# SimFin 根据 OpenAITools.app 于 2026-11-11 核对的流量数据，SimFin（simfin.com）是一个收录在 AI For Finance 下的 AI 平台，月访问量为 1.54万，月度环比流量变化为 -5840（-27.5%）。其主要地理市场为美国（49.4% 流量份额），采用免费增值定价模式。按月流量计算的主要竞争替代方案包括 Amsflow（3.73万次访问/月），Danelfin（21.68万次访问/月），MacroMicro 财经M平方（92.83万次访问/月）。 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. ## 关键遥测与规格 | 指标 | 数值 | | :--- | :--- | | 工具名称 | SimFin | | 标识 | simfin | | Status | active | | Origin | independent | | Maintenance | active | | 官方域名 | simfin.com | | 官网地址 | https://simfin.com | | 分类 | AI For Finance, AI For Data Analytics, AI Investing, AI API | | 定价模式 | 免费增值 | | 月访问量 | 15,391 | | 月度环比流量变化 | -5,840 | | 月度环比增长率 | -27.5% | | 主要市场 | 美国 | | 市场份额 | 49.4% | | 直接访问量 | 6,249 | | 自然搜索访问 | — | | 社交访问 | — | | 推荐访问 | 1,628 | | 邮件访问 | 692 | | 评价得分 | 4.4 | | 收藏数 | 1 | | 支持平台 | 网站 | | 计费平台 | | | 属性 | 功能: 网站; 定价: 免费增值 | | 标签 | 财务数据, 股票分析, 股票筛选器, 回测, 数据 API, 基本面分析, 投资策略, 财务指标, 数据可视化, API, Excel, CSV, Python | ## 概览 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. ## 定价与套餐 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. ## 关键功能与能力 - **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. ## 主要用例 - **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. ## 优势 - 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 ## 局限 - 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 ## 常见问题 ### 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 的月流量和增长趋势如何？ SimFin 目前每月获得 1.54万访问量，月度环比流量变化为 -5840（增长率 -27.5%）。其主要来源市场是美国（49.4% 份额），包括每月 6249 次直接访问和每月 — 次自然搜索访问。 ### SimFin 免费吗？它的定价模式是什么？ SimFin 采用免费增值定价模式。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. 支持的计费和结账平台包括：未列出。 ### 2026 年 SimFin 的最佳替代方案有哪些？ 基于 OpenAITools.app 的分类流量和功能契合度，SimFin 的前五个替代方案是：1. Amsflow（3.73万次访问/月）; 2. Danelfin（21.68万次访问/月）; 3. MacroMicro 财经M平方（92.83万次访问/月）; 4. PWP Leeway（4008 次访问/月）; 5. Fiscal.ai（FinChat）（9221 次访问/月）。 ### SimFin 支持哪些平台和核心 AI 能力？ SimFin 被归类在 AI For Finance, AI For Data Analytics, AI Investing, AI API 下，支持以下平台：网站，其核心能力标签包括：财务数据, 股票分析, 股票筛选器, 回测, 数据 API, 基本面分析。 ## 替代工具 | 工具名称 | 月访问量 | 定价模式 | 对比 | | :--- | :--- | :--- | :--- | | [Amsflow](https://openaitools.app/zh/tool/amsflow) | 37,303 | 免费试用，付费 | [对比](https://openaitools.app/zh/compare/amsflow-vs-simfin) | | [Danelfin](https://openaitools.app/zh/tool/danelfin-com) | 216,830 | 免费增值 | [对比](https://openaitools.app/zh/compare/danelfin-com-vs-simfin) | | [MacroMicro 财经M平方](https://openaitools.app/zh/tool/macromicro) | 928,258 | 免费增值，付费 | [对比](https://openaitools.app/zh/compare/macromicro-vs-simfin) | | [PWP Leeway](https://openaitools.app/zh/tool/pwp-leeway) | 4,008 | 免费增值 | [对比](https://openaitools.app/zh/compare/pwp-leeway-vs-simfin) | | [Fiscal.ai（FinChat）](https://openaitools.app/zh/tool/finchat-io) | 9,221 | 免费增值，付费，定价请咨询 | [对比](https://openaitools.app/zh/compare/finchat-io-vs-simfin) | | [Aime](https://openaitools.app/zh/tool/aime) | 260,428 | 免费增值 | [对比](https://openaitools.app/zh/compare/aime-vs-simfin) | | [Syft Analytics](https://openaitools.app/zh/tool/syft-assist-ai) | 1,105,531 | 免费增值，免费试用，付费 | [对比](https://openaitools.app/zh/compare/simfin-vs-syft-assist-ai) | | [Clarity AI](https://openaitools.app/zh/tool/clarity-ai) | 74,596 | 定价请咨询 | [对比](https://openaitools.app/zh/compare/clarity-ai-vs-simfin) | | [Decode Investing](https://openaitools.app/zh/tool/decode-investing) | 6,097 | 免费增值 | [对比](https://openaitools.app/zh/compare/decode-investing-vs-simfin) | | [LuxAlgo](https://openaitools.app/zh/tool/luxalgo) | 985,376 | 免费增值，免费试用，付费 | [对比](https://openaitools.app/zh/compare/luxalgo-vs-simfin) | | [ValueSense](https://openaitools.app/zh/tool/valuesense) | 8,984 | 免费增值 | [对比](https://openaitools.app/zh/compare/simfin-vs-valuesense) | | [FinanceGPT](https://openaitools.app/zh/tool/financegpt) | 15,414 | 免费增值 | [对比](https://openaitools.app/zh/compare/financegpt-vs-simfin) | --- 来源：https://openaitools.app/zh/tool/simfin