Introducing A New Visual Way To Invest

When analyzing stocks we are constantly searching for new and innovative ways to gather information and gain insight into a potential buy. Typically, we scour through dozens of income statements and balance sheets while looking at historical charts and graphs all in an effort to make sense of the data collected. Wouldn’t it be nice to glean a lot about a company’s stock with just one quick look? Well, recently, I came across a new and interesting visual way to find investments that seems to do the trick. I’d like to introduce you to Simply Wall St.

 

The most interesting thing Simply Wall St. does is provide you a simple graphic they call a snowflake that highlights the income, value, overall health including debt, expected future performance and past performance going back five years of a particular stock.

 

Snowflakes_grid
 

The snowflake is based on 30 financial checks and its size, shape and color show how well the company is performing in a specific area. In this way you get an easy to understand financial snapshot based on the appearance of the snowflake. For example, look at the JNJ snowflake versus AMZN snowflake. This visual approach might be a good starting point when searching for undervalued dividend payers or perhaps top dividend payers.

 

Value_based_on_future_cashflow
 

Simply Wall St. does more than present company snapshots in their snowflake form. It also offers a pretty nifty portfolio management tool which makes it really easy for users to see their stock diversification, returns and it also helps find strengths and weaknesses in their investments. And for those interested in company reports, Simply Wall St. also provides all the pertinent ratios, DCF, analyst estimates, past earnings and even things like insider trading in a easy to understand infographic.

 

Portfolio_diversification
 

In all, I found Simply Wall St. easy and intuitive to use. While many stock research tools exist on and offline I liked the fast, visual manner stock data was presented. This makes screening for potential stocks easy and a good starting point for further research. I enjoyed sorting through a few of their preset screens for undervalued dividend stocks the most, as those are the types of companies I am interested in investing. Simply Wall St. definitely deserves a try in my opinion.

43 thoughts on “Introducing A New Visual Way To Invest

    • Hi Max,

      Some have had that complaint about this method of information presentation. Still, it does provide a quick and easy visual overview as a starting point. It’s always interesting to see new investment apps and sites come up. Thank you for commenting.

      • Hi RH,

        I agree with you on that point. Seeing stock information presented in this visual format makes assessing a potential investment quite easy. Thanks for commenting.

  1. Hey DivHut,

    It looks pretty cool. Adding my portfolio worked, but after adding 1 transaction, the system failed.
    It does not load my portfolio anymore. I’m not going to bother filing a bug report on that, because I agree on the scrolling part. Digging deeper into 1 company takes a lot of ‘scrolling power’.

    Thanks for the mention though, it is always good to have a variety of tools at your disposal.

    Best wishes, DfS
    Dividend for Starters recently posted…Dividend income – July 2015My Profile

    • Hey guys this is Adam from Simply Wall St.

      Thanks for trying out our app, sorry you didn’t like the scrolling! We wanted the analysis to be holistic, yet easy to understand and organized and that takes some space. The idea is to use the Snowflakes and the Grid view for a quick overview and go to the reports only if you find the company worth looking into.

      DfS: Sorry for the bug, we are still only in the Beta. Could you please send me info about what happened to feedback -at- simplywallst.com? We will fix it immediately 🙂

    • Hi DfS,

      Sorry you experienced a bug trying out this new method. I’m sure the people at Simply Wall St. are reading these comments and taking them to heart. I thought it was an interesting site to share. I did like using the screens but agree that it can be a bit tedious when comparing multiple stocks. Appreciate the comment.

  2. I’m always on the lookout for a cool new visualization tool to help my screening process.

    My first thought is: I love the concept behind the snowflake. It reminds me of a tree: green and full when healthy, but brown/red and shriveled when ill.

    My second thought is: lots. of. scrolling. (agree with D4S and Max on this one)

    There is a lot of activation energy when it comes to using new tools, but usually not enough time to spend figuring out which one is going to pay the largest returns.

    Thanks for sharing.
    Mr. Modern Millennial recently posted…How much I spent on coffee my first three and half years of grad schoolMy Profile

    • Hi MMM,

      I happen to agree with you in your assessment. I also liked the easy to visualize ‘snowflake’ as to the health of a company but the ability to make meaningful comparisons between stocks wasn’t as simple. I am happy you had a chance to review the site and try it out. It’s always fun and interesting to try new stock analysis methods. Thank you for stopping by and commenting.

    • Hi Dividends,

      Glad to read that you have found the site useful for your needs. When I first saw the ‘snowflake’ visualization I thought it to be clever and a unique way to present the health of a company. Of course, the site still is in beta mode and I’m curious to see how else they improve upon it. Thank you for commenting.

  3. Keith,
    Very interesting. I personally like the graphic displays versus reading financial statements. Thank you for the heads-up!
    KeithX

    • Hi KeithX,

      Always happy to share a new and interesting way to conduct stock research. It’s interesting to read the comments and hear how others like it or not. Thank you for taking a look.

    • Hi M,

      Happy to hear that you find this new site useful for your investing needs. Visual overviews are great in my opinion as a starting point for doing further research. It’s a lot easier to decipher than staring at rows and rows of numbers. Thank you for commenting.

  4. Aren’t human beings terrible at circular spatial recognition? Therefore, I’d say it might be tough to make an actionable decision based on the snowflakes.

    However, what I really like about the tool is the drilldown capability for each of the sections. I think within those you get a very clean dashboard of all pertinent goings-on at the company.

    Very cool stuff.

    Eric
    Retire29 recently posted…A Tale of Two CompaniesMy Profile

    • Hi R29,

      Well, I wouldn’t make any actionable decisions based on the snowflakes alone. What I would do and have done is use the snowflakes as a starting point for further research on a specific stock. Just another interesting manner to look at the health of a specific company with one quick glance. As you stated, the site does give a pretty detailed look for many company specific metrics which is nice too. Thank you for checking it out.

    • Hi Liquid,

      Being a graphic artist I’m sure you can appreciate this type of stock information presentation. I liked the colors and shapes as a super fast and easy to understand way to judge the health of a company. Thank you for checking them out.

    • Hi DD,

      Curious to know your thoughts once you try them out. I kind of liked the snowflake visualization for looking at the general health of a stock. As I mentioned in other comments, I wouldn’t solely base a buying decision just by this method but I do think there’s value in using it as a starting point for further research of potential stocks to own. Thank you for commenting.

  5. Haven’t really checked it out yet, but it seems like a great concept. But it seems like this is better suited as a starting point rather than a be-all-end-all analysis.

    If it had a stock’s 10 year revenue, earnings, and dividend growth history, that would be fantastic. I always find myself scouring the Internet for that, and I’m not good at doing the calculations myself.

    Sincerely,
    ARB–Angry Retail Banker
    ARB recently posted…An eBook Review: “The Dividend Mantra Way” by Jason FieberMy Profile

    • Hi ARB,

      That’s how I have been using it, as a starting point for looking at the health of a stock. I think it can be a great tool for starting a search for potential investments. Once I see something that interests me I go to my usual Morningstar or other tools provided by my online broker. Thank you for stopping by and commenting.

    • Hi R2R,

      It’s a pretty unique way to display the health of a stock in one simple graphic. Curious to know how you like it. Thanks for the comment.

    • Hi FFdividend,

      Always glad to share and introduce new methods for stock analysis. This snowflake method is certainly unique. Thanks for the comment.

  6. What a cool find! Thanks very much for reviewing this, DH – I’ve signed up and have just spent a few minutes loading up my stocks. Think I’ll spend a bit more time plugging in some numbers and see what turns up, although it’s already thrown up some interesting info!

    I hope to use it to help me select stocks to buy (from my short list) since I seem to always have a bit of trouble choosing!
    weenie recently posted…Money Magazines for £2My Profile

    • Hi weenie,

      Glad you have found this new site useful. It’s always fun to try new research methods and see how it can help you become a better long term investor. I found this snowflake style to be very unique in presenting the health of a particular company. I have used their preset screens to look up undervalued dividend payers to see what names pop up. No doubt, this is a great starting point for doing further research. Thank you for commenting.

  7. Hey DivHut,

    Nice write up!!

    The Simply Wall St. tool looks very beneficial and useful. I just loved the feature that provide you a simple graphic they call a snowflake that highlights the income, value, overall health including debt, expected future performance and past performance. I will surely give it a try.

    Thanks for sharing 🙂

    • Hi TL,

      It’s definitely an interesting way to look at financial and stock data, that’s for sure. I use them every now and then to get a quick visual for a company I am considering buying. Thank you for commenting.

  8. Decent review!!

    The Simply Wall St. device looks exceptionally advantageous and valuable. I simply adored the component that give you a straightforward realistic they call a snowflake that highlights the wage, esteem, general wellbeing including obligation, expected future execution and past execution. I will definitely try it out.

    A debt of gratitude is in order for sharing 🙂

    • Hi TL,

      It’s definitely an interesting way to portray a lot of financial data in one single form. I use their snowflakes as a quick overview before I do further research on a particular company. Thank you for sharing your thoughts.

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