SimFin

SimFin is a financial data platform that provides fundamental data and portfolio analysis tools for stock market researchers, analysts, and individual investors. The platform focuses on delivering clean, structured financial statements and pricing data for over 5,000 publicly traded stocks across major global exchanges. Users can access historical income statements, balance sheets, cash flow statements, and key financial ratios for companies listed in the U.S. and select international markets. The data is updated regularly and standardized to facilitate cross-company comparisons and time-series analysis. One of the core functionalities is the stock screener. SimFin allows users to build custom filters based on financial metrics, such as revenue growth, profit margins, debt levels, earnings per share, and valuation multiples. Users can also create complex screening conditions by combining multiple criteria using logical operators. The screener returns results instantly, displaying a table of matching stocks with customizable columns. For each stock, users can view historical data points over any time period, which is useful for identifying trends and anomalies. Beyond screening, SimFin supports backtesting of single stocks or multi-stock strategies. Users can define entry and exit rules based on fundamental signals, price movements, or a combination of both. The backtesting engine calculates performance metrics like total return, annualized return, maximum drawdown, Sharpe ratio, and win rate. Results are presented in charts and tables, allowing users to compare different strategies side by side. This feature helps investors evaluate the historical effectiveness of their investment ideas before committing capital. Visualization is another key aspect. SimFin offers distri