Tool Comparison
Fiscal.ai vs Wisesheets
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want stock ideas, stock comparison, and data visualizations.
- Paid from
- $5/mo
- Free plan
- No
- Platforms
- Web, Desktop, API
Best if
- You want the cheaper way in: plans start at $5/mo instead of $39/mo
- You want sheets / excel add-ins and options.
Start here
Fiscal.ai
Free • From $39/mo · Web · API
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want stock ideas, stock comparison, and data visualizations.
Pick Wisesheets instead if
Wisesheets
From $60/yr · Web · Desktop · API
- You want the cheaper way in: plans start at $5/mo instead of $39/mo
- You want sheets / excel add-ins and options.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Fiscal.ai and Wisesheets cover a lot of the same ground (8 shared categories, including screeners, portfolio, and ETF analysis), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to Wisesheets's 10, including stock ideas, stock comparison, and data visualizations. Wisesheets counters by starting cheaper at $5/mo.
What readers say
Fiscal.ai
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Key differences at a glance
- Free plan
- Fiscal.ai
- Cheaper paid plan
- Wisesheets$5/mo vs $39/mo
- Free trial
- Fiscal.ai14 days
- Broader coverage
- Fiscal.ai29 vs 10 categories
- Desktop app
- Wisesheets
- Real-time data
- Fiscal.ai
What Fiscal.ai does best
- Research coverage for global stocks, ETFs, mutual funds, and funds through dashboards, watchlists, portfolio views, visualizations, fundamentals, estimates, transcripts, filings, news, and event data.
- Use AI Copilot, summaries, and generated reports for earnings, filings, peer comparisons, financial analysis, and company research.
- Analysis of fundamentals, ratios, standardized financials, as-reported data, adjusted metrics, segment data, KPIs, analyst estimates, revisions, ratings, and price targets.
- Run 24 documented Fiscal Skills in MCP clients for financial models, company snapshots, screens, valuation, ownership, fund letters, filings, credit, quality scores, and earnings analysis.
- Trace research back to source filings, transcripts, slides, company news, investor-relations material, and source-to-filing images or PDFs where supported.
What Wisesheets does best
- 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.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | From $60/yr |
Free tier | Yes | No |
Free trial | 14 days | — |
Plan limits | 37 limits: Terminal - Free: financials history (annual): 10, Terminal - Free: financials history (quarterly): 6 +35 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | No | Yes |
Integrations | MCP, Claude Connector +7 more | Google Sheets, Microsoft Excel +1 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +11 more | Retail Traders, Pro Retail +4 more |
Categories covered | 29 | 10 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Tick and EOD +1 more | — |
Data partners | 5 partners: Fiscal.ai Data Feed, S&P Global Market Intelligence +3 more | — |
Capabilities | 4 signals: Custom formulas, Universe builder +2 more | 3 signals: Universe builder, Greeks +1 more |
Security | SOC2 and Status page | — |
| Try it | Visit Fiscal.ai | Visit Wisesheets |
Standout features
The best features of Fiscal.ai and Wisesheets.ShowHide
Standout features
What Fiscal.ai does best
- Research coverage for global stocks, ETFs, mutual funds, and funds through dashboards, watchlists, portfolio views, visualizations, fundamentals, estimates, transcripts, filings, news, and event data.
- Use AI Copilot, summaries, and generated reports for earnings, filings, peer comparisons, financial analysis, and company research.
- Analysis of fundamentals, ratios, standardized financials, as-reported data, adjusted metrics, segment data, KPIs, analyst estimates, revisions, ratings, and price targets.
- Run 24 documented Fiscal Skills in MCP clients for financial models, company snapshots, screens, valuation, ownership, fund letters, filings, credit, quality scores, and earnings analysis.
- Trace research back to source filings, transcripts, slides, company news, investor-relations material, and source-to-filing images or PDFs where supported.
What Wisesheets does best
- 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.
All details
Every attribute we track for Fiscal.ai and Wisesheets.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFsMutual FundsOptionsCryptosCurrenciesCommoditiesFutures+1 more |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Retail TradersPro RetailLong-term InvestorsValue InvestorsAnalystsStudents/Researchers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker, CUSIP, ISIN, and FIGI | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Not specified |
Data granularity | TickEOD | Not specified |
Data partners | Fiscal.ai Data FeedS&P Global Market IntelligenceMorningstarYChartsPerplexity | Not specified |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeyWebhooks50 req/minDocs | Not specified |
Import methods | Manual | Not specified |
Integrations | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more | Google SheetsMicrosoft ExcelSnapTrade |
Export formats | CSVImagePDF | Not specified |
| Plans & trust | ||
Security & compliance | SOC2Status page | Not specified |
Capability signals | Custom formulasUniverse builderCitation pinningAI summaries: Filings, Transcripts, and News | Universe builderGreeksBroker sync |
Vendor & support | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email | Wisesheets Inc.Support: Email, Chat, and Forum |
Curation ratings | Methodology 5/5Reliability 4/5UX 5/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Terminal - Free”financials history (annual): 10 · financials history (quarterly): 6 · +8 more | — |
| Entry paid plan | $39/mo“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more | $60/yr≈ $5/mo“Pro” |
| Top plan | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more | $120/yr≈ $10/mo“Elite” |
| Custom / enterprise | Contact sales“API - Paid” | Contact sales“Enterprise” |
| Free trial | 14 days | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Fiscal.ai and Wisesheets?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while Wisesheets puts more weight on sheets / excel add-ins, screeners, and portfolio. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
Is Fiscal.ai or Wisesheets free to use?
Fiscal.ai has a free tier, so you can get started without paying anything. Wisesheets is paid-only. If budget matters, start with Fiscal.ai and see how far it takes you before opening your wallet.
Do Fiscal.ai and Wisesheets have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Fiscal.ai or Wisesheets?
It depends on what you're after. Pick Fiscal.ai if stock ideas and stock comparison matter to you; go with Wisesheets if you'd rather have sheets / excel add-ins and options. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and Wisesheets cover?
Both cover stocks, ETFs, and mutual funds. Fiscal.ai also handles funds. Wisesheets adds options, cryptos, and currencies on top.
Does Fiscal.ai or Wisesheets have real-time data?
Fiscal.ai offers real-time data, which matters if you trade actively. Wisesheets runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Fiscal.ai and Wisesheets?
Fiscal.ai exports to CSV. Wisesheets is stingier about getting data out.
Can Fiscal.ai or Wisesheets connect to my broker?
Wisesheets syncs with brokers automatically. With Fiscal.ai, you're entering holdings by hand or importing files.
Are Fiscal.ai and Wisesheets good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: Fiscal.ai or Wisesheets?
Both Fiscal.ai and Wisesheets include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Fiscal.ai or Wisesheets?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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