VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Invesst and Wisesheets will find that Both Invesst and Wisesheets concentrate on Screeners, and Portfolio workflows, making them natural alternatives for similar investment research jobs. Invesst leans into Valuation Models, AI, and AI Chat, which can be decisive for teams that need depth over breadth. Wisesheets stands out with Sheets / Excel Add-ins, Financials, and Analyst Forecasts that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Invesst vs Wisesheets
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Invesst adds Valuation Models, AI, and AI Chat coverage that Wisesheets skips.
- Wisesheets includes Sheets / Excel Add-ins, Financials, Analyst Forecasts, Options, ETF Overview, Broker Connectors, and Education categories that Invesst omits.
- Invesst highlights: AI-driven investment research with natural-language agents and data-rich search capabilities., Automated valuation models including DCF, along with predictive analytics and customizable screeners., and Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics..
- 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..
Invesst
invesst.ai
An AI-first research platform with screeners, automated DCF and valuation tools, and real-time market data. The site highlights “Universal Brokerage Integrations” for read-only portfolio insights. Currently in open beta with a “Start for Free” option, though full pricing is only described in the Terms as monthly or annual subscriptions. Security claims include SOC2, ISO 27001, and GDPR compliance, with a linked Trust Report (unverified).
Platforms
Pricing
Quick highlights
- AI-driven investment research with natural-language agents and data-rich search capabilities.
- Automated valuation models including DCF, along with predictive analytics and customizable screeners.
- Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics.
- Portfolio insights through read-only brokerage linking, marketed as “Universal Brokerage Integrations.”
- Public security claims include SOC2, ISO 27001, and GDPR, along with a published Trust Report.
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).
Categories
Platforms
Pricing
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.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
Invesst
Distinct strengths include:
- AI-driven investment research with natural-language agents and data-rich search capabilities.
- Automated valuation models including DCF, along with predictive analytics and customizable screeners.
- Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics.
- Portfolio insights through read-only brokerage linking, marketed as “Universal Brokerage Integrations.”
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
| Attribute | Invesst | Wisesheets |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Portfolio Unique: Valuation Models, AI, AI Chat | Shared: Screeners, Portfolio Unique: Sheets / Excel Add-ins, Financials, Analyst Forecasts, Options, ETF Overview, Broker Connectors, Education |
Asset types Supported asset classes and universes | Stocks, ETFs, Cryptos | 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 | Subscription | Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Invesst and Wisesheets both support?
Both platforms cover Screeners, and Portfolio workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Invesst and Wisesheets require subscriptions?
Neither platform maintains a free tier. Budget for a subscription to unlock the research coverage highlighted in this comparison.
How can you access Invesst and Wisesheets?
Both Invesst 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?
Invesst differentiates itself with AI-driven investment research with natural-language agents and data-rich search capabilities., Automated valuation models including DCF, along with predictive analytics and customizable screeners., and Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics., 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.