# Simply Wall St (Charlie): finance AI features and pricing

Finance-native assistants. Made by Simply Wall Street Pty Ltd, Australia. https://simplywall.st. Facts only, each with the product's own page and the date read, or "Not stated". No reviews, ratings or verdicts.

## Functionality and pricing

- Live quotes: Not stated
- Company filings: Partial. Draws on fundamentals, news and filings; reading the filing itself not stated. (https://simplywall.st/features/ask-charlie, read 2026-11-02)
- Cited sources: Yes. Every figure links back to its source, with the calculation behind it. (https://simplywall.st/features/ask-charlie, read 2026-11-02)
- Earnings calls: Yes. Opens a company's latest earnings call with full transcript and answers questions on it. (https://simplywall.st/features/ask-charlie, read 2026-11-02)
- Your portfolio: Yes. Reviews the user's holdings and saved companies, with user-controlled access permissions. (https://simplywall.st/features/ask-charlie, read 2026-11-02)
- Trade execution: Not stated
- Scheduled tasks: Partial. Works in the background reviewing holdings (demo: reviewed every morning); user-defined schedules not stated. (https://simplywall.st/features/ask-charlie, read 2026-11-02)
- Price alerts: Not stated
- Markets covered: Not stated
- Document upload: Not stated
- Mobile app: Not stated
- API or agent access: Not stated
- Free tier: Free plan: 1 portfolio, 10 holdings, 5 company reports/month; Charlie availability by plan not shown (https://simplywall.st/plans, read 2026-11-02)
- Entry plan: Not stated
- Top plan: Not stated
- Trial: 7 days of full Premium access, no credit card (https://simplywall.st/plans, read 2026-11-02)
- Regions: Not stated

Per month is the stated monthly price, or a twelfth of a yearly price, in the plan's own currency. ≈ USD, converted at ECB rates of 2026-11-02 (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/index.en.html).

## Product-track scores

None published yet.

Source: https://benchmarks.finance/products/simply-wall-st-charlie/

Created and maintained by Moneda.