VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Markets.com and Wisesheets will find that Both Markets.com and Wisesheets concentrate on Education workflows, making them natural alternatives for similar investment research jobs. Markets.com leans into Brokerage, Advanced Order Types, and Copy/Social Trading, which can be decisive for teams that need depth over breadth. Wisesheets stands out with Sheets / Excel Add-ins, Screeners, and Financials 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
Markets.com vs Wisesheets
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Markets.com adds Brokerage, Advanced Order Types, Copy/Social Trading, and Alerts coverage that Wisesheets skips.
- Wisesheets includes Sheets / Excel Add-ins, Screeners, Financials, Analyst Forecasts, Options, ETF Overview, Portfolio, and Broker Connectors categories that Markets.com omits.
- Markets.com highlights: Multi-asset CFD coverage including forex, shares, commodities, indices, ETFs, bonds, and crypto (where permitted)., Choice of platforms: proprietary web and mobile apps, MetaTrader 4/5 desktop, and full TradingView integration., and Built-in social and copy trading via Pelican, allowing users to follow signal providers or become one themselves, with performance-based fees..
- 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..
- Markets.com has a free tier, while Wisesheets requires a paid plan.
- Markets.com ships a mobile app. Wisesheets is web/desktop only.
Markets.com
markets.com
A global CFD broker offering trading across web, mobile, MT4/MT5, and TradingView. Accounts come with 0% commissions and no deposit, withdrawal, or order fees — though spreads, overnight swaps, and currency conversion charges apply. Social and copy trading is enabled via Pelican Exchange Europe and through MT4/MT5 integrations. Retail leverage is capped at 1:30 depending on jurisdiction, with some regions requiring protections such as guaranteed stop-losses. Crypto CFDs are not available to UK residents.
Platforms
Pricing
Quick highlights
- Multi-asset CFD coverage including forex, shares, commodities, indices, ETFs, bonds, and crypto (where permitted).
- Choice of platforms: proprietary web and mobile apps, MetaTrader 4/5 desktop, and full TradingView integration.
- Built-in social and copy trading via Pelican, allowing users to follow signal providers or become one themselves, with performance-based fees.
- Risk management tools include stop-loss and take-profit orders, floating spreads, and push/SMS/email alerts for key events.
- Simple pricing structure: no commissions, account, deposit, or withdrawal fees; trading costs primarily come from spreads, swaps, and conversions.
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
Markets.com
Distinct strengths include:
- Multi-asset CFD coverage including forex, shares, commodities, indices, ETFs, bonds, and crypto (where permitted).
- Choice of platforms: proprietary web and mobile apps, MetaTrader 4/5 desktop, and full TradingView integration.
- Built-in social and copy trading via Pelican, allowing users to follow signal providers or become one themselves, with performance-based fees.
- Risk management tools include stop-loss and take-profit orders, floating spreads, and push/SMS/email alerts for key events.
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 | Markets.com | Wisesheets |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Education Unique: Brokerage, Advanced Order Types, Copy/Social Trading, Alerts | Shared: Education Unique: Sheets / Excel Add-ins, Screeners, Financials, Analyst Forecasts, Options, ETF Overview, Portfolio, Broker Connectors |
Asset types Supported asset classes and universes | Currencies, Stocks, Commodities, ETFs, Bonds, 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, Mobile, Desktop | Web, Desktop |
Pricing High-level pricing models | Free | Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
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 Markets.com and Wisesheets both support?
Both platforms cover 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?
Markets.com offers a free entry point, while Wisesheets requires a paid subscription. Review the pricing table to see how the paid tiers compare.
Which tool has mobile access?
Markets.com ships a dedicated mobile experience, while Wisesheets focuses on web or desktop access.
What unique strengths set the two platforms apart?
Markets.com differentiates itself with Multi-asset CFD coverage including forex, shares, commodities, indices, ETFs, bonds, and crypto (where permitted)., Choice of platforms: proprietary web and mobile apps, MetaTrader 4/5 desktop, and full TradingView integration., and Built-in social and copy trading via Pelican, allowing users to follow signal providers or become one themselves, with performance-based fees., 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.