★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
Wisesheets Review, Pricing, and Features
Wisesheets
Wisesheets is a spreadsheet-first stock-analysis add-on for Excel and Google Sheets, built around formulas for company financials, key metrics, prices, dividends, analyst data, ETF/fund data, options chains, and broker-connected portfolio data. It is best for investors who want to build research models inside spreadsheets, with commercial use, faster data, and advanced screener workflows gated by plan.
Best for
- Spreadsheet-first investors who want financial statements, key metrics, dividends, analyst estimates, ETF/fund data, options chains, and broker-connected holdings in Excel or Google Sheets.
- Retail analysts and small teams comparing simple annual pricing for spreadsheet data automation.
- Users who want formulas and sheet workflows rather than a full terminal, broker, or redistributable data feed.
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.
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Pricing
From $60/yr · 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
- Tools for building stock research models directly in Excel or Google Sheets with WISE, WISEPRICE, WISEFUNDS, and WISEOPTIONS formulas.
- Access to financial statements, key metrics, growth metrics, company profiles, live prices, historical prices, dividends, analyst estimates, and price targets into spreadsheet cells.
- Analysis of broad equity universes with advertised coverage across 50+ exchanges and up to 30 years of historical financial data on current 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.
- Tools for bringing options chains into spreadsheets with WISEOPTIONS, including contract fields such as strikes, expirations, greeks, and historical snapshots where available by plan.
- Connections for broker accounts through Portfolio Connect to keep holdings and transactions updated across supported brokers; Wisesheets is not a broker or order-entry tool.
- 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.
- The separate developer offering only if direct SQL access fits your workflow; Wisesheets does not advertise a conventional public REST API.
- Licensing: Pro and Elite are individual-use annual plans, while Enterprise is required for commercial use, per-user licensing, fastest speeds, and Slack support.
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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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.
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