SimFin

Main Features

• Stock Screening: Enjoy superfast stock screening. Build custom filters, indicators, and complex conditions. Visualize findings historically or as distribution plots. Screen thousands of stocks with renowned indicators. Filter with custom built conditions and values. Define individual rating score criteria and weights. Compose your own queries with unlimited rules.
• Strategy Backtesting: Backtest single stocks or complex strategies. Be prepared for gaining new insights. Optimize investment scores and trading signals. Backtest studies against 20 years of finance history. Challenge results against relevant sector benchmarks.
• Data Download: Just download financial data via API (Python or Excel) or bulk-CSV. Fundamentals and calculated metrics accessible for investors, analysts, and platforms. Simply fetch all data from Web-API (JSON) or in CSV-Format. Connect via the SimFin Python-API or the Excel-Plugin.
• Data Visualization: Visualize Stock Market Metrics like never before. Create line-, distribution charts and scatter plots. Display history of single stocks or grouped security averages. Share your insights with the whole world.

Core Characteristics

• Data Scale: Contains 7,000+ Financial Metrics, 5,000 Companies, 80+ Indicators, 20 Years of History.
• Data Quality: Data origin transparently verifiable.
• Strategy Sharing: Copy & share investment strategies.

Target Users

Value Investors, Financial Analysts, Quant Analysts, Private Investors, Data Analysts, and developers/platforms looking to build their own stock value analysis and prediction tools.

Typical Use Cases

1. Tech/Consumer Defensive Investment Strategy: Identify undervalued, financially healthy companies in the Technology and Consumer Defensive sectors that are effectively using their assets to generate profits, and whose stock price growth is currently lagging (e.g., "Look Ma I'm a Value Investor" by user "snwr").
2. Momentum Trading Validation: Cautionary case study exposing pitfalls of relying solely on unvalidated backtesting and illiquid penny stocks. The Scammer strategy, with modified volume filters, showcases a 28% CAGR since 2011.
3. Profitable Tech Quant Portfolio: A meticulous, data-driven approach targeting dynamic tech companies exhibiting solid growth and profitability (e.g., user "fhainzl"'s strategy with an 18% CAGR, outperforming the S&P500 by 7% annually since 2011).

Pricing & Billing Model

Hosted in the cloud as Software as a Service (SaaS). Offers 3 different versions of analytics packages:

• FREE: Access all major features, register without credit card, but standard data connection speed. Data API is included.
• BASIC: Payable subscription account with a high-speed data connection.
• PRO: Payable subscription account with a high-speed data connection.

FAQs

• Account Types: Subscribe by registering with email. 3 versions available: FREE, BASIC, and PRO.
• Investors: Successfully finished a capital raise in 2022 with IBG Risikokapitalfonds managed by bmp Ventures.
• Geographic Coverage: Goal to complete the US stock market with 20 years of history by end of Q1 2023. European markets to follow by end of 2023, and Asian markets by end of 2024.
• Tool Support: Video tutorials and articles with tips and best practices available on the Support Page.
• Company Background: SimFin Analytics GmbH is based in Germany, owned by German shareholders, headquartered in Halle (Saale).