VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 19, 2025

Head-to-head

HedgeFollow vs Wisesheets comparison

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

Quick takeaways

HedgeFollow adds 13F, 13D/13G, Insider Data, Institutional Data, Data Visualizations, Money Flow, Watchlist, Investor Holdings, Splits, and Valuation Models coverage that Wisesheets skips.

Wisesheets includes Sheets / Excel Add-ins, Financials, Analyst Forecasts, Options, and Broker Connectors categories that HedgeFollow omits.

HedgeFollow highlights: Coverage scale: “10,000+ funds and 100K+ insiders.”, Insider Trading Tracker refreshed every ~5 minutes with filters for role, value, and recency., and Hedge Fund Tracker stream for 13F/13D/13G/Form 4 with time‑window and size filters; explains the 45‑day 13F lag..

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..

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

HedgeFollow logo

HedgeFollow

hedgefollow.com

Tracks hedge fund and insider activity from SEC filings (13F/13D/13G/Form 4). Includes a fast insider‑trading tracker (updated ~every 5 minutes), a hedge‑fund trade feed, fund pages with holdings & options reported via 13F, stock pages with ownership/money‑flow charts, ETF activity aggregates (e.g., Bitcoin ETFs), and portfolio tools (builder/balancer) plus a stock screener that blends institutional, insider, and basic technical filters. 13F data has the regulatory ~45‑day reporting lag; no public API or broker sync is advertised.

Platforms

Web

Pricing

Free
Subscription

Quick highlights

  • Coverage scale: “10,000+ funds and 100K+ insiders.”
  • Insider Trading Tracker refreshed every ~5 minutes with filters for role, value, and recency.
  • Hedge Fund Tracker stream for 13F/13D/13G/Form 4 with time‑window and size filters; explains the 45‑day 13F lag.
  • Fund pages: AUM, holdings heatmaps, largest trades, performance history; option holdings when reported on 13F.
  • Stock pages: biggest buyers/sellers, ownership trends, buy‑price bands, money‑flow chart, and ‘Option Holders’.

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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.

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Overlap

Shared focus areas

4 overlaps

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

Where they differ

HedgeFollow

Distinct strengths include:

  • Coverage scale: “10,000+ funds and 100K+ insiders.”
  • Insider Trading Tracker refreshed every ~5 minutes with filters for role, value, and recency.
  • Hedge Fund Tracker stream for 13F/13D/13G/Form 4 with time‑window and size filters; explains the 45‑day 13F lag.
  • Fund pages: AUM, holdings heatmaps, largest trades, performance history; option holdings when reported on 13F.

Wisesheets

Distinct strengths include:

  • 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

AttributeHedgeFollowWisesheets
Categories

Which research workflows each platform targets

Shared: Screeners, ETF Overview, Portfolio, Education

Unique: 13F, 13D/13G, Insider Data, Institutional Data, Data Visualizations, Money Flow, Watchlist, Investor Holdings, Splits, Valuation Models

Shared: Screeners, ETF Overview, Portfolio, Education

Unique: Sheets / Excel Add-ins, Financials, Analyst Forecasts, Options, Broker Connectors

Asset types

Supported asset classes and universes

Stocks, ETFs, Options

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

  • Coverage scale: “10,000+ funds and 100K+ insiders.”
  • Insider Trading Tracker refreshed every ~5 minutes with filters for role, value, and recency.
  • Hedge Fund Tracker stream for 13F/13D/13G/Form 4 with time‑window and size filters; explains the 45‑day 13F lag.
  • Fund pages: AUM, holdings heatmaps, largest trades, performance history; option holdings when reported on 13F.
  • Stock pages: biggest buyers/sellers, ownership trends, buy‑price bands, money‑flow chart, and ‘Option Holders’.
  • Lists: Top 100 hedge‑fund stocks; Largest Hedge Fund Buys/Sells; Largest Insider Buys/Sells.

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

Not yet

Not yet

Editor pick

Featured inside curated shortlists

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do HedgeFollow and Wisesheets both support?

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

Which tool offers a free plan?

HedgeFollow 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 HedgeFollow and Wisesheets?

Both HedgeFollow 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?

HedgeFollow differentiates itself with Coverage scale: “10,000+ funds and 100K+ insiders.”, Insider Trading Tracker refreshed every ~5 minutes with filters for role, value, and recency., and Hedge Fund Tracker stream for 13F/13D/13G/Form 4 with time‑window and size filters; explains the 45‑day 13F lag., 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..

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.