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SimFin

Platform for stock fundamental data, screening tools, and financial API integration.

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Intro

What is SimFin?

SimFin is a financial database and stock analysis platform that aims to make fundamental financial data accessible to private investors, researchers, and students. By automating data collection and utilizing machine learning, the simfin platform provides users with reliable financial data, including up to 20 years of historical statements. Users can perform stock historical fundamental data download tasks easily, or connect directly through the simfin api to integrate data into their custom tools. Whether you are using simfin analytics to screen stocks with various indicators or assessing a simfin balance sheet to calculate metrics, the platform serves as a modern quickfs alternative for financial analysis.

SimFin at a glance
Free, Start from $15/mo28K monthly visitsPaid access

Category

AI APIAI Investing
Best For

Best SimFin use cases by task, role, industry, and platform

These use cases show where SimFin fits best, ranked by fit score before popularity or pricing.

Stock AnalysisStock analysis organizes assumptions, data points, scenarios, and risk notes for finance-related review.100Stock ScreeningFilter financial markets, analyze fundamental data, and identify potential investment opportunities based on specific metrics and strategies.98BacktestingEvaluate trading strategies using historical market data to assess performance and risk before deploying real capital.98Stock Market AnalysisStock market analysis can clean tables, explain patterns, check formulas, and turn results into decision notes.98API IntegrationConnect disparate software systems, sync real-time data flows, and automate backend workflows through custom endpoint configurations.95Investment ResearchResearch, reporting, modeling, and review workflows uses datasets, tables to create cleaned tables, summaries with clearer review steps.95Financial AnalysisModel scenarios, summarize statements, compare metrics, and prepare decision notes for financial analysis.95Financial ModelingFinancial modeling organizes assumptions, data points, scenarios, and risk notes for finance-related review.85Data AnalysisClean datasets, explore patterns, summarize findings, and prepare charts or reports for practical decisions.80
Pricing

SimFin Pricing Plans

Compare SimFin free options, SimFin paid pricing plans, and usage notes before you choose the best way to use this AI tool in 2026.

Free, Start from $15/mo

$0/month

Best for beginners. Includes 5,000 US stocks, stock screener, 5 years of historical fundamentals, and 500 backtesting credits.

$15/month

Billed annually. Includes 10 years of history, Excel plugin, 5,000 monthly high-speed credits, and daily/weekly rebalancing.

$35/month

Billed annually. Includes 15 years of history, premium bulk downloads, 15,000 monthly credits, and email support.

$71/month

Billed annually. Includes 20+ years of history, 30,000 monthly credits, and phone support.

Pricing updated:Jun 12, 2026

Features

SimFin AI Features

Over 20 years of historical financial stock dataComprehensive stock screener with 80+ metrics and indicatorsHigh-speed backtesting tool for investment strategiesAPI integration via Python, Web-API (JSON), and Excel PluginBulk data download in CSV format
Pros & Cons

SimFin Pros and Cons

Pros

  • Offers a functional free tier with no credit card required
  • Transparent and verifiable data directly sourced from quarterly and yearly reports
  • Robust API options for programming environments like Python
  • Provides student discounts for academic users

Limitations

  • Free plan is subject to rate limits and delayed data
  • Certain features like custom indicators and adjustable trading fees are currently marked as coming soon
  • European and Asian market coverage is historically less complete than the US market

SimFin FAQ

SimFin offers a FREE account covering major features, alongside payable subscription plans named START, BASIC, and PRO which provide high-speed access, longer data history, and priority support.

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