits is to load the demo portfolio — no signup needed.