Wall St. Rank adds Institutional Data, 13F, Investor Holdings, Analyst Price Targets, Analyst Recommendations, News, News Sentiment, and Data APIs coverage that Wisesheets skips.
VOL. XCIV, NO. 247
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Sunday, December 7, 2025
Tool Comparison
Wall St. Rank vs Wisesheets comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Wisesheets includes Sheets / Excel Add-ins, Screeners, Financials, Options, ETF Overview, Portfolio, Broker Connectors, and Education categories that Wall St. Rank omits.
In depth comparison
Wall St. Rank
wallstrank.com
Fund‑ and analyst‑consensus explorer with an API. Core pillars: 13F‑based fund portfolios & trends (incl. new/closed/increased/reduced positions and calls/puts), analyst ratings & price‑target feed with firm/analyst profiles, news sentiment views, plus a quarterly ‘Fund Manager Index.’ Strong for event‑ and consensus‑driven equity research; not a broker/execution or factor backtesting tool.
Categories
Platforms
WebAPI
Pricing
Subscription
Quick highlights
- Fund Manager Portfolios: browse holdings & stats for the largest funds and ‘superinvestors’ across quarters (AUM filters, turnover, holdings counts).
- Fund Trends: aggregate ‘common fund bets,’ largest buys/sells, and options exposures (calls/puts) derived from filings.
- Analyst Intelligence: live ratings & price‑target feed; analyst and research‑firm profiles; ‘Analyst Upside’ consensus views.
- WSR Indexes: a Fund Manager Index rebalanced the day after the 46th‑day 13F deadline; Analyst Index ‘coming soon’.
- Rankings pages for stocks/ETFs (e.g., market cap, price movers) and news sentiment visualizations.
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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
WebDesktop
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.
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Where they differ
Wall St. Rank
Distinct strengths include:
Institutional Data13FInvestor HoldingsAnalyst Price TargetsAnalyst RecommendationsNewsNews SentimentData APIs
- Fund Manager Portfolios: browse holdings & stats for the largest funds and ‘superinvestors’ across quarters (AUM filters, turnover, holdings counts).
- Fund Trends: aggregate ‘common fund bets,’ largest buys/sells, and options exposures (calls/puts) derived from filings.
- Analyst Intelligence: live ratings & price‑target feed; analyst and research‑firm profiles; ‘Analyst Upside’ consensus views.
- WSR Indexes: a Fund Manager Index rebalanced the day after the 46th‑day 13F deadline; Analyst Index ‘coming soon’.
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 | Wall St. Rank | Wisesheets |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Analyst Forecasts Unique: Institutional Data, 13F, Investor Holdings, Analyst Price Targets, Analyst Recommendations, News, News Sentiment, Data APIs | Shared: Analyst Forecasts Unique: Sheets / Excel Add-ins, Screeners, Financials, Options, ETF Overview, Portfolio, Broker Connectors, Education |
Asset types Supported asset classes and universes | Stocks, ETFs, Options | Stocks, ETFs, Mutual Funds, Options, Currencies, Commodities, Cryptos |
Experience levels Who each product is built for | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, API | Web, Desktop |
Pricing High-level pricing models | 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 Wall St. Rank and Wisesheets both support?
Both platforms cover Analyst Forecasts workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Wall St. Rank and Wisesheets require subscriptions?
Neither platform maintains a free tier. Budget for a subscription to unlock the research coverage highlighted in this comparison.
How can you access Wall St. Rank and Wisesheets?
Both Wall St. Rank 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?
Wall St. Rank differentiates itself with Fund Manager Portfolios: browse holdings & stats for the largest funds and ‘superinvestors’ across quarters (AUM filters, turnover, holdings counts)., Fund Trends: aggregate ‘common fund bets,’ largest buys/sells, and options exposures (calls/puts) derived from filings., and Analyst Intelligence: live ratings & price‑target feed; analyst and research‑firm profiles; ‘Analyst Upside’ consensus views., 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..
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Stay on top of related tools
Browse the categories and profiles that overlap most with this comparison to round out your shortlist.
Related categories
Follow the same themes these tools compete in.
Analyst Forecasts
See all tools covering this theme.
Institutional Data
See all tools covering this theme.
13F
See all tools covering this theme.
Investor Holdings
See all tools covering this theme.
Analyst Price Targets
See all tools covering this theme.
Analyst Recommendations
See all tools covering this theme.
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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.