Invesst vs Wisesheets comparison

Invesst focuses on Screeners, Valuation Models, and Portfolio 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.

Choose Invesst if you need AI-driven investment research with natural-language agents and data-rich search capabilities., and Automated valuation models including DCF, along with predictive analytics and customizable screeners.. 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, and Cryptos. Wisesheets adds coverage for Mutual Funds, Options, Currencies, Commodities, Futures, and Other.

Invesst 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.

Both Invesst and Wisesheets include stock screeners. Try each to see which filtering options and interface you prefer.

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