Which platforms should you compare to Wise (Interest & Stocks) first?

Sharesight, Addepar, Envestnet Wealth Management Platform align closest with Wise (Interest & Stocks) across category coverage and pricing, making them the best comparisons to review first.

Does any matchup include a free-plan alternative?

Yes. Sharesight, Scalable Capital, Revolut (Invest), and others keep freemium access, so you can benchmark Wise (Interest & Stocks) without a paid commitment.

Which comparisons highlight mobile access?

Wise (Interest & Stocks) goes head-to-head with Sharesight, Addepar, Envestnet Wealth Management Platform for mobile-ready workflows. Review those matchups if on-the-go research matters.

VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

PRICE: 0 CENTS

Sunday, January 18, 2026

View Wise (Interest & Stocks)Browse comparisons Home My Collections

Matchup hub

Compare Wise (Interest & Stocks)

Every head-to-head showdown featuring Wise (Interest & Stocks). Review coverage overlap, standout differentiators, and pricing context before you request demos.

Quick takeaways

Sharesight overlaps on Wealth Management, Downloadable Tax Reports, and APIs & SDKs and pushes into Portfolio and Risk Metrics with Wise (Interest & Stocks) and is the quickest matchup to review first.

Sharesight, Scalable Capital, and Revolut (Invest) keep freemium tiers so you can benchmark Wise (Interest & Stocks) without committing budget.

Wise (Interest & Stocks) rivals most often add coverage in Data APIs, Alerts, and Portfolio, so focus there when evaluating upgrades.

Matchups catalogued

Include free tiers

Offer mobile access

43%

Avg category overlap

Category heatmap

How Wise (Interest & Stocks) stacks up

Spot the coverage themes most often compared against this tool and where rivals extend or lag.

Shared battlegrounds

Categories that appear in the majority of head-to-head matchups.

APIs & SDKs22
Wealth Management6
Downloadable Tax Reports3

Where rivals add depth

Common coverage areas that comparison partners introduce beyond Wise (Interest & Stocks).

Data APIs19
Alerts11
Portfolio10
Calendar9
News9
Screeners7

Where Wise (Interest & Stocks) stands alone

Categories that remain exclusive to Wise (Interest & Stocks) across these matchups.

Downloadable Tax Reports21
Wealth Management18
APIs & SDKs2

Matchups

Dive into the full comparison roster

Start with the closest overlaps, then branch into tools that push Wise (Interest & Stocks) into new workflows.

Sharesight

100% overlap

Sharesight overlaps on Wealth Management, Downloadable Tax Reports, and APIs & SDKs, adds Portfolio, Risk Metrics, and Performance Attribution coverage, keeps a free plan on the table while matching Wise (Interest & Stocks).

Shared categories

Wealth Management Downloadable Tax Reports APIs & SDKs

Sharesight adds

Portfolio
Risk Metrics
Performance Attribution
Capital Gains Estimator

Shared platforms

WebMobileAPI

Shared pricing

Free

Open full comparison View Sharesight profile

Addepar

67% overlap

Addepar overlaps on Wealth Management and APIs & SDKs, adds Portfolio, Portfolio Accounting / Book of Record, and Client & Investor Reporting coverage while matching Wise (Interest & Stocks).

Shared categories

Wealth Management APIs & SDKs

Addepar adds

Portfolio
Portfolio Accounting / Book of Record
Client & Investor Reporting
Alternatives / Capital Calls & Distributions

Wise (Interest & Stocks) keeps to itself

Downloadable Tax Reports

Shared platforms

WebMobileAPI

Open full comparison View Addepar profile

Envestnet Wealth Management Platform

67% overlap

Envestnet Wealth Management Platform overlaps on Wealth Management and APIs & SDKs, adds Portfolio, Portfolio Accounting / Book of Record, and Client & Investor Reporting coverage while matching Wise (Interest & Stocks).

Shared categories

Wealth Management APIs & SDKs

Envestnet Wealth Management Platform adds

Portfolio
Portfolio Accounting / Book of Record
Client & Investor Reporting
Rebalancing & Trading

Wise (Interest & Stocks) keeps to itself

Downloadable Tax Reports

Shared platforms

WebMobileAPI

Open full comparison View Envestnet Wealth Management Platform profile

Scalable Capital

67% overlap

Scalable Capital overlaps on Wealth Management and Downloadable Tax Reports, adds Brokerage, Portfolio, and Watchlist coverage, keeps a free plan on the table while matching Wise (Interest & Stocks).

Shared categories

Wealth Management Downloadable Tax Reports

Scalable Capital adds

Brokerage
Portfolio
Watchlist

Wise (Interest & Stocks) keeps to itself

APIs & SDKs

Shared platforms

WebMobile

Shared pricing

Free

Open full comparison View Scalable Capital profile

Masttro

67% overlap

Masttro overlaps on Wealth Management and APIs & SDKs, adds Portfolio Accounting / Book of Record, Client & Investor Reporting, and Householding & Multi-Entity coverage while matching Wise (Interest & Stocks).

Shared categories

Wealth Management APIs & SDKs

Masttro adds

Portfolio Accounting / Book of Record
Client & Investor Reporting
Householding & Multi-Entity
Alternatives / Capital Calls & Distributions

Wise (Interest & Stocks) keeps to itself

Downloadable Tax Reports

Shared platforms

WebMobileAPI

Open full comparison View Masttro profile

Revolut (Invest)

67% overlap

Editor’s pick

Hands-on review

Revolut (Invest) overlaps on Wealth Management and Downloadable Tax Reports, adds Brokerage, Portfolio, and Watchlist coverage, keeps a free plan on the table while matching Wise (Interest & Stocks).

Shared categories

Wealth Management Downloadable Tax Reports

Revolut (Invest) adds

Brokerage
Portfolio
Watchlist
Alerts

Wise (Interest & Stocks) keeps to itself

APIs & SDKs

Shared platforms

WebMobile

Shared pricing

Free

Open full comparison View Revolut (Invest) profile

Benzinga

33% overlap

Benzinga overlaps on APIs & SDKs, adds News, Alerts, and News Sentiment coverage, keeps a free plan on the table while matching Wise (Interest & Stocks).

Shared categories

APIs & SDKs

Benzinga adds

News
Alerts
News Sentiment
Calendar

Wise (Interest & Stocks) keeps to itself

Wealth Management
Downloadable Tax Reports

Shared platforms

WebMobileAPI

Shared pricing

FreeOther

Open full comparison View Benzinga profile

BizToc

33% overlap

BizToc overlaps on APIs & SDKs, adds News, Market Sentiment, and Reddit coverage, keeps a free plan on the table while matching Wise (Interest & Stocks).

Shared categories

APIs & SDKs

BizToc adds

News
Market Sentiment
Reddit
Data APIs

Wise (Interest & Stocks) keeps to itself

Wealth Management
Downloadable Tax Reports

Shared platforms

WebMobileAPI

Shared pricing

Free

Open full comparison View BizToc profile

FlightAware

33% overlap

FlightAware overlaps on APIs & SDKs, adds Data APIs, Data Visualizations, and Alerts coverage, keeps a free plan on the table while matching Wise (Interest & Stocks).

Shared categories

APIs & SDKs

FlightAware adds

Data APIs
Data Visualizations
Alerts
Satellite / Geospatial

Wise (Interest & Stocks) keeps to itself

Wealth Management
Downloadable Tax Reports

Shared platforms

WebMobileAPI

Shared pricing

Free

Open full comparison View FlightAware profile

FRED (Federal Reserve Economic Data)

33% overlap

FRED (Federal Reserve Economic Data) overlaps on APIs & SDKs, adds Inflation Rates, Unemployment Rates, and GDP coverage, keeps a free plan on the table while matching Wise (Interest & Stocks).

Shared categories

APIs & SDKs

FRED (Federal Reserve Economic Data) adds

Inflation Rates
Unemployment Rates
GDP
Interest Rates

Wise (Interest & Stocks) keeps to itself

Wealth Management
Downloadable Tax Reports

Shared platforms

WebMobileAPI

Shared pricing

Free

Open full comparison View FRED (Federal Reserve Economic Data) profile

Ghostfolio

33% overlap

Ghostfolio overlaps on APIs & SDKs, adds Portfolio and Data Visualizations coverage, keeps a free plan on the table while matching Wise (Interest & Stocks).

Shared categories

APIs & SDKs

Ghostfolio adds

Portfolio
Data Visualizations

Wise (Interest & Stocks) keeps to itself

Wealth Management
Downloadable Tax Reports

Shared platforms

WebMobileAPI

Shared pricing

Free

Open full comparison View Ghostfolio profile

Groww - IPOs (Apply & Calendar)

33% overlap

Groww - IPOs (Apply & Calendar) overlaps on APIs & SDKs, adds Brokerage, IPO, and Calendar coverage, keeps a free plan on the table while matching Wise (Interest & Stocks).

Shared categories

APIs & SDKs

Groww - IPOs (Apply & Calendar) adds

Brokerage
IPO
Calendar
News

Wise (Interest & Stocks) keeps to itself

Wealth Management
Downloadable Tax Reports

Shared platforms

WebMobileAPI

Shared pricing

Free

Open full comparison View Groww - IPOs (Apply & Calendar) profile

Interactive Brokers (IBKR)

33% overlap

Editor’s pick

Hands-on review

Interactive Brokers (IBKR) overlaps on APIs & SDKs, adds Brokerage, Advanced Order Types, and Smart/Direct Routing coverage while matching Wise (Interest & Stocks).

Shared categories

APIs & SDKs

Interactive Brokers (IBKR) adds

Brokerage
Advanced Order Types
Smart/Direct Routing
Paper Trading

Wise (Interest & Stocks) keeps to itself

Wealth Management
Downloadable Tax Reports

Shared platforms

WebMobileAPI

Shared pricing

Other

Open full comparison View Interactive Brokers (IBKR) profile

Listen Notes

33% overlap

Listen Notes overlaps on APIs & SDKs, adds Data APIs, Alerts, and Education coverage, keeps a free plan on the table while matching Wise (Interest & Stocks).

Shared categories

APIs & SDKs

Listen Notes adds

Data APIs
Alerts
Education
Other

Wise (Interest & Stocks) keeps to itself

Wealth Management
Downloadable Tax Reports

Shared platforms

WebMobileAPI

Shared pricing

Free

Open full comparison View Listen Notes profile

Quartr

33% overlap

Editor’s pick

Hands-on review

Quartr overlaps on APIs & SDKs, adds Financials, Transcripts, and Analyst Forecasts coverage, keeps a free plan on the table while matching Wise (Interest & Stocks).

Shared categories

APIs & SDKs

Quartr adds

Financials
Transcripts
Analyst Forecasts
Calendar

Wise (Interest & Stocks) keeps to itself

Wealth Management
Downloadable Tax Reports

Shared platforms

WebMobileAPI

Shared pricing

Free

Open full comparison View Quartr profile

Semrush

33% overlap

Semrush overlaps on APIs & SDKs, adds App & Website Traffic, Data APIs, and Sheets / Excel Add-ins coverage, keeps a free plan on the table while matching Wise (Interest & Stocks).

Shared categories

APIs & SDKs

Semrush adds

App & Website Traffic
Data APIs
Sheets / Excel Add-ins
Blogs

Wise (Interest & Stocks) keeps to itself

Wealth Management
Downloadable Tax Reports

Shared platforms

WebMobileAPI

Shared pricing

Free

Open full comparison View Semrush profile

TipRanks

33% overlap

Editor’s pick

Hands-on review

TipRanks overlaps on APIs & SDKs, adds Stock Ideas, Top Analysts, and Screeners coverage, keeps a free plan on the table while matching Wise (Interest & Stocks).

Shared categories

APIs & SDKs

TipRanks adds

Stock Ideas
Top Analysts
Screeners
ETF Screeners

Wise (Interest & Stocks) keeps to itself

Wealth Management
Downloadable Tax Reports

Shared platforms

WebMobileAPI

Shared pricing

Free

Open full comparison View TipRanks profile

Trading Economics

33% overlap

Hands-on review

Trading Economics overlaps on APIs & SDKs, adds GDP, Inflation Rates, and Unemployment Rates coverage, keeps a free plan on the table while matching Wise (Interest & Stocks).

Shared categories

APIs & SDKs

Trading Economics adds

GDP
Inflation Rates
Unemployment Rates
Interest Rates

Wise (Interest & Stocks) keeps to itself

Wealth Management
Downloadable Tax Reports

Shared platforms

WebMobileAPI

Shared pricing

Free

Open full comparison View Trading Economics profile

Wayback Machine (Internet Archive)

33% overlap

Wayback Machine (Internet Archive) overlaps on APIs & SDKs, adds Data APIs, Citations & Source Pinning, and Other coverage, keeps a free plan on the table while matching Wise (Interest & Stocks).

Shared categories

APIs & SDKs

Wayback Machine (Internet Archive) adds

Data APIs
Citations & Source Pinning
Other

Wise (Interest & Stocks) keeps to itself

Wealth Management
Downloadable Tax Reports

Shared platforms

WebMobileAPI

Shared pricing

Free

Open full comparison View Wayback Machine (Internet Archive) profile

Alpha Vantage

33% overlap

Hands-on review

Alpha Vantage overlaps on APIs & SDKs, adds Data APIs, News, and News Sentiment coverage, keeps a free plan on the table while matching Wise (Interest & Stocks).

Shared categories

APIs & SDKs

Alpha Vantage adds

Data APIs
News
News Sentiment
Market Sentiment

Wise (Interest & Stocks) keeps to itself

Wealth Management
Downloadable Tax Reports

Shared platforms

WebAPI

Shared pricing

FreeOther

Open full comparison View Alpha Vantage profile

Autochartist

33% overlap

Autochartist overlaps on APIs & SDKs, adds Screeners, Stock Ideas, and Alerts coverage, keeps a free plan on the table while matching Wise (Interest & Stocks).

Shared categories

APIs & SDKs

Autochartist adds

Screeners
Stock Ideas
Alerts
Calendar

Wise (Interest & Stocks) keeps to itself

Wealth Management
Downloadable Tax Reports

Shared platforms

WebMobileAPI

Shared pricing

Free

Open full comparison View Autochartist profile

ETF Insider

33% overlap

Editor’s pick

Hands-on review

ETF Insider overlaps on APIs & SDKs, adds ETF Screeners, Screeners, and Data Visualizations coverage, keeps a free plan on the table while matching Wise (Interest & Stocks).

Shared categories

APIs & SDKs

ETF Insider adds

ETF Screeners
Screeners
Data Visualizations
Factor Exposure

Wise (Interest & Stocks) keeps to itself

Wealth Management
Downloadable Tax Reports

Shared platforms

WebAPI

Shared pricing

FreeOther

Open full comparison View ETF Insider profile

OpenBB

33% overlap

OpenBB overlaps on APIs & SDKs, adds Data APIs, Sheets / Excel Add-ins, and Data Visualizations coverage, keeps a free plan on the table while matching Wise (Interest & Stocks).

Shared categories

APIs & SDKs

OpenBB adds

Data APIs
Sheets / Excel Add-ins
Data Visualizations
Custom Dashboards

Wise (Interest & Stocks) keeps to itself

Wealth Management
Downloadable Tax Reports

Shared platforms

WebMobileAPI

Shared pricing

Free

Open full comparison View OpenBB profile

Unusual Whales

33% overlap

Editor’s pick

Hands-on review

Unusual Whales overlaps on APIs & SDKs, adds Options & Derivatives, Money Flow, and Screeners coverage, keeps a free plan on the table while matching Wise (Interest & Stocks).

Shared categories

APIs & SDKs

Unusual Whales adds

Options & Derivatives
Money Flow
Screeners
Options P&L

Wise (Interest & Stocks) keeps to itself

Wealth Management
Downloadable Tax Reports

Shared platforms

WebMobileAPI

Shared pricing

Free

Open full comparison View Unusual Whales profile

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.