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Exent vs Simply Wall St: Which Is Better for Your Portfolio?

Simply Wall St turns company fundamentals into pictures. Exent turns your whole portfolio into a risk report, with crash replays, a risk-matched benchmark and analyst track records. Here is how they compare.

Published Updated 5 min readHow we research

Disclosure: Exent publishes this page and makes one of the products discussed. Facts about other products are checked on their own sites and dated. Our editorial policy explains how.

Key takeaways

  • For seeing how your whole portfolio behaves, Exent goes further: correlation clusters, crash replays through five selloffs, a risk-matched benchmark and analysts ranked by past accuracy.
  • Simply Wall St scores single companies with its Snowflake (30 pass/fail checks across 5 areas) and lists 120,000+ stocks in 90+ markets; its plans page shows no prices.
  • A strong Snowflake on each holding does not show that five of them fall together. Exent’s checks are built for that question.
  • Exent needs no brokerage login: upload a screenshot, CSV, Excel, PDF or Google Sheet.

What is your own portfolio exposed to? Check it with Exent →

Exent or Simply Wall St: which is better for your portfolio?

Exent, because it starts from the portfolio and drills down to the holdings that drive its risk. Simply Wall St starts from the company and builds up to a portfolio view. If your question is how risky your portfolio is as a whole and how it would have held up in past crashes, Exent answers it directly, in about a minute.

Exent vs Simply Wall St side by side

ExentSimply Wall St
Starts fromYour portfolioAn individual company
Core output16 portfolio checks in about a minuteSnowflake: 30 pass/fail checks across 5 areas
Portfolio-level viewConcentration, correlation clusters, drawdownPortfolio Snowflake summary
Crash replays (2008, 2018, 2020, 2022, 2025)YesNot a core feature
Risk-matched benchmark, Sharpe, Sortino, CalmarYesNot a core feature
Analysts ranked by past accuracyYes, Stocks Radar, plus GemsUses analyst forecasts; does not rank analysts
What-if simulatorYesNot a core feature
How holdings get inScreenshot, CSV, Excel, PDF or Google Sheet; no brokerage loginBroker Sync, AI transaction import or manual
Price (Oct 2026)$1.95 3-day trial, then $59/monthFree tier; paid plans billed yearly, price shown at signup

What is Simply Wall St?

Simply Wall St is a stock research app built around visual company reports. Its Snowflake scores each company on six pass/fail checks in each of five areas: valuation, future growth, past performance, financial health and dividends. Its plans page (October 2026) lists 120,000+ stocks in 90+ markets, a free tier with one portfolio of up to 10 holdings and 5 company reports a month, and paid plans billed yearly with a 7-day Premium trial. The page does not show prices.

What does Exent show that Simply Wall St doesn’t?

Portfolio risk. A strong Snowflake on each holding does not tell you that five of them move together or what the whole mix lost in 2022. Exent checks exactly that: concentration, correlation clusters, a crash replay of your current weights through 2008, 2018, 2020, 2022 and 2025, and a risk-matched benchmark so you compare yourself with a portfolio of similar risk, not just the S&P 500 index.

It covers ideas from a measured angle too. Stocks Radar ranks Wall Street analysts by how their past calls played out, and Gems are stocks where several 4★-and-above analysts agree. Each holding gets a label (Wealth Generating, Wealth Preserving, Prospect or Risky), and AI explains every result in plain English.

Pass/fail scores vs portfolio statistics: does it matter?

Yes, because they answer different questions. Pass/fail checks summarize a company’s fundamentals; every check counts equally, so a score of 20 out of 30 can hide one serious weakness. Exent’s numbers are portfolio statistics computed by quantitative models on market data: drawdowns, correlations, Sharpe and Sortino ratios. They describe how your holdings behaved together, which is what decides how a portfolio does in a selloff. Neither predicts returns. Our guide on how to analyze your stock portfolio shows where each kind of check fits.

How does Exent get your holdings?

From a screenshot or file, never a brokerage login. You upload a screenshot of your holdings, or a CSV, Excel, PDF or Google Sheet, and AI reads the positions. Exent supports several portfolios side by side and analyzes stocks and ETFs listed outside the US as well; see supported markets. Exent does not hold funds, execute trades or give personal advice. Details are in how screenshot import works and data security.

How to check your portfolio with Exent

  1. Upload a screenshot of your holdings, or a CSV, Excel, PDF or Google Sheet; no brokerage login.
  2. Exent groups holdings into correlation clusters and replays the portfolio through 2008, 2018, 2020, 2022 and 2025.
  3. See what top‑rated analysts say about your stocks in Stocks Radar, and test changes in the what‑if simulator.

Exent is our product. Educational content, not investment advice.

Frequently asked questions

For portfolio risk, yes: Exent measures correlation clusters, crash losses and return for the risk taken across your holdings, and ranks analysts by past accuracy. Simply Wall St centers on single-company fundamentals.

Yes. The free plan includes one portfolio with up to 10 holdings and 5 company reports a month, according to its plans page in October 2026.

No. Exent reads a screenshot of your holdings or a CSV, Excel, PDF or Google Sheet. It never asks for a brokerage login.

A chart that scores a company on 30 pass/fail checks, six in each of five areas: valuation, future growth, past performance, financial health and dividends.

Yes. Exent analyzes stocks and ETFs listed on exchanges in Canada, the UK, Europe, Asia-Pacific and other markets, not only in the US.

See what your portfolio is really made of.

Upload a screenshot of your holdings and get concentration, overlap, crash exposure and a risk-matched benchmark in about a minute.

Check my portfolioLimited offer$1.95 for unlimited checks· unlimited checks

Educational content, not investment advice. Examples are illustrative; past performance does not guarantee future results.

DISCLAIMER: Exent AI is an informational research platform and does not provide investment advice, financial advice, or act as an investment adviser, broker-dealer, or fiduciary. All content, analytics, and model outputs are provided for educational and informational purposes only and should not be relied upon as a recommendation to buy, sell, or hold any financial instrument. Investing involves risk, including the possible loss of principal. Exent AI does not execute trades, hold customer funds, or provide brokerage services. Past performance and hypothetical results are not indicative of future results. Third-party data and AI-generated outputs may be incomplete or inaccurate.