VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
Wisesheets Review, Pricing, and Features
Wisesheets
Wisesheets brings financial statements, ratios, prices, estimates, dividends, and other market data into Google Sheets and Excel. It suits spreadsheet-heavy research and models, not brokerage execution, a full terminal, or unrestricted redistribution.
Best for
- Spreadsheet users who need financial statements, metrics, dividends, estimates, fund data, options chains, and broker-connected holdings.
- Retail analysts and small teams comparing simple annual pricing for spreadsheet data automation.
- Users who prefer formulas and spreadsheet workflows to a terminal, broker, or REST API.
Watch out
- Wisesheets is built around Excel and Google Sheets, so users who want a standalone terminal or native API may find it limiting.
- Pro and Elite are individual-use licenses. Enterprise is required for commercial use and per-user licensing.
Community votes (overall)
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Pricing
From $60/yr · Enterprise · 3 plans
Pro
Basic analysis; individual use license.
Elite
Industry-level analysis; adds options + advanced screener.
Enterprise
Commercial use; per-user licensing and Slack support.
Key features
- Build stock-research models in Excel or Google Sheets with WISE, WISEPRICE, WISEFUNDS, and WISEOPTIONS formulas.
- Access financial statements, key metrics, growth metrics, company profiles, live prices, historical prices, dividends, analyst estimates, and price targets into spreadsheet cells.
- Analyze equities across more than 50 exchanges with 30 years of historical financial data on paid plans.
- Range-based formulas to request multiple tickers and metrics at once instead of manually copying company data from websites.
- Research coverage for ETFs and funds with WISEFUNDS fields such as expense ratio, NAV, assets under management, and other fund reference data.
- Bring options chains, strikes, expirations, Greeks, and available historical snapshots into spreadsheets with WISEOPTIONS on eligible plans.
- Connect supported broker accounts through Portfolio Connect to refresh holdings and transactions. Wisesheets does not execute trades.
- Screener workflows to pull data for ticker lists, with the more advanced Get List filters, faster data speeds, and priority support concentrated in higher tiers.
- Use the separate developer product for direct SQL access through Redshift. Wisesheets does not advertise a public REST API.
- Pro and Elite are individual-use annual plans. Enterprise is required for commercial use and custom seat counts.
FAQ
Is Wisesheets free?
No. Wisesheets does not offer a free plan. Expect subscription and other pricing when you onboard. Check the vendor site for the most recent offers. Enterprise quotes are handled directly with the vendor.
Who is Wisesheets best for?
Wisesheets is built for Retail Traders, Pro Retail, Long-term Investors, Value Investors, Analysts, and Students/Researchers. It suits beginner, intermediate, and advanced users.
What platforms and connections does Wisesheets support?
You can use Wisesheets on Web, Desktop, and Other. Integrations include Google Sheets, Microsoft Excel, and SnapTrade.
Which markets does Wisesheets cover?
It tracks Stocks, ETFs, Mutual Funds, Options, Cryptos, Currencies + 3 more. Identifiers include Ticker.
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I'm Jera Value, and I write every record here myself. I'm an independent investor who likes code and value investing, and I keep these notes because I use the tools for my own research. When a page is wrong, I fix it and say so.
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