MarketXLS is the closest drop-in replacement with overlapping coverage in Sheets / Excel Add-ins, Screeners, and Financials while adding Options & Derivatives and Options P&L coverage and Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users. and Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year. features (category overlap ~78%).
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Programmatic picks
Alternatives to Wisesheets
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test Wisesheets against peers before committing to a long-term plan.
Quick takeaways
Budget-conscious? Try Investing.com, Yahoo Finance, Nasdaq.com, TradingView, Seeking Alpha, Tickertape, Trendlyne, FINVIZ, MarketWatch, TipRanks, Koyfin, EODHD (EOD Historical Data), StockCharts, OpenBB, Fiscal.ai, GuruFocus, Stock Rover, and Perplexity Finance to get started without a paid plan.
Need mobile access? Investing.com, Yahoo Finance, and Nasdaq.com bring phone-ready workflows that Wisesheets lacks.
Round out your stack with new coverage areas like Options & Derivatives, Options P&L, Monte Carlo, and Risk Metrics (VaR/ES/Drawdown).
#1 Alternative
Similarity score 1601
Category overlap: 78%Shared coverage
Sheets / Excel Add-ins
Screeners
Financials
Options
ETF Overview
Portfolio
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Desktop
Pricing: Subscription
Why investors switch
- Expands into Options & Derivatives, Options P&L, and Monte Carlo coverage beyond what Wisesheets offers.
- Standout features include Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year., and Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter..
- Pair it with Wisesheets if you still need Analyst Forecasts and Education.
Adds coverage: Options & Derivatives, Options P&L, Monte Carlo, and Risk Metrics (VaR/ES/Drawdown)
Standout features: Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year., Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter., and Portfolio & research templates: Efficient Frontier, correlation/volatility/drawdowns, fundamentals and historical statements via hf_* functions.
Similarity score 1539
Category overlap: 67%Shared coverage
Screeners
Financials
Analyst Forecasts
Options
ETF Overview
Portfolio
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Investing.com keeps a free tier, so you can replicate Wisesheets workflows without upgrading.
- Investing.com adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Watchlist, and News coverage beyond what Wisesheets offers.
- Standout features include Global multi-asset coverage across stocks, ETFs, bonds, commodities, currencies, crypto, futures, and options with real-time charts on web and mobile., Extensive calendars for economic events, earnings, dividends, splits, IPOs, and options expirations, with user-configurable alerts., and Portfolio and watchlist syncing across devices, with CSV import for holdings..
- Pair it with Wisesheets if you still need Sheets / Excel Add-ins, Broker Connectors, and Education.
Adds coverage: ETF Screeners, Watchlist, News, and Alerts
Standout features: Global multi-asset coverage across stocks, ETFs, bonds, commodities, currencies, crypto, futures, and options with real-time charts on web and mobile., Extensive calendars for economic events, earnings, dividends, splits, IPOs, and options expirations, with user-configurable alerts., Portfolio and watchlist syncing across devices, with CSV import for holdings., and Stock Screener with customizable filters; InvestingPro+ adds advanced screeners and export functionality.
Similarity score 1539
Category overlap: 67%Shared coverage
Screeners
Financials
Options
ETF Overview
Portfolio
Education
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Yahoo Finance keeps a free tier, so you can replicate Wisesheets workflows without upgrading.
- Yahoo Finance adds mobile access for on-the-go monitoring.
- Expands into Watchlist, News, and Alerts coverage beyond what Wisesheets offers.
- Standout features include Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..
- Pair it with Wisesheets if you still need Sheets / Excel Add-ins, Analyst Forecasts, and Broker Connectors.
Adds coverage: Watchlist, News, Alerts, and Calendar
Standout features: Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data., and Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
Similarity score 1479
Category overlap: 67%Shared coverage
Screeners
Financials
Analyst Forecasts
Options
ETF Overview
Portfolio
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Nasdaq.com keeps a free tier, so you can replicate Wisesheets workflows without upgrading.
- Nasdaq.com adds mobile access for on-the-go monitoring.
- Expands into Watchlist, News, and Calendar coverage beyond what Wisesheets offers.
- Standout features include Real-time U.S. quotes with continuously updating bid/ask via Nasdaq Basic, with data credited to Nasdaq Data Link., Built-in screeners for stocks, ETFs, and mutual funds with filterable metrics., and Options chains enhanced with Greeks such as Delta, Gamma, and Vega..
- Pair it with Wisesheets if you still need Sheets / Excel Add-ins, Broker Connectors, and Education.
Adds coverage: Watchlist, News, Calendar, and Dividends
Standout features: Real-time U.S. quotes with continuously updating bid/ask via Nasdaq Basic, with data credited to Nasdaq Data Link., Built-in screeners for stocks, ETFs, and mutual funds with filterable metrics., Options chains enhanced with Greeks such as Delta, Gamma, and Vega., and Dedicated pages for short interest, insider transactions, and institutional holdings (13F).
Similarity score 1401
Category overlap: 78%Shared coverage
Sheets / Excel Add-ins
Screeners
Financials
Analyst Forecasts
ETF Overview
Portfolio
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Stock Comparison, ETF Comparison, and Data Visualizations coverage beyond what Wisesheets offers.
- Standout features include Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..
- Pair it with Wisesheets if you still need Options and Education.
Adds coverage: Stock Comparison, ETF Comparison, Data Visualizations, and Watchlist
Standout features: Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators., and Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).
Similarity score 1376
Category overlap: 56%Shared coverage
Screeners
Financials
ETF Overview
Portfolio
Education
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Desktop
Pricing: Subscription
Why investors switch
- TradingView keeps a free tier, so you can replicate Wisesheets workflows without upgrading.
- TradingView adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Stock Ideas, and Data Visualizations coverage beyond what Wisesheets offers.
- Standout features include Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., and Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations..
- Pair it with Wisesheets if you still need Sheets / Excel Add-ins, Analyst Forecasts, and Options.
Adds coverage: ETF Screeners, Stock Ideas, Data Visualizations, and Options & Derivatives
Standout features: Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations., and Equity, ETF, forex, and crypto screeners with auto-refresh and export options.
Similarity score 1373
Category overlap: 67%Shared coverage
Screeners
Financials
Analyst Forecasts
Options
ETF Overview
Portfolio
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Seeking Alpha keeps a free tier, so you can replicate Wisesheets workflows without upgrading.
- Seeking Alpha adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Stock Comparison, and Data Visualizations coverage beyond what Wisesheets offers.
- Standout features include Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., and Side-by-side comparison of up to 20 stocks, with export to Excel or PDF..
- Pair it with Wisesheets if you still need Sheets / Excel Add-ins, Broker Connectors, and Education.
Adds coverage: ETF Screeners, Stock Comparison, Data Visualizations, and Watchlist
Standout features: Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., Side-by-side comparison of up to 20 stocks, with export to Excel or PDF., and Portfolio tools with custom views, health scores, and Excel export. Premium users can link brokers for daily auto-sync through Plaid or SnapTrade.
Similarity score 1359
Category overlap: 67%Shared coverage
Screeners
Financials
Analyst Forecasts
ETF Overview
Portfolio
Broker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Tickertape keeps a free tier, so you can replicate Wisesheets workflows without upgrading.
- Tickertape adds mobile access for on-the-go monitoring.
- Expands into Watchlist, News, and Alerts coverage beyond what Wisesheets offers.
- Standout features include Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., and End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day..
- Pair it with Wisesheets if you still need Sheets / Excel Add-ins, Options, and Education.
Adds coverage: Watchlist, News, Alerts, and Dividends
Standout features: Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day., and Broker integration with leading platforms such as Zerodha, Upstox, ICICI Direct, HDFC Securities, Groww, 5Paisa, and more, enabling portfolio sync and in-app trading.
Similarity score 1299
Category overlap: 67%Shared coverage
Sheets / Excel Add-ins
Screeners
Financials
Analyst Forecasts
Portfolio
Broker Connectors
Assets: Stocks, Mutual Funds, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Trendlyne keeps a free tier, so you can replicate Wisesheets workflows without upgrading.
- Trendlyne adds mobile access for on-the-go monitoring.
- Expands into Analyst Price Targets, Analyst Recommendations, and Data Visualizations coverage beyond what Wisesheets offers.
- Standout features include Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..
- Pair it with Wisesheets if you still need Options, ETF Overview, and Education.
Adds coverage: Analyst Price Targets, Analyst Recommendations, Data Visualizations, and Options & Derivatives
Standout features: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more., and DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
Similarity score 1276
Category overlap: 56%Shared coverage
Screeners
Financials
Options
ETF Overview
Portfolio
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- FINVIZ keeps a free tier, so you can replicate Wisesheets workflows without upgrading.
- Expands into Data Visualizations, Watchlist, and Backtesting coverage beyond what Wisesheets offers.
- Standout features include Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., and Visualization tools include Heat Maps and Groups, with real-time updates for Elite users..
- Pair it with Wisesheets if you still need Sheets / Excel Add-ins, Analyst Forecasts, and Broker Connectors.
Adds coverage: Data Visualizations, Watchlist, Backtesting, and News
Standout features: Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., Visualization tools include Heat Maps and Groups, with real-time updates for Elite users., and Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.
Similarity score 1250
Category overlap: 44%Shared coverage
Screeners
Financials
Options
ETF Overview
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- MarketWatch keeps a free tier, so you can replicate Wisesheets workflows without upgrading.
- MarketWatch adds mobile access for on-the-go monitoring.
- Expands into News, Alerts, and Calendar coverage beyond what Wisesheets offers.
- Standout features include Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., and Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates..
- Pair it with Wisesheets if you still need Sheets / Excel Add-ins, Analyst Forecasts, and Portfolio.
Adds coverage: News, Alerts, Calendar, and Data Visualizations
Standout features: Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates., and BigCharts advanced charting platform with multiple timeframes (intraday to monthly) and technical overlays; intraday data typically delayed 15 minutes.
Similarity score 1228
Category overlap: 56%Shared coverage
Screeners
Financials
Analyst Forecasts
ETF Overview
Portfolio
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- TipRanks keeps a free tier, so you can replicate Wisesheets workflows without upgrading.
- TipRanks adds mobile access for on-the-go monitoring.
- Expands into Top Analysts, ETF Screeners, and Stock Ideas coverage beyond what Wisesheets offers.
- Standout features include Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., and Tracks insider transactions and hedge fund activity, with manager rankings based on filings..
- Pair it with Wisesheets if you still need Sheets / Excel Add-ins, Options, and Broker Connectors.
Adds coverage: Top Analysts, ETF Screeners, Stock Ideas, and Analyst Recommendations
Standout features: Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., Tracks insider transactions and hedge fund activity, with manager rankings based on filings., and Stock and ETF screeners, technical analysis filters, and stock/ETF comparison tools.
Similarity score 1204
Category overlap: 44%Shared coverage
Screeners
Financials
ETF Overview
Portfolio
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Koyfin keeps a free tier, so you can replicate Wisesheets workflows without upgrading.
- Koyfin adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Data Visualizations, and News coverage beyond what Wisesheets offers.
- Standout features include Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..
- Pair it with Wisesheets if you still need Sheets / Excel Add-ins, Analyst Forecasts, and Options.
Adds coverage: ETF Screeners, Data Visualizations, News, and Alerts
Standout features: Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted., and Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
Similarity score 1192
Category overlap: 44%Shared coverage
Sheets / Excel Add-ins
Financials
Analyst Forecasts
Options
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- EODHD (EOD Historical Data) keeps a free tier, so you can replicate Wisesheets workflows without upgrading.
- Expands into Data APIs, News, and News Sentiment coverage beyond what Wisesheets offers.
- Standout features include End-of-day OHLCV data via API with daily, weekly, and monthly series, fully adjusted for splits and dividends. JSON and CSV supported., Intraday historical prices available at 1-minute, 5-minute, and 1-hour intervals., and Delayed live quotes: 15–20 minute delay for stocks, 1-minute delay for FX; supports multi-ticker queries..
- Pair it with Wisesheets if you still need Screeners, ETF Overview, and Portfolio.
Adds coverage: Data APIs, News, News Sentiment, and Dividends
Standout features: End-of-day OHLCV data via API with daily, weekly, and monthly series, fully adjusted for splits and dividends. JSON and CSV supported., Intraday historical prices available at 1-minute, 5-minute, and 1-hour intervals., Delayed live quotes: 15–20 minute delay for stocks, 1-minute delay for FX; supports multi-ticker queries., and Real-time WebSocket streaming (<50 ms latency) for US equities, forex, and crypto, with up to 50 simultaneous tickers and pre/post-market support.
Similarity score 1182
Category overlap: 44%Shared coverage
Screeners
Options
Portfolio
Broker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- StockCharts keeps a free tier, so you can replicate Wisesheets workflows without upgrading.
- StockCharts adds mobile access for on-the-go monitoring.
- Expands into Data Visualizations, Alerts, and Watchlist coverage beyond what Wisesheets offers.
- Standout features include Tiered pricing: Basic $19.95, Extra $29.95, PRO $49.95. Limits scale by tier (ChartLists: 1/250/500; Custom Scans: 1/200/500; Scheduled Scans: 0/10/25; Price Alerts: 2/200/500; Advanced Alerts: 1/100/250). Auto-refresh every 15s (Basic/Extra) or 5s (PRO)., Real-time data: free US BATS quotes; official real-time add-ons available for NYSE, NASDAQ, TSX/TSX-V, and LSE. Other markets are 15-minute delayed., and Advanced Scan Workbench with custom syntax for daily, weekly, and monthly scans (no intraday scans)..
- Pair it with Wisesheets if you still need Sheets / Excel Add-ins, Financials, and Analyst Forecasts.
Adds coverage: Data Visualizations, Alerts, Watchlist, and Calendar
Standout features: Tiered pricing: Basic $19.95, Extra $29.95, PRO $49.95. Limits scale by tier (ChartLists: 1/250/500; Custom Scans: 1/200/500; Scheduled Scans: 0/10/25; Price Alerts: 2/200/500; Advanced Alerts: 1/100/250). Auto-refresh every 15s (Basic/Extra) or 5s (PRO)., Real-time data: free US BATS quotes; official real-time add-ons available for NYSE, NASDAQ, TSX/TSX-V, and LSE. Other markets are 15-minute delayed., Advanced Scan Workbench with custom syntax for daily, weekly, and monthly scans (no intraday scans)., and Price and advanced alerts deliver via email, SMS, and in-platform notifications. The alert engine checks conditions every 3–5 minutes during market hours.
Similarity score 1170
Category overlap: 44%Shared coverage
Sheets / Excel Add-ins
Financials
Analyst Forecasts
ETF Overview
Assets: Stocks, ETFs, and Options
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- OpenBB keeps a free tier, so you can replicate Wisesheets workflows without upgrading.
- Expands into APIs & SDKs, Custom Dashboards, and Data APIs coverage beyond what Wisesheets offers.
- Standout features include REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., and Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows..
- Pair it with Wisesheets if you still need Screeners, Options, and Portfolio.
Adds coverage: APIs & SDKs, Custom Dashboards, Data APIs, and News
Standout features: REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows., and Workspace dashboards and apps with customizable widgets; unlimited dashboards on the Community tier.
Similarity score 1168
Category overlap: 56%Shared coverage
Screeners
Financials
Analyst Forecasts
ETF Overview
Portfolio
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Fiscal.ai keeps a free tier, so you can replicate Wisesheets workflows without upgrading.
- Fiscal.ai adds mobile access for on-the-go monitoring.
- Expands into Data Visualizations, Stock Comparison, and Watchlist coverage beyond what Wisesheets offers.
- Standout features include Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers..
- Pair it with Wisesheets if you still need Sheets / Excel Add-ins, Options, and Broker Connectors.
Adds coverage: Data Visualizations, Stock Comparison, Watchlist, and Alerts
Standout features: Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers., and Analyst data including forward estimates, revisions, price targets, and ratings.
Similarity score 1168
Category overlap: 56%Shared coverage
Sheets / Excel Add-ins
Screeners
Financials
ETF Overview
Portfolio
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- GuruFocus keeps a free tier, so you can replicate Wisesheets workflows without upgrading.
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Stock Comparison, and Backtesting coverage beyond what Wisesheets offers.
- Standout features include All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel..
- Pair it with Wisesheets if you still need Analyst Forecasts, Options, and Broker Connectors.
Adds coverage: Stock Ideas, Stock Comparison, Backtesting, and Investor Holdings
Standout features: All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel., and Specialty trackers for insider trading and U.S. politician trades.
Similarity score 1168
Category overlap: 56%Shared coverage
Screeners
Financials
ETF Overview
Portfolio
Education
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Stock Rover keeps a free tier, so you can replicate Wisesheets workflows without upgrading.
- Stock Rover adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Stock Comparison, and ETF Comparison coverage beyond what Wisesheets offers.
- Standout features include Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..
- Pair it with Wisesheets if you still need Sheets / Excel Add-ins, Analyst Forecasts, and Options.
Adds coverage: ETF Screeners, Stock Comparison, ETF Comparison, and Data Visualizations
Standout features: Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support., and Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
Similarity score 1112
Category overlap: 44%Shared coverage
Screeners
Financials
Analyst Forecasts
ETF Overview
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Desktop
Pricing: Subscription
Why investors switch
- Perplexity Finance keeps a free tier, so you can replicate Wisesheets workflows without upgrading.
- Perplexity Finance adds mobile access for on-the-go monitoring.
- Expands into Data Visualizations, News, and Watchlist coverage beyond what Wisesheets offers.
- Standout features include Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets., Watchlist feature and a Screener tab available directly in the Finance hub., and AI-curated news feeds on instrument pages with linked sources..
- Pair it with Wisesheets if you still need Sheets / Excel Add-ins, Options, and Portfolio.
Adds coverage: Data Visualizations, News, Watchlist, and Transcripts
Standout features: Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets., Watchlist feature and a Screener tab available directly in the Finance hub., AI-curated news feeds on instrument pages with linked sources., and Data providers include Financial Modeling Prep (fundamentals), Unusual Whales (options), Quartr (transcripts), and FinChat/Fiscal.ai (earnings).
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Financials×19
Screeners×18
ETF Overview×17
Portfolio×16
Analyst Forecasts×11
Options×9
Sheets / Excel Add-ins×6
Broker Connectors×5
New angles introduced
Categories the alternatives add beyond Wisesheets.
News+17
Watchlist+17
Alerts+15
ETF Holdings+14
Analyst Price Targets+13
Calendar+13
Data Visualizations+13
Dividends+12
Access & Pricing
Free options
18/20
18 picks introduce a free tier you can start with.
Mobile ready
15/20
15 alternatives bring native mobile access.
API availability
6/20
6 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
10 starred / 17 tested
10 tools are flagged as analyst picks; 17 have been hands-on tested.
Avg. coverage overlap
58%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Wisesheets?
Wisesheets users most often consider MarketXLS, Investing.com, and Yahoo Finance as their go-to alternatives.
Which alternatives keep a free tier?
Investing.com, Yahoo Finance, Nasdaq.com, TradingView, Seeking Alpha, Tickertape, Trendlyne, FINVIZ, MarketWatch, TipRanks, Koyfin, EODHD (EOD Historical Data), StockCharts, OpenBB, Fiscal.ai, GuruFocus, Stock Rover, and Perplexity Finance offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top Wisesheets alternatives cover?
Expect deep coverage across Analyst Forecasts, Broker Connectors, Education, ETF Overview, Financials, Options, Portfolio, Screeners, and Sheets / Excel Add-ins, so you can port most Wisesheets workflows without much friction.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
OR
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.