VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Tradervue and Wisesheets will find that Both Tradervue and Wisesheets concentrate on Portfolio, and Broker Connectors workflows, making them natural alternatives for similar investment research jobs. Tradervue leans into Risk Metrics (VaR/ES/Drawdown), Data Visualizations, and APIs & SDKs, which can be decisive for teams that need depth over breadth. Wisesheets stands out with Sheets / Excel Add-ins, Screeners, and Financials that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Tradervue vs Wisesheets
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Tradervue adds Risk Metrics (VaR/ES/Drawdown), Data Visualizations, and APIs & SDKs coverage that Wisesheets skips.
- Wisesheets includes Sheets / Excel Add-ins, Screeners, Financials, Analyst Forecasts, Options, ETF Overview, and Education categories that Tradervue omits.
- Tradervue highlights: Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute., TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold)., and Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers)..
- 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..
- Tradervue has a free tier, while Wisesheets requires a paid plan.
Tradervue
tradervue.com
A trading journal and analytics platform designed for active traders. The Free plan supports up to 30 grouped trades per month, while Silver and Gold plans unlock unlimited imports, broker syncing, advanced reporting, and CSV exports. Gold adds deeper features like Exit Analysis, liquidity reports, commissions/fees, and risk reporting in R units.
Platforms
Pricing
Quick highlights
- Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute.
- TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold).
- Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers).
- Import trades via CSV/XLSX templates or Broker Sync integrations with daily/near real-time updates.
- Free plan includes up to 30 grouped trades per month.
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).
Categories
Platforms
Pricing
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.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
Tradervue
Distinct strengths include:
- Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute.
- TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold).
- Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers).
- Import trades via CSV/XLSX templates or Broker Sync integrations with daily/near real-time updates.
Wisesheets
Distinct strengths include:
- 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
| Attribute | Tradervue | Wisesheets |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Portfolio, Broker Connectors Unique: Risk Metrics (VaR/ES/Drawdown), Data Visualizations, APIs & SDKs | Shared: Portfolio, Broker Connectors Unique: Sheets / Excel Add-ins, Screeners, Financials, Analyst Forecasts, Options, ETF Overview, Education |
Asset types Supported asset classes and universes | Stocks, ETFs, Options, Futures, Currencies | 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 | Web, Desktop |
Pricing High-level pricing models | Free, Subscription | Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Tradervue and Wisesheets both support?
Both platforms cover Portfolio, and Broker Connectors workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Tradervue offers a free entry point, while Wisesheets requires a paid subscription. Review the pricing table to see how the paid tiers compare.
How can you access Tradervue and Wisesheets?
Both Tradervue and Wisesheets prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.
What unique strengths set the two platforms apart?
Tradervue differentiates itself with Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute., TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold)., and Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers)., 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..
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.