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Financial Insights with Fundamental Data & Portfolio Analysis

Financial Insights with Fundamental Data & Portfolio Analysis

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Elevate market analysis with SimFin's advanced tools. Optimize strategies with data from 5,000+ stocks. Join the trusted platform for savvy analysts for free!

Added On:
2024-07-11
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Financial Insights with Fundamental Data & Portfolio Analysis

Introduction

What is SimFin?

SimFin is an innovative stock analysis software and data download platform that provides users with the ability to analyze financial metrics for over 5,000 companies. With access to 20 years of historical financial data, users can conduct in-depth portfolio analysis and gain valuable financial insights.

Main Features of SimFin

  1. Comprehensive Financial Metrics: Access to over 7,000 financial metrics covering various companies.

  2. Dynamic Stock Screening: Users can screen stocks using custom filters, indicators, and complex conditions to tailor their investment strategies.

  3. Backtesting Capabilities: Evaluate investment strategies through backtesting with extensive historical data.

  4. Data Accessibility: Download financial data easily via API (Python or Excel) or bulk-CSV to enhance analysis.

  5. Custom Charting: Visualize data with line charts, distribution plots, and scatter plots, showcasing historical performance or grouped averages.

  6. Flexible Subscription Plans: Users can choose from free, basic, or pro accounts, depending on their needs.

How to Use SimFin?

Users can sign up for a free account on SimFin to start leveraging its features. Once registered, users can screen stocks, backtest their strategies, download financial data, and create custom queries to analyze specific criteria. The platform's user-friendly interface allows for straightforward navigation and data manipulation.

Pricing of SimFin

SimFin offers various subscription plans:

  • FREE: Access to major features for beginners.

  • BASIC: Enhanced functionalities at an affordable price.

  • PRO: Advanced features with high-speed data connectivity.

For detailed pricing information, users can visit the Prices page on the website.

Helpful Tips for Using SimFin

  • Maximize Free Access: Take full advantage of the free account to familiarize yourself with the platform's features before committing to a paid plan.

  • Engage in Community Sharing: Share insights and strategies with other users to enhance learning and discovery.

  • Utilize Backtesting Effectively: Spend time developing and backtesting strategies to understand their potential effectiveness over historical data.

Frequently Asked Questions

What type of accounts does SimFin offer?

SimFin provides free, basic, and pro analytics packages, which can be accessed by creating an account with your email.

Why are there more US stocks than European stocks listed?

The SimFin database aims to complete the analysis of the US stock market with 20 years of history first, with European stocks being added subsequently.

What is a stock screener?

A stock screener is a tool that filters thousands of securities based on custom criteria, allowing users to identify stocks that align with their investment strategies.

What is backtesting in investment strategies?

Backtesting evaluates an investment strategy by applying it to historical financial data, allowing analysts to see potential performance outcomes.

Does SimFin charge for its services?

SimFin offers a free account with access to major features, alongside paid accounts for advanced users, which come with additional benefits.

Start your journey with a free SimFin account today and unlock the power of financial insights for your investment strategies!

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