Tradune vs Simply Wall St
Simply Wall St is built to explain one company at a time, and its portfolio tracker reports IRR and syncs with brokers on paid plans. Tradune is built to judge the portfolio as a whole. Here is where each one is the better tool.
Checked on October 16, 2026 against Simply Wall St’s own pages · sources listed under the table.
Simply Wall St is known for its visual “snowflake” analysis that makes company fundamentals and valuation approachable for newer investors.
| Capability | Tradune | Simply Wall St |
|---|---|---|
| Portfolio tracking & P&L | Yes | Yes |
| Screener | Yes | Yes |
| Price & technical alerts | Yes | Yes |
| Insider & analyst signals | Yes | Yes |
| Risk / VaR analytics | Yes | Yes |
| Tax-loss harvesting | Yes | —No |
| Price | Free right now · no paid price set | Free / Premium & Unlimited (price shown at sign-up) |
Capabilities & pricing reflect each product’s public plans as of October 2026. Coarse yes/no by design — verify current details on each provider’s site.
Sources for Simply Wall St, read October 16, 2026: Simply Wall St plans · Simply Wall St portfolio tracker · Simply Wall St help: portfolio returns and calculations (via site search) · Simply Wall St help: linking your broker (via site search)
Where Simply Wall St is strong
- Beautiful, beginner-friendly visual company analysis
- Clear valuation and health snapshots
- Good coverage of global markets
Where Tradune goes further
Simply Wall St excels at visual single-company analysis; Tradune adds backtesting, technical charts, a multi-factor screener spanning price and technicals, and a tax-loss-harvesting workflow on top of your live portfolio. All of it is free right now.
Specifically, versus Simply Wall St, the gaps it closes are:
- Focused on fundamentals and valuation; no backtesting found
- No tax-loss-harvesting or wash-sale workflow found
- Linked portfolios bring in holdings, not full transaction history, and cannot be edited by hand
How Simply Wall St and Tradune compute the numbers
| Question | Tradune | Simply Wall St |
|---|---|---|
| How is your return measured? | Money-weighted return (XIRR) on every deposit, buy, sell and dividend you record, plus a time-weighted (TWR) base-100 curve. Under a year of history it shows a cumulative figure and does not annualise. | Its portfolio page says it calculates “real returns – IRR, capital gains, and benchmarks”. Its help center splits total return into unrealised, realised, dividends and currency; linked and manual-holdings portfolios work from average price. |
| How are trades recorded? | Each buy, sell, deposit, withdrawal and split you enter is kept with its own date and price; P&L and returns are computed from those rows. | A transactions portfolio records your trading history (bulk upload is supported). Linked portfolios bring in holdings — share count and average cost — rather than full transaction history. |
| Cost basis and US tax lots | FIFO, LIFO or average cost, set per portfolio. The realized-gains report splits short- from long-term and flags a loss sale with a same-symbol buy within 30 days as a possible wash sale. No specific-lot selection. | Its help center says realised gains follow FIFO. No US tax-lot, short/long-term or wash-sale report found. |
| Getting your holdings in | Manual entry, or a positions CSV of up to 200 rows (Fidelity, Schwab and Robinhood exports are recognised). No broker connection and no automatic sync — new trades are entered by hand. | Broker sync (it advertises 2,000+ brokers, updated daily) on Premium and Unlimited, file import, or manual entry. |
| What is the benchmark? | A SPY twin: your own cash flows replayed into SPY on the same dates, on a total-return series with dividends reinvested. The time-weighted curve plots SPY and QQQ. | Measures returns “against market benchmarks”; the construction is not detailed on the pages we could read. |
Money-weighted vs time-weighted return: the published method →
Does Simply Wall St’s portfolio tracker do what Tradune does?
Partly, and more than this page used to say. Simply Wall St’s portfolio page promises IRR, capital gains and benchmark comparison, dividend income and yield on cost, and a diversification audit across industries, regions and holdings. Broker sync is on Premium and Unlimited, and the Free plan holds one portfolio of 10 holdings.
The differences are in the method. Its help center describes linked and manual-holdings portfolios as calculated from your average price, with a separate transactions portfolio for detailed history. Tradune keeps every trade with its own date and price, computes a money-weighted XIRR from them and lays the same cash flows into SPY on the same dates, so the gap between the two figures is your selection and timing rather than a market move.
Where is Simply Wall St the better choice?
For understanding a single company quickly. The snowflake, valuation and health snapshots, and its global coverage are its strengths, and its broker sync saves data entry Tradune does not.
Tradune is the better fit when the question is about the portfolio’s behaviour: backtesting, VaR and drawdown, a historical stress test, SEC Form 4 cluster buys on what you hold, and a tax-loss-harvesting view with US wash-sale flags.
Frequently asked
Is Tradune a good Simply Wall St alternative?
If you want backtesting, tax-loss harvesting and a broader multi-factor screener spanning price/technicals (not just fundamentals) alongside company analysis, Tradune covers more. Simply Wall St still leads on beginner-friendly visual company breakdowns and has its own screener and screener alerts.
Does Tradune have something like the Simply Wall St snowflake?
Tradune’s transparent Stock Grade scores a company sector-relative across quality, value, momentum and growth — a different, methodology-published take on the same “how does this company stack up?” question.
Try Tradune free
Free for everyone right now · no card · nothing to buy. See how your own portfolio looks with 40+ analytics in one place.
This comparison is for educational purposes only and is not investment advice. Competitor names are trademarks of their respective owners; capability and pricing claims reflect their public plans as of October 2026 and may have changed — verify on their sites. Tradune is not affiliated with Simply Wall St.