VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Sunday, May 31, 2026
Tool Comparison · Sunday, May 31, 2026
Statfolio vs Wisesheets
Statfolio vs Wisesheets: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.
Statfolio
statfolio.net
Best for splits, and news
- Pricing
- Free • Paid plans available
- Platforms
- Web, Mobile
Wisesheets
wisesheets.io
Best for sheets / excel add-ins, and screeners
- Pricing
- From $60/yr
- Platforms
- Web, Desktop, Other
Outbound links may include affiliate or sponsor codes.
Comparison snapshot
Who should choose which?
Choose
Statfolio if…
- You want to start free before paying
- You need a mobile app for on-the-go research
- You need manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
- You need daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
Choose
Wisesheets if…
- You’re a long-term or value-focused investor
- You need excel + google sheets add-on with custom functions (wise, wiseprice, wisefunds, wiseoptions) and a “statement dump” ui to pull statements/metrics into spreadsheets.
- You need data categories include financial statements, key metrics, growth metrics, dividend history, analyst estimates, price targets, live & historical price data, company profile, and etf/fund data.
- You need options chain data via wiseoptions (supports greeks and historical snapshots via a date parameter); a march 2026 company announcement says pro now includes full options-chain coverage.
Consider alternatives if…
- You want broader category coverage in one tool.
- Neither pricing tier fits your budget.
Side-by-side feature breakdown
| Attribute | Statfolio | Wisesheets |
|---|---|---|
Asset types | StocksETFs | StocksETFsMutual FundsOptionsCryptosCurrenciesCommoditiesFuturesOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPAC | Not specified |
Data freshness | End of Day | Not specified |
API access | Not specified | Not specified |
Export formats | Not specified | Not specified |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
Statfolio
$10/mo
Starting price
Plans & pricing
Tool
Wisesheets
$5/mo
Starting price
Plans & pricing
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Wisesheets only.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between Statfolio and Wisesheets?
Statfolio focuses on Portfolio, Dividends, and Splits while Wisesheets specializes in Sheets / Excel Add-ins, Screeners, and Portfolio. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
Is Statfolio or Wisesheets free to use?
Statfolio offers a free tier that lets you get started without paying, while Wisesheets requires a subscription. If budget is a concern, start with Statfolio and upgrade later if you need more advanced features.
Can I use Statfolio or Wisesheets on my phone?
Statfolio has a mobile app so you can check your research on the go. Wisesheets is web-only, so you'll need a browser to access it from mobile devices.
Should I choose Statfolio or Wisesheets?
Choose Statfolio if you need Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts., and Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.. Go with Wisesheets if Excel + Google Sheets add-on with custom functions (WISE, WISEPRICE, WISEFUNDS, WISEOPTIONS) and a “statement dump” UI to pull statements/metrics into spreadsheets., and Data categories include financial statements, key metrics, growth metrics, dividend history, analyst estimates, price targets, live & historical price data, company profile, and ETF/fund data. better fits how you invest.
What asset classes do Statfolio and Wisesheets cover?
Both cover Stocks, and ETFs. Wisesheets adds coverage for Mutual Funds, Options, Cryptos, Currencies, Commodities, Futures, and Other.
Which has a better stock screener—Statfolio or Wisesheets?
Wisesheets includes a stock screener for finding investment ideas. Statfolio focuses on other analytical tools.
Can I track my portfolio with Statfolio or Wisesheets?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.