Simply Wall St turns a company into a snowflake. Openbook turns it into two numbers you can act on: Reward and Risk, scored on the same 8-factor Reward and Risk model for UK and US shares, with a free screener and the portfolio you hold at a UK broker.
The features a UK investor uses most, side by side. Green is a clear yes, red a clear no, grey a qualified answer.
| Feature | Openbook | Simply Wall St |
|---|---|---|
| Pricing and access | ||
| Free tier | Yes, core scores, screener and portfolio, no report cap | Yes, capped number of company reports a month |
| Starting price | £0 | £0, paid plans for unlimited reports |
| Free trial | Permanent free tier | Free plan, paid tiers above it |
| Market coverage | ||
| UK shares (LSE and AIM) | Yes, 1,500+ fully scored | Yes |
| US shares | Yes, score coverage expanding | Yes |
| Other markets | No | Yes, many exchanges worldwide |
| Prices in pence for UK shares | Yes | Shown in pounds |
| UK dividend calendar and ISA context | Yes | Dividend data, no UK account context |
| Scores and analysis | ||
| Scoring model | 8-factor Reward and Risk model | Five-area snowflake |
| Risk rated separately from reward | Yes, two independent ratings | No, one shape |
| Fair value estimate | DCF calculator with your own inputs | Yes, an automated DCF on every report |
| Insider trading data | No | Yes |
| Multi-year financial history | Yes | Yes |
| Written analysis | In-house insights on UK and US companies | Automated narratives, plus user-written ones |
| Tools | ||
| Stock screener | Free, UK and US | Yes |
| Portfolio tracker | Free | Yes |
| Import from UK brokers | Yes, CSV or Excel from any broker, plus Trading 212 sync | Broker connections and CSV |
| Thematic discovery | 59 Discover themes | Collections and screens |
| Calculators | DCF, P/E, dividend, compound interest, ISA, CGT | Limited |
Simply Wall St details checked on 21 September 2026 against its public pricing and product pages. Plans and limits change; check its site for the current position before you pay for anything.
Four differences that matter more than any single feature.
The snowflake is a good picture and a poor decision tool: a company with strong growth and a weak balance sheet becomes a lopsided shape you have to interpret. Openbook reports Reward (Growth, Momentum, Profitability, Valuation) and Risk (Volatility, Financial Solvency, Operational Quality, Size) as two independent scores, so the trade-off is stated rather than drawn. How the scores are built.
Prices in pence, LSE and AIM, ex-dividend dates in the UK calendar, and ISA and SIPP in the portfolio view. Simply Wall St covers UK shares as one market among dozens; Openbook treats it as the home market.
Simply Wall St's free plan caps how many company reports you can open each month. Openbook's free tier has no cap: every scored company page, the screener and the portfolio tracker are open, with no card and no counter. Pro adds factor exposure and deeper analytics.
Breadth and presentation. If you hold shares in Australia, Canada, Europe or Asia, Simply Wall St covers them and Openbook does not. Its reports are beautifully presented, its fair value estimate is on every page, and it shows insider dealing. For a global portfolio, or for a first look at a company you have never heard of, it is the better product.
An honest split. Both tools are good at something; the question is what you need.
Open a public company page to preview its Reward and Risk scores, factor breakdown, financial history and dividend record. A free account extends access to the rest of the platform.
Yes. Openbook Analytics has a permanent free tier with core Reward and Risk scores, financial history, dividend data, a screener and a portfolio tracker across thousands of UK and US-listed stocks, with no monthly report limit. No card is needed to start.
The snowflake blends five areas into one shape. Openbook keeps Reward (Growth, Momentum, Profitability, Valuation) and Risk (Volatility, Financial Solvency, Operational Quality, Size) as two separate ratings out of 100, so a company that scores well on one and badly on the other is shown as exactly that.
Yes, alongside many other markets. Openbook covers UK and US shares only, and treats the UK as the home market: prices in pence, UK dividend dates, and ISA and SIPP context in the portfolio.
Openbook covers thousands of UK and US-listed stocks. Full Reward and Risk scores are available for more than 1,500 UK-listed companies with sufficient reporting history; US score coverage is expanding and some newer listings have limited data.
Yes. Export your transaction history from Hargreaves Lansdown, AJ Bell, interactive investor, Freetrade, Vanguard or most other brokers as CSV or Excel and import it; Openbook works out the columns and shows you what it read before saving. Trading 212 also has a direct sync.
For a global portfolio, or for visual, narrative-style reports with a fair value on every page, often yes. For UK investors who want two clear scores, a free screener and the portfolio they hold at a UK broker, Openbook does that job on its free tier. The "who should use which" section above is our honest split.
No. Openbook is an analysis and education tool. Nothing on the platform is a recommendation to buy, sell or hold any investment.
Core Reward and Risk scores, financial history, dividend data and portfolio tools across UK and US markets, on the free tier.
Get started freeFor information and education only. Not investment advice. Openbook Analytics Ltd is not authorised or regulated by the Financial Conduct Authority.