Simply Wall St (Charlie)
Finance-native assistants. Made by Simply Wall Street Pty Ltd, Australia. simplywall.st
Facts only: every line links to Simply Wall St (Charlie)'s own page and the date we read it, or says "Not stated". There are no reviews, ratings or verdicts here. Spot something wrong? Send a correction.
What it can do
| Functionality | Stated | Note and source |
|---|---|---|
| Live quotes | Not stated Not stated | |
| Company filings | Partial. Draws on fundamentals, news and filings; reading the filing itself not stated. Read 2 Nov 2026; sources on the product page Partial | Draws on fundamentals, news and filings; reading the filing itself not stated. Source, read 2 Nov 2026 |
| Cited sources | Yes. Every figure links back to its source, with the calculation behind it. Read 2 Nov 2026; sources on the product page Yes | Every figure links back to its source, with the calculation behind it. Source, read 2 Nov 2026 |
| Earnings calls | Yes. Opens a company's latest earnings call with full transcript and answers questions on it. Read 2 Nov 2026; sources on the product page Yes | Opens a company's latest earnings call with full transcript and answers questions on it. Source, read 2 Nov 2026 |
| Your portfolio | Yes. Reviews the user's holdings and saved companies, with user-controlled access permissions. Read 2 Nov 2026; sources on the product page Yes | Reviews the user's holdings and saved companies, with user-controlled access permissions. Source, read 2 Nov 2026 |
| Trade execution | Not stated Not stated | |
| Scheduled tasks | Partial. Works in the background reviewing holdings (demo: reviewed every morning); user-defined schedules not stated. Read 2 Nov 2026; sources on the product page Partial | Works in the background reviewing holdings (demo: reviewed every morning); user-defined schedules not stated. Source, read 2 Nov 2026 |
| Price alerts | Not stated Not stated | |
| Markets covered | Not stated Not stated | |
| Document upload | Not stated Not stated | |
| Mobile app | Not stated Not stated | |
| API or agent access | Not stated Not stated |
Pricing
As shown on Simply Wall St (Charlie)'s own pages on the date given. Prices change; the currency is the one the page showed. Per month is the stated monthly price, or a twelfth of a yearly price; ≈ USD, converted at ECB rates of 2026-11-02 (source).
Product-track scores
No product-track scores for Simply Wall St (Charlie) yet. Scores appear here only when a benchmark run of the product itself is published, one benchmark at a time and never combined.