Tool Comparison
Koyfin vs Wisesheets
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- Paid from
- $5/mo
- Free plan
- No
- Platforms
- Web, Desktop, API
Best if
- You want the cheaper way in: plans start at $5/mo instead of $39/mo
- You want an API so you can script or automate things
- You want sheets / excel add-ins, dividends, and options.
Pick Koyfin if
Koyfin
Free • From $468/yr · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
Pick Wisesheets if
Wisesheets
From $60/yr · Web · Desktop · API
- You want the cheaper way in: plans start at $5/mo instead of $39/mo
- You want an API so you can script or automate things
- You want sheets / excel add-ins, dividends, and options.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
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: 20 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.
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Key differences at a glance
- Free plan
- Koyfin
- Cheaper paid plan
- Wisesheets$5/mo vs $39/mo
- Broader coverage
- Koyfin20 vs 10 categories
- Mobile app
- Koyfin
- Desktop app
- Wisesheets
- API access
- Wisesheets
What Koyfin does best
- Tools for building customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screening for more than 100,000 global securities with thousands of criteria, with stock and ETF screening on paid plans and mutual-fund screening in Advisor tiers.
- Advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research coverage for companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Tracking portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
What Wisesheets does best
- Build stock-research models in Excel or Google Sheets with WISE, WISEPRICE, WISEFUNDS, and WISEOPTIONS formulas.
- Access financial statements, key metrics, growth metrics, company profiles, live prices, historical prices, dividends, analyst estimates, and price targets into spreadsheet cells.
- Analyze equities across more than 50 exchanges with 30 years of historical financial data on paid plans.
- Range-based formulas to request multiple tickers and metrics at once instead of manually copying company data from websites.
- Research coverage for ETFs and funds with WISEFUNDS fields such as expense ratio, NAV, assets under management, and other fund reference data.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $468/yr | From $60/yr |
Free tier | Yes | No |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | No | Yes |
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 | 20 | 10 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day 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 | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit Wisesheets |
Standout features
The best features of Koyfin and Wisesheets.ShowHide
Standout features
What Koyfin does best
- Tools for building customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screening for more than 100,000 global securities with thousands of criteria, with stock and ETF screening on paid plans and mutual-fund screening in Advisor tiers.
- Advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research coverage for companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Tracking portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
What Wisesheets does best
- Build stock-research models in Excel or Google Sheets with WISE, WISEPRICE, WISEFUNDS, and WISEOPTIONS formulas.
- Access financial statements, key metrics, growth metrics, company profiles, live prices, historical prices, dividends, analyst estimates, and price targets into spreadsheet cells.
- Analyze equities across more than 50 exchanges with 30 years of historical financial data on paid plans.
- Range-based formulas to request multiple tickers and metrics at once instead of manually copying company data from websites.
- Research coverage for ETFs and funds with WISEFUNDS fields such as expense ratio, NAV, assets under management, and other fund reference data.
All details
Every attribute we track for Koyfin and Wisesheets.ShowHide
All 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-time15-min DelayedEnd of Day | 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 | CSVImagePDF | Not specified |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | 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
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freewatchlists: 2 · screens: 2 · +5 more | — |
| Entry paid plan | $468/yr≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $60/yr≈ $5/mo“Pro” |
| Tier 2 | $948/yr≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $120/yr≈ $10/mo“Elite” |
| Tier 3 | $2508/yr≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | — |
| Top plan | $3588/yr≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | Contact sales“Enterprise” |
Alternatives
Free alternatives
Questions we keep getting
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 API.
Does Koyfin or Wisesheets have an API?
Wisesheets has an API for programmatic access and custom integrations. Koyfin doesn't, so you're working through its interface.
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 I export data from Koyfin and Wisesheets?
Koyfin exports to CSV. Wisesheets is stingier about getting data out.
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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