What is SimFin?

SimFin is a cloud‑based platform that delivers comprehensive financial data and analysis tools for investors, analysts, and researchers. It offers a stock screener that lets users construct custom filters and complex conditions across more than 5,000 international equities using 7,000+ financial metrics and 80+ technical indicators.

The system supports backtesting of single stocks or multi‑stock strategies against over 20 years of historical data, providing performance comparison with sector benchmarks. Data can be retrieved via a RESTful API, downloaded in CSV, or accessed through a Python SDK or Excel add‑in, enabling integration into quantitative models and automated workflows.

Visualizations include line charts, distribution plots, and scatter plots, allowing users to compare individual securities, industry averages, and regional trends. SimFin’s architecture is designed for high‑speed, scalable access to reliable financial information, facilitating portfolio construction, risk analysis, and investment strategy development.

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SimFin's key features

Custom stock screener filters
Strategy backtesting with history
Visualize line and scatter charts
Download data via API
20+ years financial history
Unlimited custom query rules
Share findings as studies

SimFin use cases

Build a real-time equity screener in Excel using SimFin's add‑in, instantly filtering 5,000+ stocks by 7,000+ metrics and 80+ technical indicators for day‑to‑day trading decisions
Create a robust backtesting engine in Python with SimFin's SDK, automatically downloading historical data, applying custom technical indicators, and quantifying portfolio risk across multiple scenarios
Develop an interactive visual analytics dashboard that compares historical performance of selected equities, leveraging SimFin's API to pull metrics and display risk metrics and trend lines for portfolio optimization