About
Wisesheets is the ultimate financial data add-on for Google Sheets and Excel, purpose-built for stock investors, analysts, and portfolio managers. It removes the tedious work of copy-pasting and manually updating financial data by delivering instant, structured access to a vast dataset covering millions of monthly data requests across thousands of stocks, ETFs, and global exchanges. With Wisesheets, users can pull up to 30 years of historical financial statements in seconds, build fully customized stock screeners with live metrics, and populate proprietary investment models or templates using simple spreadsheet functions. The platform covers live and historical price quotes, income statements, balance sheets, cash flow data, dividend history, analyst EPS and revenue estimates, ETF fund data, and full options chains with greeks. A standout feature is Investments Connect, which links 30+ brokerage accounts—including Robinhood, Fidelity, Charles Schwab, TD Ameritrade, Interactive Brokers, and Coinbase—via SnapTrade, consolidating real-time positions, performance, and tax-ready data in one spreadsheet view. Trusted by professionals at over 1,000 firms—including hedge fund managers, Deloitte consultants, CPAs, and campus investment groups—Wisesheets is praised for its data depth, multi-decade historical coverage, and responsive customer support. It's ideal for value investors, financial analysts, and anyone who wants institutional-grade data without leaving their spreadsheet environment.
Key Features
- Real-Time & Historical Financial Data: Access live quotes, up to 30 years of financial statements, dividends, and key metrics directly in your spreadsheet with a single function call.
- Custom Stock Screener Builder: Build your own screener with any combination of live metrics across thousands of stocks and ETFs, refreshable with one click.
- Options Data & Analyst Estimates: Pull full options chains with greeks and access analyst EPS and revenue estimates to support advanced investment strategies.
- Investments Connect – Brokerage Integration: Connect 30+ brokerage accounts via SnapTrade to view real-time positions, portfolio performance, and tax-ready data in a single spreadsheet.
- Custom Model & Template Population: Use Wisesheets' custom spreadsheet functions to instantly populate proprietary financial models and valuation templates with historical or live data.
Use Cases
- Building custom stock valuation models in Excel or Google Sheets using real-time and historical financial data without manual data entry.
- Creating a personal stock screener to compare thousands of companies across custom metrics and update it with a single click.
- Tracking dividend income history and yields across an entire portfolio for income-focused investment strategies.
- Consolidating brokerage account positions, performance, and tax data from multiple institutions into a single spreadsheet view.
- Conducting ETF and fund research by pulling and comparing key performance metrics, holdings, and historical data directly in a spreadsheet.
Pros
- Dual Platform Support: Works seamlessly with both Google Sheets and Excel, making it accessible to investors regardless of their preferred spreadsheet tool.
- Extensive Data Coverage: Covers stocks, ETFs, crypto, FOREX, options, and more across global exchanges, with up to 30 years of historical financial data.
- Brokerage Account Aggregation: The Investments Connect feature consolidates portfolio data from 30+ institutions in one place, saving significant time for multi-account investors.
- Trusted by Finance Professionals: Used at 1,000+ firms including hedge funds and consulting firms, with strong reviews for data accuracy and customer support quality.
Cons
- Subscription Required: Wisesheets operates on a paid annual subscription model ($60/year), with only a limited free trial—there is no permanent free tier.
- Spreadsheet-Bound Workflow: All functionality is delivered inside Google Sheets or Excel, which may not suit users who prefer standalone dashboards or web-based analytics platforms.
- Learning Curve for Custom Functions: Getting the most out of Wisesheets requires familiarity with its proprietary spreadsheet functions, which may take time for beginners to master.
Frequently Asked Questions
What platforms does Wisesheets work with?
Wisesheets is available as an add-on for both Google Sheets (web-based) and Microsoft Excel (desktop), and a single subscription covers access to both platforms.
How much historical financial data is available?
Wisesheets provides up to 30 years of historical financial statements, including income statements, balance sheets, and cash flow data for thousands of stocks globally.
Can I connect my brokerage account to Wisesheets?
Yes. Through the Investments Connect feature, Wisesheets integrates with 30+ brokerage and financial institutions—including Robinhood, Fidelity, Schwab, and Coinbase—via SnapTrade, bringing your real-time portfolio data into your spreadsheet.
Is there a free trial available?
Yes, Wisesheets offers a free trial that can be started with an email or Google account. Paid plans also come with a 14-day money-back guarantee.
What types of data can I access with Wisesheets?
Wisesheets covers live and historical stock prices, financial statements, key metrics, dividend data, analyst estimates, ETF/fund data, options chains with greeks, cryptocurrency data, and FOREX rates.
