Tool Comparison
OpenBB vs Wisesheets
- Paid from
- $41.67/mo
- Free plan
- Yes
- Platforms
- Web, Desktop, Mobile
Best if
- You'd rather start free and only pay if you outgrow it
- You do a lot of your research from your phone
- You want data visualizations, custom dashboards, and AI research.
- 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 $41.67/mo
- You want portfolio, dividends, and analyst forecasts.
- You're newer to investing and want something approachable
Pick OpenBB if
OpenBB
Free • From $500/yr · Web · Desktop · Mobile
- You'd rather start free and only pay if you outgrow it
- You do a lot of your research from your phone
- You want data visualizations, custom dashboards, and AI research.
Pick Wisesheets if
Wisesheets
From $60/yr · Web · Desktop · API
- You want the cheaper way in: plans start at $5/mo instead of $41.67/mo
- You want portfolio, dividends, and analyst forecasts.
- You're newer to investing and want something approachable
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
OpenBB and Wisesheets cover a lot of the same ground (5 shared categories, including APIs & data feeds, sheets / excel add-ins, and financials), so for the basics you won't go far wrong with either. OpenBB includes data visualizations and custom dashboards, and Wisesheets includes portfolio and dividends.
What readers say
OpenBB
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Wisesheets
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Key differences at a glance
- Free plan
- OpenBB
- Cheaper paid plan
- Wisesheets$5/mo vs $41.67/mo
- Mobile app
- OpenBB
- Beginner friendly
- Wisesheets
What OpenBB does best
- The open-source Open Data Platform locally under AGPL for combined financial and economic data access through provider connectors.
- Work across Python, REST API, notebooks, Workspace, and Excel-oriented workflows depending on whether you are coding, analyzing, or building dashboards.
- Connections for third-party data providers and your own API keys; OpenBB does not host or redistribute production market data for you.
- Tools for building Workspace dashboards with customizable UI components, apps, widgets, and firm-specific data integrations.
- Support for adding proprietary or internal data by exposing an API plus a widgets.json definition for custom Workspace widgets.
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 $500/yr | From $60/yr |
Free tier | Yes | No |
Free trial | — | — |
Plan limits | 10 limits: Workspace Community: copilot queries per day: 20, Workspace Community: excel add in: No (per plan comparison) +8 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | Yes |
Mobile app | Yes | No |
API access | Yes | Yes |
Broker sync | — | Yes |
Integrations | OpenBB Skills, Workspace MCP server +2 more | Google Sheets, Microsoft Excel +1 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors, Analysts +2 more | Retail Traders, Pro Retail +4 more |
Categories covered | 12 | 10 |
Regions | — | — |
| Data & capabilities | ||
Capabilities | IV surface and Yield curves | 3 signals: Universe builder, Greeks +1 more |
Security | 6 signals: SOC2, SSO: SAML and OIDC +4 more | — |
| Try it | Visit OpenBB | Visit Wisesheets |
Standout features
The best features of OpenBB and Wisesheets.ShowHide
Standout features
What OpenBB does best
- The open-source Open Data Platform locally under AGPL for combined financial and economic data access through provider connectors.
- Work across Python, REST API, notebooks, Workspace, and Excel-oriented workflows depending on whether you are coding, analyzing, or building dashboards.
- Connections for third-party data providers and your own API keys; OpenBB does not host or redistribute production market data for you.
- Tools for building Workspace dashboards with customizable UI components, apps, widgets, and firm-specific data integrations.
- Support for adding proprietary or internal data by exposing an API plus a widgets.json definition for custom Workspace widgets.
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 OpenBB and Wisesheets.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCryptosCurrenciesCommoditiesBondsOptionsFutures | StocksETFsMutual FundsOptionsCryptosCurrenciesCommoditiesFutures+1 more |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsAnalystsQuants/DevelopersStudents/Researchers | Retail TradersPro RetailLong-term InvestorsValue InvestorsAnalystsStudents/Researchers |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: NoneSDKs: PythonDocs | Not specified |
Integrations | OpenBB SkillsWorkspace MCP serverMCP serversExcel Add-in | Google SheetsMicrosoft ExcelSnapTrade |
Export formats | CSVExcel | Not specified |
| Plans & trust | ||
Security & compliance | SOC2SSO: SAML and OIDCStatus pageEncryption at restEncryption in transitRole-based access | Not specified |
Capability signals | IV surfaceYield curves | Universe builderGreeksBroker sync |
Vendor & support | OpenBB Inc.Founded 2021Support: Email and Forum | 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 | Free“Workspace Community”copilot queries per day: 20 · excel add in: No (per plan comparison) · +1 more | — |
| Entry paid plan | $500/yr≈ $41.67/mo“Snowflake Native App” | $60/yr≈ $5/mo“Pro” |
| Top plan | $2400/yr≈ $200/mo“Workspace Lite”team size: Designed for teams under 10 · excel add in: No (per plan comparison) · +1 more | $120/yr≈ $10/mo“Elite” |
| Custom / enterprise | Contact sales“Workspace Pro”pricing model: Custom team license (contact sales) · support: 8 hours/day, 5 days/week (EST) | Contact sales“Enterprise” |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between OpenBB and Wisesheets?
OpenBB leans toward APIs & data feeds, sheets / excel add-ins, and data visualizations, while Wisesheets puts more weight on sheets / excel add-ins, screeners, and portfolio. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
Is OpenBB or Wisesheets free to use?
OpenBB has a free tier, so you can get started without paying anything. Wisesheets is paid-only. If budget matters, start with OpenBB and see how far it takes you before opening your wallet.
Which is better for beginners: OpenBB or Wisesheets?
Wisesheets is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use OpenBB or Wisesheets on my phone?
OpenBB 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.
Do OpenBB and Wisesheets have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose OpenBB or Wisesheets?
It depends on what you're after. Pick OpenBB if data visualizations and custom dashboards matter to you; go with Wisesheets if you'd rather have portfolio and dividends. And if you only need the basics both share, let price decide.
What asset classes do OpenBB and Wisesheets cover?
Both cover stocks, ETFs, cryptos, and currencies. OpenBB also handles bonds. Wisesheets adds mutual funds and other on top.
Can I export data from OpenBB and Wisesheets?
OpenBB exports to CSV and Excel. Wisesheets is stingier about getting data out.
Which has a better stock screener: OpenBB or Wisesheets?
Both OpenBB 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 OpenBB or Wisesheets?
Wisesheets handles portfolio tracking. OpenBB is really a research tool; you'd track your portfolio elsewhere.
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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.