Statfolio vs Wisesheets comparison

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.

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.

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.

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.

Both cover Stocks, and ETFs. Wisesheets adds coverage for Mutual Funds, Options, Cryptos, Currencies, Commodities, Futures, and Other.

Wisesheets includes a stock screener for finding investment ideas. Statfolio focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.