Audience
Individual investors, financial analysts and researchers, developers and software engineers, financial advisors and investment firms, AI developers and automation specialists, and business and enterprise teams.
About Wisesheets
Wisesheets is financial data software for individual investors, analysts, developers, and investment businesses. Its add-ins for Microsoft Excel and Google Sheets retrieve company financial statements, valuation metrics, dividends, stock prices, and other market data into spreadsheet models. A REST API provides structured financial datasets for applications and automated workflows, while direct connectors and an MCP server make data available to compatible AI assistants for company research and screening. Wisesheets also offers SQL access to a financial database for querying securities, historical statements, prices, and metrics. Users can build comparisons, screeners, dashboards, valuation models, and portfolio research workflows, and can trace reported financial figures to source filings where available. Data availability and commercial-use rights vary by product and plan.
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Pricing
Starting Price:
$0
Pricing Details:
The API free tier includes 5,000 requests/month. API Pro costs $180.12/year and API Elite costs $369.72/year when billed annually. Spreadsheet Pro costs $60/year and Spreadsheet Elite costs $120/year. These plans are licensed for individual use; Enterprise pricing is custom and includes commercial-use licensing.
Free Version:
Free Version available.
Company Information
Wisesheets
Founded: 2020
Canada
www.wisesheets.io
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Product Details
Platforms Supported
Cloud
Windows
Mac
Training
Not Offered
Support
Not Offered
Wisesheets Frequently Asked Questions
Q: What kinds of users and organization types does Wisesheets work with?
Wisesheets works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Wisesheets support in their product?
Wisesheets supports these languages: English.
Q: What kind of support options does Wisesheets offer?
Wisesheets offers support via not offered.
Q: What other applications or services does Wisesheets integrate with?
Wisesheets integrates with: ChatGPT, Claude, Microsoft Excel, Google Sheets, Model Context Protocol (MCP), and Perplexity.
Q: Does Wisesheets have an API?
Yes, Wisesheets has an API.
Q: What type of training does Wisesheets provide?
Wisesheets provides training in the form of not offered.
Q: How much does Wisesheets cost?
Pricing for Wisesheets starts at $0.
