★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs Wisesheets
Koyfin
Best for ETF screeners and data visualizations
Free • From $39/mo
Wisesheets
Best for sheets / excel add-ins and dividends
From $60/yr
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The verdict
The bottom line
Koyfin and Wisesheets cover a lot of the same ground (6 shared categories, including screeners, portfolio, and financials), so for the basics you won't go far wrong with either. Koyfin simply does more: 19 categories to Wisesheets's 10, including ETF screeners, data visualizations, and custom dashboards, plus a mobile app. Wisesheets counters by starting cheaper at $5/mo.
Key differences at a glance
- Mobile app
- Koyfin
- Free plan
- Koyfin
- Cheaper paid plan
- Wisesheets$5/mo vs $39/mo
- Broader coverage
- Koyfin19 vs 10 categories
- Desktop app
- Wisesheets
- Real-time data
- Koyfin
Choose
Koyfin if…
- You do a lot of your research from your phone
- Delayed quotes won't cut it; you need real-time data
- You'd rather start free and only pay if you outgrow it
- You care about ETF screeners, data visualizations, and custom dashboards, things Wisesheets doesn't offer
Choose
Wisesheets if…
- You want the cheaper way in: plans start at $5/mo instead of $39/mo
- You care about sheets / excel add-ins, dividends, and options, things Koyfin doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | From $60/yr |
Free tier | Yes | No |
Free trial | — | — |
Plan limits | 18 limits: Free: watchlists: 2, Free: screens: 2 +16 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | Yes | Yes |
Integrations | Schwab, Altruist +6 more | Google Sheets, Microsoft Excel +1 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +4 more |
Categories covered | 19 | 10 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | Latency: Real-time and Adjustments: TotalReturn | — |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | 3 signals: Universe builder, Greeks +1 more |
Security | Data residency: US | — |
| Try it | Visit Koyfin | Visit Wisesheets |
Standout features
What Koyfin does best
- Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app.
- Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts.
- Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads.
- Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
- Alerts for price/valuation/technical signals and for news/filings/transcripts; notifications on desktop, email, and mobile push.
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 | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsMutual FundsOptionsCryptosCurrenciesCommoditiesFutures+1 more |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersPro RetailLong-term InvestorsValue InvestorsAnalystsStudents/Researchers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time | Not specified |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Not specified |
| Access & integrations | ||
Import methods | ManualCSVCustodian | Not specified |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Google SheetsMicrosoft ExcelSnapTrade |
Export formats | ImagePDF | Not specified |
| Plans & trust | ||
Security & compliance | Data residency: US | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Universe builderGreeksBroker sync |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Wisesheets Inc.Support: Email, Chat, and Forum |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$39/mo
Starting price
Plans & pricing
- watchlists: 2
- screens: 2
- +3 more
- financials years: 10
- estimates years: 10
- +4 more
- custom securities: Unlimited
- reports per month: 10
- custodian integrations: 1
- +1 more
- reports per month: 200
- custodian integrations: Multiple
- +1 more
$60/yr
Lower starting price
Plans & pricing
Coverage overlap
Shared categories
6Where the two tools cover the same ground.
Koyfin strengths
13Wisesheets strengths
4What you only get with Wisesheets.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Koyfin and Wisesheets?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Wisesheets puts more weight on sheets / excel add-ins, screeners, and portfolio. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
Is Koyfin or Wisesheets free to use?
Koyfin has a free tier, so you can get started without paying anything. Wisesheets is paid-only. If budget matters, start with Koyfin and see how far it takes you before opening your wallet.
Can I use Koyfin or Wisesheets on my phone?
Koyfin 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.
Should I choose Koyfin or Wisesheets?
It depends on what you're after. Pick Koyfin if ETF screeners and data visualizations matter to you; go with Wisesheets if you'd rather have sheets / excel add-ins and dividends. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Wisesheets cover?
Both cover stocks, ETFs, mutual funds, and currencies. Koyfin also handles closed-end funds and bonds. Wisesheets adds options and other on top.
Does Koyfin or Wisesheets have real-time data?
Koyfin 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 Koyfin or Wisesheets connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: Koyfin or Wisesheets?
Both Koyfin 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 Koyfin 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.