# SimFin 依據 OpenAITools.app 於 2026-11-11 查驗的觀測資料，SimFin（simfin.com）是收錄於金融 AI 的 AI 平台，每月產生 1.54萬次造訪，月流量變化量為 -5840（-27.5%）。其主要地理市場為美國（流量佔比 49.4%），並採用免費增值定價模式。依每月流量計算的主要競爭替代方案包括 Amsflow（每月 3.73萬次造訪），Danelfin（每月 21.68萬次造訪），MacroMicro 財經M平方（每月 92.83萬次造訪）。 SimFin is a cloud stock-analysis and financial-data platform that combines a stock screener, portfolio backtesting, downloadable fundamentals and a developer-friendly data API covering thousands of US and European companies. ## 主要觀測資料與規格 | 指標 | 數值 | | :--- | :--- | | 工具名稱 | SimFin | | 代稱 | simfin | | Status | active | | Origin | independent | | Maintenance | active | | 官方網域 | simfin.com | | 網站網址 | https://simfin.com | | 分類 | 金融 AI, 資料分析 AI, AI 投資, AI API | | 定價模式 | 免費增值 | | 每月造訪次數 | 15,391 | | 月流量變化 | -5,840 | | 月成長率 | -27.5% | | 主要市場 | 美國 | | 市佔率 | 49.4% | | 直接造訪 | 6,249 | | 自然搜尋造訪 | — | | 社群造訪 | — | | 推薦流量造訪 | 1,628 | | 電子郵件造訪 | 692 | | 評論分數 | 4.4 | | 收藏數 | 1 | | 支援平台 | 網站 | | 帳務平台 | | | 屬性 | 功能: 網站; 價格: 免費增值 | | 標籤 | 財務數據, 股票分析, 股票篩選器, 回測, 資料 API, 基本面分析, 投資策略, 財務指標, 資料視覺化, API, Excel, CSV, Python | ## 總覽 SimFin is a cloud stock-analysis and financial-data platform that combines a stock screener, portfolio backtesting, downloadable fundamentals and a developer-friendly data API covering thousands of US and European companies. ## 價格與方案 Freemium with four tiers. FREE costs $0 and includes the screener, 5 years of history and light API access. START is about $15/month, BASIC about $35/month and PRO about $71/month when billed annually, unlocking longer history, more high-speed credits and higher call-rate limits. A 50% student discount applies to BASIC, and Enterprise pricing is quoted on request. ## 關鍵功能與能力 - **Fundamental stock screener:** Filter thousands of stocks with 80+ built-in indicators and unlimited custom conditions, then visualize the matches as line charts, scatter plots or distribution plots. - **Strategy backtesting:** Test single stocks or weighted multi-criteria portfolios over 20+ years of history, with weekly to yearly rebalancing and sector benchmark comparisons. - **Data API and bulk export:** Pull the same dataset through a Python package, Excel plugin, JSON web API or CSV bulk download, with tiered call-rate limits from 2 to 20 requests per second. - **High-speed credit system:** Monthly credit budgets from 500 to 30,000 let heavy users run intensive screens and backtests without throttling the interactive app. - **Shareable studies and portfolios:** Save private portfolios, publish studies and strategies, and let other members copy, comment on and rate your setups. ## 主要使用情境 - **Screen for value ideas (Retail investor):** Build custom fundamental filters, backtest the resulting basket over two decades and compare its CAGR against the S&P 500 before committing capital. - **Feed a research pipeline (Quant developer):** Use the Python API or bulk CSV files to load standardized fundamentals into notebooks, train machine-learning models or power an internal analytics dashboard. - **Pull auditable company data (Financial analyst):** Retrieve as-reported and derived ratios that trace back to the original filings, so valuation work can be documented and reproduced. - **Learn with real market data (Student or educator):** Start on the free tier, run simple screens and backtests, and use the discounted student plan when course work needs longer history. ## 優勢 - Transparent, traceable fundamental data built in-house rather than scraped from third parties - Free tier is genuinely usable for screening and light API work - Comparatively low subscription cost versus institutional data terminals - Strong developer ergonomics through Python, Excel and JSON endpoints - Backtesting and screening live in the same product, avoiding tool-switching ## 限制 - European market coverage historically lags US coverage - Heavy backtesting and high-speed screening are metered by credits - Interface density is high and can overwhelm beginners - No broker execution or live-trading features - Cancelling requires deleting downloaded data from your devices per the terms ## 常見問題 ### Is the free SimFin account really free? Yes. The FREE tier requires no credit card and includes the stock screener, 5,000 US stocks, 80+ indicators, 5 years of chart and fundamentals history, and limited API access. ### How much do the paid plans cost? At annual billing, START is around $15/month, BASIC around $35/month and PRO around $71/month. Paying annually saves roughly 40% versus monthly, and a 50% student discount is available on BASIC. ### Which integrations does SimFin offer? Data can be consumed through a Python API, an Excel plugin, a JSON web API and bulk CSV downloads. There is no direct broker execution integration. ### Where does the financial data come from? SimFin aggregates and owns its fundamental data, extracting it from quarterly and annual company reports and running each statement through a quality-assurance step so users can trace a data point back to the source filing. ### Can I cancel at any time? Yes, subscriptions can be cancelled whenever you like and stay active until the end of the paid period. Note that downloaded data must be deleted from your devices once the subscription lapses. ### SimFin 的每月流量與成長趨勢為何？ SimFin 目前每月有 1.54萬次造訪，月流量變化為 -5840（成長率 -27.5%）。其主要來源市場為美國（佔比 49.4%），其中包含每月 6249 次直接造訪與每月 — 次自然搜尋造訪。 ### SimFin 是免費的嗎？其定價模式為何？ SimFin 採用免費增值定價模式。Freemium with four tiers. FREE costs $0 and includes the screener, 5 years of history and light API access. START is about $15/month, BASIC about $35/month and PRO about $71/month when billed annually, unlocking longer history, more high-speed credits and higher call-rate limits. A 50% student discount applies to BASIC, and Enterprise pricing is quoted on request. 支援的帳務與結帳平台包括：未列出。 ### 2026 年最佳的 SimFin 替代方案有哪些？ 依據 OpenAITools.app 的分類流量與功能契合度，SimFin 的前五大替代方案為：1. Amsflow（每月 3.73萬次造訪）; 2. Danelfin（每月 21.68萬次造訪）; 3. MacroMicro 財經M平方（每月 92.83萬次造訪）; 4. PWP Leeway（每月 4008 次造訪）; 5. Fiscal.ai（FinChat）（每月 9221 次造訪）。 ### SimFin 支援哪些平台與核心 AI 能力？ SimFin 分類於金融 AI, 資料分析 AI, AI 投資, AI API，支援以下平台：網站，其核心能力標籤包括：財務數據, 股票分析, 股票篩選器, 回測, 資料 API, 基本面分析。 ## 替代方案 | 工具名稱 | 每月造訪次數 | 定價模式 | 比較 | | :--- | :--- | :--- | :--- | | [Amsflow](https://openaitools.app/tw/tool/amsflow) | 37,303 | 免費試用、付費 | [比較](https://openaitools.app/tw/compare/amsflow-vs-simfin) | | [Danelfin](https://openaitools.app/tw/tool/danelfin-com) | 216,830 | 免費增值 | [比較](https://openaitools.app/tw/compare/danelfin-com-vs-simfin) | | [MacroMicro 財經M平方](https://openaitools.app/tw/tool/macromicro) | 928,258 | 免費增值、付費 | [比較](https://openaitools.app/tw/compare/macromicro-vs-simfin) | | [PWP Leeway](https://openaitools.app/tw/tool/pwp-leeway) | 4,008 | 免費增值 | [比較](https://openaitools.app/tw/compare/pwp-leeway-vs-simfin) | | [Fiscal.ai（FinChat）](https://openaitools.app/tw/tool/finchat-io) | 9,221 | 免費增值、付費、需聯絡報價 | [比較](https://openaitools.app/tw/compare/finchat-io-vs-simfin) | | [Aime](https://openaitools.app/tw/tool/aime) | 260,428 | 免費增值 | [比較](https://openaitools.app/tw/compare/aime-vs-simfin) | | [Syft Analytics](https://openaitools.app/tw/tool/syft-assist-ai) | 1,105,531 | 免費增值、免費試用、付費 | [比較](https://openaitools.app/tw/compare/simfin-vs-syft-assist-ai) | | [Clarity AI](https://openaitools.app/tw/tool/clarity-ai) | 74,596 | 需聯絡報價 | [比較](https://openaitools.app/tw/compare/clarity-ai-vs-simfin) | | [Decode Investing](https://openaitools.app/tw/tool/decode-investing) | 6,097 | 免費增值 | [比較](https://openaitools.app/tw/compare/decode-investing-vs-simfin) | | [LuxAlgo](https://openaitools.app/tw/tool/luxalgo) | 985,376 | 免費增值、免費試用、付費 | [比較](https://openaitools.app/tw/compare/luxalgo-vs-simfin) | | [ValueSense](https://openaitools.app/tw/tool/valuesense) | 8,984 | 免費增值 | [比較](https://openaitools.app/tw/compare/simfin-vs-valuesense) | | [FinanceGPT](https://openaitools.app/tw/tool/financegpt) | 15,414 | 免費增值 | [比較](https://openaitools.app/tw/compare/financegpt-vs-simfin) | --- 來源：https://openaitools.app/tw/tool/simfin