VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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Wisesheets Review, Pricing, and Features
Wisesheets
Spreadsheet add-on for Excel + Google Sheets with formulas for fundamentals, prices, dividends, ETFs and options; Portfolio Connect supports syncing holdings/transactions from 30+ brokers. Plan gating: Options data + “Get List” screener filters are Elite/Enterprise; Enterprise adds commercial-use licensing and per-user seats. Also offers a separate developer offering: direct SQL access to a maintained financial database (no REST API).
Community votes (overall)
Key features
- Excel + Google Sheets add-on with custom functions (WISE, WISEPRICE, WISEFUNDS, WISEOPTIONS) and a “statement dump” UI to pull statements/metrics into spreadsheets.
- Data categories include financial statements, key metrics, growth metrics, dividend history, analyst estimates, price targets, live & historical price data, company profile, and ETF/fund data.
- Options chain data via WISEOPTIONS (supports greeks and historical snapshots via a date parameter). Options data is only available on Elite & Enterprise plans.
- Portfolio Connect: connect to 30+ major brokers to keep holdings and transactions up to date; supports consolidating multiple brokers (holdings + transaction history).
- Supports crypto, FX rates, commodities/futures, and indices quotes via WISEPRICE (uses Yahoo Finance-style tickers with format adjustments for some assets).
- Custom screener workflows: Elite “Get List” returns tickers using filters (e.g., market cap, dividend yield, sector, industry, exchange); Pro/Elite “Get Data” pulls selected metrics for a list of tickers and can refresh.
- Developer option: fundamentals database with direct SQL access (schemas + example queries published).
- Annual plans: Pro ($60/yr), Elite ($120/yr), Enterprise ($900/yr). Pro/Elite are “individual use” licenses; Enterprise includes commercial-use licensing, Slack support, and per-user licensing.
- Distributed via Google Workspace Marketplace (Sheets) and Microsoft AppSource (Excel add-in); Microsoft listing notes the add-in requires a paid subscription.
FAQ
Is Wisesheets free?
No. Wisesheets does not offer a free plan. Expect subscription pricing when you onboard. Check the vendor site for the most recent offers.
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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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!
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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.