★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
GuruFocus vs Wisesheets
GuruFocus
Best for stock ideas and ETF screeners
Free • From $549/yr
Wisesheets
Best for sheets / excel add-ins and screeners
From $60/yr
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The verdict
The bottom line
GuruFocus and Wisesheets cover a lot of the same ground (10 shared categories, including screeners, portfolio, and APIs & data feeds), so for the basics you won't go far wrong with either. GuruFocus simply does more: 48 categories to Wisesheets's 10, including stock ideas, ETF screeners, and top analysts, plus a mobile app. Wisesheets counters by starting cheaper at $5/mo.
Key differences at a glance
- Mobile app
- GuruFocus
- Free plan
- GuruFocus
- Cheaper paid plan
- Wisesheets$5/mo vs $45.75/mo
- Free trial
- GuruFocus7 days
- Broader coverage
- GuruFocus48 vs 10 categories
- Desktop app
- Wisesheets
Choose
GuruFocus if…
- You do a lot of your research from your phone
- You'd rather start free and only pay if you outgrow it
- You want an API so you can script or automate things
- You care about stock ideas, ETF screeners, and top analysts, things Wisesheets doesn't offer
Choose
Wisesheets if…
- You want the cheaper way in: plans start at $5/mo instead of $45.75/mo
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $549/yr | From $60/yr |
Free tier | Yes | No |
Free trial | 7 days | — |
Plan limits | 38 limits: Free: portfolio limit: Up to 3 portfolios with 25 stocks each for free members, Free: data api requests: 100/month included in the Free API package +36 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | GuruFocus Data API, GuruFocus Excel Add-in +6 more | Google Sheets, Microsoft Excel +1 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +9 more | Retail Traders, Pro Retail +4 more |
Categories covered | 48 | 10 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | — |
Data partners | 5 partners: QuoteMedia, Morningstar +3 more | — |
Capabilities | 8 signals: Custom formulas, Ranking backtests +6 more | 3 signals: Universe builder, Greeks +1 more |
Security | Status page and Encryption in transit | — |
| Try it | Visit GuruFocus | Visit Wisesheets |
Standout features
What GuruFocus does best
- Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators.
- Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions.
- All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration.
- Screener backtesting for more than 80 countries, with U.S. backtests starting January 1, 2006 and non-U.S. country backtests generally starting January 1, 2016; parameters include stock count, ranking metric, sort order, start/end date, and rebalance frequency.
- GuruFocus states that screener backtests are designed to be free of survivorship bias by considering historical mergers, acquisitions, spin-offs, and delistings.
What Wisesheets does best
- 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); a March 2026 company announcement says Pro now includes full options-chain coverage.
- 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).
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsMutual FundsOptionsFundsOther | StocksETFsMutual FundsOptionsCryptosCurrenciesCommoditiesFutures+1 more |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsDividend InvestorsAnalystsQuants/Developers+3 more | Retail TradersPro RetailLong-term InvestorsValue InvestorsAnalystsStudents/Researchers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker and CIK | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
Pricing sources | ExchangeVendorModel | Not specified |
Data partners | QuoteMediaMorningstarRefinitivFREDSEC / local regulators | Not specified |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeySDKs: Python and GoDocs | Not specified |
Import methods | CSVBrokerOAuthManual | Not specified |
Integrations | GuruFocus Data APIGuruFocus Excel Add-inGuruFocus Google Sheets Add-onSnapTradeSchwabFidelityRobinhoodInteractive Brokers | Google SheetsMicrosoft ExcelSnapTrade |
Export formats | CSVExcelJSON | Not specified |
| Plans & trust | ||
Security & compliance | Status pageEncryption in transit | Not specified |
Capability signals | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, and GrowthBroker syncMulti-currencyYield curvesAI summaries: Transcripts | Universe builderGreeksBroker sync |
Vendor & support | GuruFocus.com, LLCCountry: United StatesFounded 2004Support: Email, Chat, Phone, and Forum | Wisesheets Inc.Support: Email, Chat, and Forum |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$549/yr
Starting price
Plans & pricing
- portfolio limit: Up to 3 portfolios with 25 stocks each for free members
- data api requests: 100/month included in the Free API package
- +1 more
- billing: Annual only
- data api requests: 200/month included with Premium membership
- +2 more
- billing: Annual only
- data api requests: 500/month included with Premium Plus membership
- +2 more
- billing: Annual only
- data api requests: 2,000/month included with Professional membership
- requests: 100/month
- billing: Billed annually
- canada add on: $100/month
- +8 more
- billing: Billed annually
- initial top up: $100 credit
- company profile: $0.10/request
- +11 more
$60/yr
Lower starting price
Plans & pricing
Coverage overlap
Shared categories
10Where the two tools cover the same ground.
GuruFocus strengths
38What you only get with GuruFocus.
Wisesheets strengths
0What you only get with Wisesheets.
No unique categories.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between GuruFocus and Wisesheets?
GuruFocus leans toward stock ideas, screeners, and ETF screeners, while Wisesheets puts more weight on sheets / excel add-ins, screeners, and portfolio. They overlap in 10 categories, so for most people it comes down to workflow preference and price.
Is GuruFocus or Wisesheets free to use?
GuruFocus has a free tier, so you can get started without paying anything. Wisesheets is paid-only. If budget matters, start with GuruFocus and see how far it takes you before opening your wallet.
Can I use GuruFocus or Wisesheets on my phone?
GuruFocus lists a dedicated mobile app, so it travels better. Wisesheets doesn't list a dedicated mobile app; its documented access is web, desktop, and other.
Does GuruFocus or Wisesheets have an API?
GuruFocus has an API for programmatic access and custom integrations. Wisesheets doesn't, so you're working through its interface.
Should I choose GuruFocus or Wisesheets?
It depends on what you're after. Pick GuruFocus if stock ideas and ETF screeners matter to you; go with Wisesheets if you prefer its overall approach. And if you only need the basics both share, let price decide.
What asset classes do GuruFocus and Wisesheets cover?
Both cover stocks, ETFs, mutual funds, and options. GuruFocus also handles bonds and funds. Wisesheets adds cryptos, currencies, and commodities on top.
Can I export data from GuruFocus and Wisesheets?
GuruFocus exports to CSV and Excel. Wisesheets is stingier about getting data out.
Can GuruFocus or Wisesheets connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Are GuruFocus 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: GuruFocus or Wisesheets?
Both GuruFocus 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 GuruFocus or Wisesheets?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.