Fidelity (Fidelity Brokerage Services LLC) vs Wisesheets comparison

Fidelity (Fidelity Brokerage Services LLC) focuses on Brokerage, Portfolio, and Watchlist while Wisesheets specializes in Sheets / Excel Add-ins, Screeners, and Portfolio. They overlap in 2 categories, so choose based on your preferred workflow and pricing.

Both platforms require a paid subscription to access their full feature set. Compare the pricing details above to find the best value for your needs.

Fidelity (Fidelity Brokerage Services LLC) has a mobile app so you can check your research on the go. Wisesheets is web-only, so you'll need a browser to access it from mobile devices.

Choose Fidelity (Fidelity Brokerage Services LLC) if you need Commission-free online trades for U.S. stocks and ETFs; options contracts at $0.65 each (a small number of ETFs still carry a $100 service fee)., and Execution quality reports highlight strong fill statistics, with most trades price-improved and executed in fractions of a second. Fidelity discloses savings per order and does not accept payment for order flow on stock and ETF trades.. Go with Wisesheets if Excel + Google Sheets add-on with custom functions (WISE, WISEPRICE, WISEFUNDS, WISEOPTIONS) and a “statement dump” UI to pull statements/metrics into spreadsheets., and 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. better fits how you invest.

Both cover Stocks, ETFs, Options, Mutual Funds, and Cryptos. Fidelity (Fidelity Brokerage Services LLC) also includes Bonds. Wisesheets adds coverage for Currencies, Commodities, Futures, and Other.

Fidelity (Fidelity Brokerage Services LLC) offers real-time data feeds, which is essential for active traders. Wisesheets uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Fidelity (Fidelity Brokerage Services LLC) supports data exports to CSV, Excel, and PDF. Wisesheets has more limited export options.

Wisesheets includes a stock screener for finding investment ideas. Fidelity (Fidelity Brokerage Services LLC) focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.