VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Wednesday, October 15, 2025

View DigrinView WisesheetsBack to Home

Head-to-head

Digrin vs Wisesheets comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Digrin adds Watchlist, Dividends, Splits, Calendar, and Dividend Tax / ADR Withholding coverage that Wisesheets skips.

Wisesheets includes Sheets / Excel Add-ins, Analyst Forecasts, Options, ETF Overview, and Education categories that Digrin omits.

Digrin highlights: Dividend-oriented portfolio tracker with stock screener, watchlists, ex-dividend views, and curated stock lists., Plan limits: Basic supports up to 3 portfolios and 50 transactions per month; Supporter tier expands to 20 portfolios, 1000 monthly transactions, extended history, and more stats/heatmaps., and Interactive Brokers integration via Flex token: daily sync for all users, with Supporter tier enabling on-demand refreshes every ~5 minutes. Sync window is 15:00–16:00 UTC; Flex limited to 365 days of history..

Wisesheets is known for: Excel & Google Sheets add‑ins with custom functions: =WISE() for fundamentals/estimates/segments and =WISEPRICE() for live & historical prices/dividends; =WISEOPTIONS() for option chains and greeks (Elite)., ‘Statement Dump’ pulls 19Y annual or 72 quarters of IS/BS/CF plus key & growth metrics; optional ‘SEC as reported’ view for US filers., and Built‑in Screener (Elite): filter by market cap, dividend yield, sector, industry, exchange; ‘Get List’ and ‘Get Data’ modes..

Digrin has a free tier, while Wisesheets requires a paid plan.

Digrin logo

Digrin

digrin.com

Editor’s pick Hands-on review

Dividend-focused web portfolio tracker and screener. Includes IBKR sync (daily for all users, on-demand for Supporter tier), dividend and earnings calendars with iCal export, CSV transaction export, and support for splits and DRIPs. Plan limits apply on portfolios, transactions, and historical horizons.

Platforms

Web

Pricing

Free
Subscription

Quick highlights

  • Dividend-oriented portfolio tracker with stock screener, watchlists, ex-dividend views, and curated stock lists.
  • Plan limits: Basic supports up to 3 portfolios and 50 transactions per month; Supporter tier expands to 20 portfolios, 1000 monthly transactions, extended history, and more stats/heatmaps.
  • Interactive Brokers integration via Flex token: daily sync for all users, with Supporter tier enabling on-demand refreshes every ~5 minutes. Sync window is 15:00–16:00 UTC; Flex limited to 365 days of history.
  • Data import supported via CSV/XLSX uploads or manual entry, with duplicate detection and ISIN fallback matching.
  • Automatic handling of stock splits; DRIP settings configurable per dividend. Spin-offs and ticker changes must be managed manually.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
View full profileVisit site
Wisesheets logo

Wisesheets

wisesheets.io

Spreadsheet add‑on for Excel & Google Sheets delivering fundamentals, key metrics, analyst estimates, live/historical prices, dividends, ETF/fund fields, options chains/greeks (Elite), plus a built‑in screener and a broker sync (‘Portfolio Connect’) via SnapTrade. Uses Yahoo‑style tickers and emphasizes standardized statements; options data requires the Elite plan. ‘Live’ prices are provided through the add‑ins (not a standalone REST API). For broker syncing, connections are handled by SnapTrade (SOC 2 Type II).

Platforms

Web
Desktop

Pricing

Subscription

Quick highlights

  • Excel & Google Sheets add‑ins with custom functions: =WISE() for fundamentals/estimates/segments and =WISEPRICE() for live & historical prices/dividends; =WISEOPTIONS() for option chains and greeks (Elite).
  • ‘Statement Dump’ pulls 19Y annual or 72 quarters of IS/BS/CF plus key & growth metrics; optional ‘SEC as reported’ view for US filers.
  • Built‑in Screener (Elite): filter by market cap, dividend yield, sector, industry, exchange; ‘Get List’ and ‘Get Data’ modes.
  • Coverage across major global exchanges (US, Europe, APAC, LatAm, Middle East, Africa) and OTC; supports ETFs and mutual funds.
  • Portfolio Connect: sync holdings/transactions from 30+ brokers via SnapTrade; daily refresh; IRR/Sharpe/factor‑style views and wash‑sale/tax‑loss hints.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
View full profileVisit site
Overlap

Shared focus areas

4 overlaps

Mutual strengths include Portfolio, Screeners, and Financials plus 1 more area.

Where they differ

Digrin

Distinct strengths include:

Watchlist
Dividends
Splits
Calendar
Dividend Tax / ADR Withholding
  • Dividend-oriented portfolio tracker with stock screener, watchlists, ex-dividend views, and curated stock lists.
  • Plan limits: Basic supports up to 3 portfolios and 50 transactions per month; Supporter tier expands to 20 portfolios, 1000 monthly transactions, extended history, and more stats/heatmaps.
  • Interactive Brokers integration via Flex token: daily sync for all users, with Supporter tier enabling on-demand refreshes every ~5 minutes. Sync window is 15:00–16:00 UTC; Flex limited to 365 days of history.
  • Data import supported via CSV/XLSX uploads or manual entry, with duplicate detection and ISIN fallback matching.

Wisesheets

Distinct strengths include:

Sheets / Excel Add-ins
Analyst Forecasts
Options
ETF Overview
Education
  • Excel & Google Sheets add‑ins with custom functions: =WISE() for fundamentals/estimates/segments and =WISEPRICE() for live & historical prices/dividends; =WISEOPTIONS() for option chains and greeks (Elite).
  • ‘Statement Dump’ pulls 19Y annual or 72 quarters of IS/BS/CF plus key & growth metrics; optional ‘SEC as reported’ view for US filers.
  • Built‑in Screener (Elite): filter by market cap, dividend yield, sector, industry, exchange; ‘Get List’ and ‘Get Data’ modes.
  • Coverage across major global exchanges (US, Europe, APAC, LatAm, Middle East, Africa) and OTC; supports ETFs and mutual funds.

Feature-by-feature breakdown

AttributeDigrinWisesheets
Categories

Which research workflows each platform targets

Shared: Portfolio, Screeners, Financials, Broker Connectors

Unique: Watchlist, Dividends, Splits, Calendar, Dividend Tax / ADR Withholding

Shared: Portfolio, Screeners, Financials, Broker Connectors

Unique: Sheets / Excel Add-ins, Analyst Forecasts, Options, ETF Overview, Education

Asset types

Supported asset classes and universes

Stocks, ETFs, Closed-End Funds

Stocks, ETFs, Mutual Funds, Options, Currencies, Commodities, Cryptos

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web

Web, Desktop

Pricing

High-level pricing models

Free, Subscription

Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Dividend-oriented portfolio tracker with stock screener, watchlists, ex-dividend views, and curated stock lists.
  • Plan limits: Basic supports up to 3 portfolios and 50 transactions per month; Supporter tier expands to 20 portfolios, 1000 monthly transactions, extended history, and more stats/heatmaps.
  • Interactive Brokers integration via Flex token: daily sync for all users, with Supporter tier enabling on-demand refreshes every ~5 minutes. Sync window is 15:00–16:00 UTC; Flex limited to 365 days of history.
  • Data import supported via CSV/XLSX uploads or manual entry, with duplicate detection and ISIN fallback matching.
  • Automatic handling of stock splits; DRIP settings configurable per dividend. Spin-offs and ticker changes must be managed manually.
  • Performance metrics include XIRR, simple gain, and realized/unrealized gain.

Unique

  • Excel & Google Sheets add‑ins with custom functions: =WISE() for fundamentals/estimates/segments and =WISEPRICE() for live & historical prices/dividends; =WISEOPTIONS() for option chains and greeks (Elite).
  • ‘Statement Dump’ pulls 19Y annual or 72 quarters of IS/BS/CF plus key & growth metrics; optional ‘SEC as reported’ view for US filers.
  • Built‑in Screener (Elite): filter by market cap, dividend yield, sector, industry, exchange; ‘Get List’ and ‘Get Data’ modes.
  • Coverage across major global exchanges (US, Europe, APAC, LatAm, Middle East, Africa) and OTC; supports ETFs and mutual funds.
  • Portfolio Connect: sync holdings/transactions from 30+ brokers via SnapTrade; daily refresh; IRR/Sharpe/factor‑style views and wash‑sale/tax‑loss hints.
  • No Wisesheets‑side daily quota; typical Google limits apply (e.g., ~20k requests/day for standard Google accounts, ~100k for paid).
Tested

Verified by hands-on testing inside Find My Moat

Yes

Not yet

Editor pick

Featured inside curated shortlists

Highlighted

Standard listing

Frequently Asked Questions

Which workflows do Digrin and Wisesheets both support?

Both platforms cover Portfolio, Screeners, Financials, and Broker Connectors workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Digrin offers a free entry point, while Wisesheets requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Digrin and Wisesheets?

Both Digrin and Wisesheets prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

Digrin differentiates itself with Dividend-oriented portfolio tracker with stock screener, watchlists, ex-dividend views, and curated stock lists., Plan limits: Basic supports up to 3 portfolios and 50 transactions per month; Supporter tier expands to 20 portfolios, 1000 monthly transactions, extended history, and more stats/heatmaps., and Interactive Brokers integration via Flex token: daily sync for all users, with Supporter tier enabling on-demand refreshes every ~5 minutes. Sync window is 15:00–16:00 UTC; Flex limited to 365 days of history., whereas Wisesheets stands out for Excel & Google Sheets add‑ins with custom functions: =WISE() for fundamentals/estimates/segments and =WISEPRICE() for live & historical prices/dividends; =WISEOPTIONS() for option chains and greeks (Elite)., ‘Statement Dump’ pulls 19Y annual or 72 quarters of IS/BS/CF plus key & growth metrics; optional ‘SEC as reported’ view for US filers., and Built‑in Screener (Elite): filter by market cap, dividend yield, sector, industry, exchange; ‘Get List’ and ‘Get Data’ modes..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

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.