VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 19, 2025

View StockopediaView Wisesheets Home My Collections

Head-to-head

Stockopedia vs Wisesheets comparison

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

Quick takeaways

Stockopedia adds Stock Ideas, Scores, Checklist, Data Visualizations, Analyst Recommendations, Analyst Price Targets, Watchlist, News, Alerts, Calendar, Blogs, and Newsletters coverage that Wisesheets skips.

Wisesheets includes Sheets / Excel Add-ins, Options, ETF Overview, and Broker Connectors categories that Stockopedia omits.

Stockopedia highlights: Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”, StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications., and Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars..

Wisesheets is known 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..

Stockopedia ships a mobile app. Wisesheets is web/desktop only.

Stockopedia logo

Stockopedia

stockopedia.com

Editor’s pick Hands-on review

Stockopedia is a stock research and screening platform best known for its StockRanks™ ratings and broad coverage across the UK, US, Europe, and Asia-Pacific. All plans include the same features; pricing is based on regional market access. Data comes primarily from Refinitiv, with fundamentals refreshed multiple times a day and recomputed after the close. Users get unlimited alerts, a 14-day free trial, and a 30-day money-back guarantee on the first payment.

Platforms

Web
Mobile

Pricing

Subscription

Quick highlights

  • Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”
  • StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications.
  • Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars.
  • Unlimited custom alerts on price moves or any screenable fundamental/technical rule, with delivery by email or in-app notification.
  • Charts include overlays and indicators such as Bollinger Bands, MACD, RSI, and Ichimoku, plus multi-symbol comparisons.

Community votes (overall)

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Wisesheets logo

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

Web
Desktop

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.

Community votes (overall)

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Overlap

Shared focus areas

5 overlaps

Mutual strengths include Screeners, Financials, and Analyst Forecasts plus 2 more areas.

Where they differ

Stockopedia

Distinct strengths include:

Stock Ideas
Scores
Checklist
Data Visualizations
Analyst Recommendations
Analyst Price Targets
Watchlist
News
  • Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”
  • StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications.
  • Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars.
  • Unlimited custom alerts on price moves or any screenable fundamental/technical rule, with delivery by email or in-app notification.

Wisesheets

Distinct strengths include:

Sheets / Excel Add-ins
Options
ETF Overview
Broker Connectors
  • 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

AttributeStockopediaWisesheets
Categories

Which research workflows each platform targets

Shared: Screeners, Financials, Analyst Forecasts, Portfolio, Education

Unique: Stock Ideas, Scores, Checklist, Data Visualizations, Analyst Recommendations, Analyst Price Targets, Watchlist, News, Alerts, Calendar, Blogs, Newsletters

Shared: Screeners, Financials, Analyst Forecasts, Portfolio, Education

Unique: Sheets / Excel Add-ins, Options, ETF Overview, Broker Connectors

Asset types

Supported asset classes and universes

Stocks, ETFs, Closed-End Funds

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

Subscription

Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”
  • StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications.
  • Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars.
  • Unlimited custom alerts on price moves or any screenable fundamental/technical rule, with delivery by email or in-app notification.
  • Charts include overlays and indicators such as Bollinger Bands, MACD, RSI, and Ichimoku, plus multi-symbol comparisons.
  • Export data from Screens and Folios to Excel or CSV for deeper analysis.

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

Yes

Not yet

Editor pick

Featured inside curated shortlists

Highlighted

Standard listing

Frequently Asked Questions

Which workflows do Stockopedia and Wisesheets both support?

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

Do Stockopedia and Wisesheets require subscriptions?

Neither platform maintains a free tier. Budget for a subscription to unlock the research coverage highlighted in this comparison.

Which tool has mobile access?

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

What unique strengths set the two platforms apart?

Stockopedia differentiates itself with Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”, StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications., and Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars., 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..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

Recommended tools

These profiles share overlapping coverage with both sides of this matchup.

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.