★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool details checked August 23, 2026
Tool Comparison
Simply Wall St vs Wisesheets
Pick Simply Wall St if
Simply Wall St
Free • From $120/yr · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You do a lot of your research from your phone
- You care about stock ideas, data visualizations, and watchlist, things Wisesheets doesn't offer
Pick Wisesheets if
Wisesheets
From $60/yr · Web · Desktop · Other
- You want the cheaper way in: plans start at $5/mo instead of $10/mo
- You care about sheets / excel add-ins, analyst forecasts, and analyst ratings & price targets, things Simply Wall St doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Simply Wall St and Wisesheets cover a lot of the same ground (4 shared categories, including screeners, portfolio, and financials), so for the basics you won't go far wrong with either. Simply Wall St simply does more: 19 categories to Wisesheets's 10, including stock ideas, data visualizations, and watchlist, plus a mobile app. Wisesheets counters by starting cheaper at $5/mo.
What readers say
Simply Wall St
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Wisesheets
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Key differences at a glance
- Free plan
- Simply Wall St
- Cheaper paid plan
- Wisesheets$5/mo vs $10/mo
- Free trial
- Simply Wall St7 days
- Broader coverage
- Simply Wall St19 vs 10 categories
- Mobile app
- Simply Wall St
- Desktop app
- Wisesheets
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $120/yr | From $60/yr |
Free tier | Yes | No |
Free trial | 7 days | — |
Plan limits | 15 limits: Free: company reports per month: 5, Free: portfolios: 1 +13 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | Yes | Yes |
Integrations | Plaid, SnapTrade +6 more | Google Sheets, Microsoft Excel +1 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Long-term Investors +3 more | Retail Traders, Pro Retail +4 more |
Categories covered | 19 | 10 |
Regions | North America, Europe, APAC, Africa | — |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | — |
Data partners | S&P Global Market Intelligence | — |
Capabilities | 6 signals: Universe builder, Broker sync +4 more | 3 signals: Universe builder, Greeks +1 more |
Security | Encryption at rest and Encryption in transit | — |
| Try it | Visit Simply Wall St | Visit Wisesheets |
Where each one shines
What Simply Wall St and Wisesheets each do best.ShowHide
Where each one shines
What Simply Wall St and Wisesheets each do best.What Simply Wall St does best
- Visual reports cover valuation, future growth, past performance, financial health, and dividends for stocks in more than 90 markets.
- Snowflake reports link a five-part visual score to detailed sections, financials, risks, methodology, and source data.
- Curated lists cover undervalued companies, dividend stocks, insider buying, sectors, industries, and investment themes.
- The screener filters by market, industry, value, growth, income, risk, and other fundamental measures.
- Portfolio dashboards show market-relative performance, diversification, sector and region exposure, and holding fundamentals.
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.
Every detail we compared
Every tracked attribute for Simply Wall St and Wisesheets, side by side.ShowHide
Every detail we compared
Every tracked attribute for Simply Wall St and Wisesheets, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksETFsMutual FundsOptionsCryptosCurrenciesCommoditiesFutures+1 more |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersLong-term InvestorsValue InvestorsGrowth InvestorsDividend Investors | Retail TradersPro RetailLong-term InvestorsValue InvestorsAnalystsStudents/Researchers |
Regions | North AmericaEuropeAPACAfrica | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
Pricing sources | Vendor | Not specified |
Data partners | S&P Global Market Intelligence | Not specified |
| Access & integrations | ||
Import methods | BrokerOAuthCSVManual | Not specified |
Integrations | PlaidSnapTradeRobinhoodFidelityInteractive BrokersCharles SchwabE*TRADEVanguard | Google SheetsMicrosoft ExcelSnapTrade |
Export formats | ExcelPDF | Not specified |
| Plans & trust | ||
Security & compliance | Encryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncPortfolio attributionTax lotsMulti-currencyCost basis: FIFO | Universe builderGreeksBroker sync |
Vendor & support | Simply Wall Street Pty LtdCountry: AustraliaFounded 2014Support: Email | Wisesheets Inc.Support: Email, Chat, and Forum |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freecompany reports per month: 5 · portfolios: 1 · +3 more | — |
| Entry paid plan | $120/yr≈ $10/mo“Premium”company reports per month: 30 · portfolios: 3 · +3 more | $60/yr≈ $5/mo“Pro” |
| Top plan | $240/yr≈ $20/mo“Unlimited”company reports per month: Unlimited · portfolios: Unlimited · +3 more | $120/yr≈ $10/mo“Elite” |
| Custom / enterprise | — | Contact sales“Enterprise” |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between Simply Wall St and Wisesheets?
Simply Wall St leans toward stock ideas, screeners, and data visualizations, while Wisesheets puts more weight on sheets / excel add-ins, screeners, and portfolio. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
Is Simply Wall St or Wisesheets free to use?
Simply Wall St has a free tier, so you can get started without paying anything. Wisesheets is paid-only. If budget matters, start with Simply Wall St and see how far it takes you before opening your wallet.
Can I use Simply Wall St or Wisesheets on my phone?
Simply Wall St 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 Simply Wall St or Wisesheets?
It depends on what you're after. Pick Simply Wall St if stock ideas and data visualizations matter to you; go with Wisesheets if you'd rather have sheets / excel add-ins and analyst forecasts. And if you only need the basics both share, let price decide.
What asset classes do Simply Wall St and Wisesheets cover?
Both cover stocks and ETFs. Wisesheets adds mutual funds, options, and cryptos on top.
Can I export data from Simply Wall St and Wisesheets?
Simply Wall St exports to Excel. Wisesheets is stingier about getting data out.
Can Simply Wall St or Wisesheets connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Are Simply Wall St and Wisesheets good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: Simply Wall St or Wisesheets?
Both Simply Wall St 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 Simply Wall St or Wisesheets?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Feedback
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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.