Stockcircle vs Wisesheets comparison

Stockcircle focuses on Investor Holdings, 13F, and Insider Data 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.

Stockcircle offers a free tier that lets you get started without paying, while Wisesheets requires a subscription. If budget is a concern, start with Stockcircle and upgrade later if you need more advanced features.

Both platforms target experienced investors. If you're just starting out, expect a learning curve with either option.

Choose Stockcircle if you need Tracks "investment guru" holdings and transactions using SEC-reported data (Form 13F + insider Forms 3/4) and provides holdings lists + transaction history., and Shows estimated purchase prices for guru transactions (based on average stock price in the reporting period).. 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, ETFs, and Other. Stockcircle also includes Bonds. Wisesheets adds coverage for Mutual Funds, Options, Cryptos, Currencies, Commodities, and Futures.

Yes, both platforms cater to long-term investors with fundamental analysis tools, valuation metrics, and portfolio tracking features.

Both Stockcircle and Wisesheets include stock screeners. Try each to see which filtering options and interface you prefer.

Wisesheets offers portfolio tracking features. Stockcircle is more focused on research and analysis.