VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, October 30, 2025

Tool Comparison

Scalable Capital vs Wisesheets comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Scalable Capital adds Brokerage, Wealth Management, Watchlist, and Downloadable Tax Reports coverage that Wisesheets skips.

Wisesheets includes Sheets / Excel Add-ins, Screeners, Financials, Analyst Forecasts, Options, ETF Overview, Broker Connectors, and Education categories that Scalable Capital omits.

Scalable Capital has a free tier, while Wisesheets requires a paid plan.

Scalable Capital ships a mobile app. Wisesheets is web/desktop only.

In depth comparison

Scalable Capital

scalable.capital

Retail broker and robo-advisor for EU investors. Two main plans: FREE (trades €0.99 on gettex/EIE for orders ≥€250; free savings plans) and PRIME+ (€4.99/month flat for trades ≥€250; savings plans also free). Both offer variable 2% p.a. interest on cash balances, capped at €50k (FREE) or €500k (PRIME+). PRIME tiers unlock CSV export of all transactions. Annual tax certificates are provided as downloadable PDFs.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

Transparent pricing: FREE plan at €0.99 per trade (gettex/EIE, min. €250) and PRIME+ at €4.99/month flat for trades above €250. Xetra available at €3.99/trade. Savings plans are always free.
Earn variable 2% annual interest on uninvested cash, with caps of €50k (FREE) and €500k (PRIME+). Cash is safeguarded with partner banks and money-market funds.
Access to more than 625,000 derivatives (certificates, knock-outs, warrants), with flat-rate trading included in PRIME+.
Crypto exposure through regulated exchange-traded products in Germany, no wallet needed. Savings plans start from as little as €1.
Trading venues include gettex (Munich Stock Exchange), the European Investor Exchange, and Xetra.

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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).

Platforms

WebDesktop

Pricing

Subscription

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.

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Where they differ

Scalable Capital

Distinct strengths include:

Brokerage Wealth Management Watchlist Downloadable Tax Reports

Transparent pricing: FREE plan at €0.99 per trade (gettex/EIE, min. €250) and PRIME+ at €4.99/month flat for trades above €250. Xetra available at €3.99/trade. Savings plans are always free.
Earn variable 2% annual interest on uninvested cash, with caps of €50k (FREE) and €500k (PRIME+). Cash is safeguarded with partner banks and money-market funds.
Access to more than 625,000 derivatives (certificates, knock-outs, warrants), with flat-rate trading included in PRIME+.
Crypto exposure through regulated exchange-traded products in Germany, no wallet needed. Savings plans start from as little as €1.

Wisesheets

Distinct strengths include:

Sheets / Excel Add-ins Screeners Financials Analyst Forecasts Options ETF Overview Broker Connectors Education

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	Scalable Capital	Wisesheets
Categories Which research workflows each platform targets	Shared: Portfolio Unique: Brokerage, Wealth Management, Watchlist, Downloadable Tax Reports	Shared: Portfolio Unique: Sheets / Excel Add-ins, Screeners, Financials, Analyst Forecasts, Options, ETF Overview, Broker Connectors, Education
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Bonds	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	Web, Desktop
Pricing High-level pricing models	Free, Subscription	Subscription
Key features Core capabilities called out by each vendor	Unique Transparent pricing: FREE plan at €0.99 per trade (gettex/EIE, min. €250) and PRIME+ at €4.99/month flat for trades above €250. Xetra available at €3.99/trade. Savings plans are always free. Earn variable 2% annual interest on uninvested cash, with caps of €50k (FREE) and €500k (PRIME+). Cash is safeguarded with partner banks and money-market funds. Access to more than 625,000 derivatives (certificates, knock-outs, warrants), with flat-rate trading included in PRIME+. Crypto exposure through regulated exchange-traded products in Germany, no wallet needed. Savings plans start from as little as €1. Trading venues include gettex (Munich Stock Exchange), the European Investor Exchange, and Xetra. Automated ETF-based portfolios offered via Scalable Wealth, with management fees up to 0.75% p.a., stepping down at higher account sizes (€100k/€500k).	Unique 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. No Wisesheets‑side daily quota; typical Google limits apply (e.g., ~20k requests/day for standard Google accounts, ~100k for paid).
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 Scalable Capital and Wisesheets both support?

Both platforms cover Portfolio workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Scalable Capital 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?

Scalable Capital ships a dedicated mobile experience, while Wisesheets focuses on web or desktop access.

What unique strengths set the two platforms apart?

Scalable Capital differentiates itself with Transparent pricing: FREE plan at €0.99 per trade (gettex/EIE, min. €250) and PRIME+ at €4.99/month flat for trades above €250. Xetra available at €3.99/trade. Savings plans are always free., Earn variable 2% annual interest on uninvested cash, with caps of €50k (FREE) and €500k (PRIME+). Cash is safeguarded with partner banks and money-market funds., and Access to more than 625,000 derivatives (certificates, knock-outs, warrants), with flat-rate trading included in PRIME+., 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..

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