>_ alternatives to Wisesheets
11 data & apis tools that do a similar job to Wisesheets, with the facts side-by-side.
See full data, pricing and features on the Wisesheets profile page.
the tool you're replacing
Wisesheets— Provides real-time and historical financial data for stocks, ETFs, options, and crypto directly in Excel and Google Sheets through custom functions and statement dumps
Multi-assetData & APIs$-$$$· 30 years of historical financials plus live data via spreadsheet add-on
spreadsheet add-on for excel and google sheets delivering 30 years of historical financial statements, live price data, options greeks, etf holdings, dividend info, and analyst estimates via custom functions. connects to 30+ brokerages (robinhood, fidelity, schwab, td ameritrade, etrade, interactive brokers, vanguard, coinbase) to pull portfolio positions and performance into sheets. uses the same ticker system as yahoo finance.
| tool | best for | pricing | plans | who uses it |
|---|---|---|---|---|
| Wisesheets (this tool) | investors building custom screening models or dumping years of financials and key metrics without manual copy-paste | $-$$$ | Pro Plan $60 USD per year · Elite Plan $120 USD per year · Enterprise $900 USD per year | Retail, Hedge Fund, Family Office |
| ROIC AI | investors who want comprehensive historical financials and ROIC-focused fundamental analysis in one place, and developers building applications with a financial data API. | FREE-$ free tier | Free $0/mo · Individual $21/mo billed annually · Professional $74/mo billed annually · Professional (monthly) $89/mo · Enterprise custom pricing | Retail |
| Daloopa | public equity analysts at hedge funds, mutual funds, investment banks, and equity research shops building and updating three-statement models. | FREE-CALL free tier | — | Hedge Fund, Mutual Fund, Investment Bank |
| Fontics | investment banking, private equity, real estate, project finance, private credit, and equity research professionals structuring and reviewing deals in excel | $-$$ | Focused (Plus) $15/month · Transactions (Plus) $35/month · Institutional (Plus) $65/month | Investment Bank, Private Equity |
| Financial Datasets | ai financial agents, quantitative research platforms, portfolio management systems, and event-driven trading infrastructure | FREE-CALL free tier | Credits $20 one-time · Developer $200/mo · Pro $2,000/mo · Enterprise contact us | Hedge Fund, RIA, Mutual Fund, Investment Bank |
| xfinlink | developers and researchers building factor backtests, screening systems, or equity analysis pipelines who need survivorship-bias-free data and standardized field names. | FREE-$$ free tier | — | — |
| Massive | developers and firms building applications that require live market data feeds or historical datasets for backtesting and analysis. | FREE-CALL free tier | Free Tier instant access | Hedge Fund, Mutual Fund, Investment Bank |
| Tracelight | management consultants, investment bankers, private equity professionals, and asset managers building excel models | FREE-$$ free tier | Free Trial Limited generations, 3 error-checking runs · Pro $40/month · Max $200/month · Enterprise Contact Sales | Investment Bank, Private Equity, Mutual Fund, Hedge Fund |
| FinImpulse | data teams, developers, and analysts needing consistent financial datasets across global markets via api or dashboard | $-$$$ | Basic $25/mo · Premium $47/mo · Expert $118/mo | Retail, RIA, Hedge Fund |
| Finsheet | investors and traders who work in Excel or Google Sheets and need institutional-grade historical/live market data without coding | FREE-$$$ free tier | Free $0/mo · Basic $20/mo · Plus $45/mo · Pro $90/mo | Retail, RIA, Hedge Fund |
| Fiscal AI | users seeking natural-language access to s&p-grade company financials and segment metrics | FREE-$$ free tier | — | — |
| Stock Analysis | individual investors seeking accurate, fast, ad-light fundamental data and screening tools | FREE-$ free tier | — | Retail |
free alternatives to Wisesheets
- ROIC AI — investors who want comprehensive historical financials and ROIC-focused fundamental analysis in one place, and developers building applications with a financial data API. · Free $0/mo · Individual $21/mo billed annually · Professional $74/mo billed annually · Professional (monthly) $89/mo · Enterprise custom pricing
- Daloopa — public equity analysts at hedge funds, mutual funds, investment banks, and equity research shops building and updating three-statement models.
- Financial Datasets — ai financial agents, quantitative research platforms, portfolio management systems, and event-driven trading infrastructure · Credits $20 one-time · Developer $200/mo · Pro $2,000/mo · Enterprise contact us
- xfinlink — developers and researchers building factor backtests, screening systems, or equity analysis pipelines who need survivorship-bias-free data and standardized field names.
- Massive — developers and firms building applications that require live market data feeds or historical datasets for backtesting and analysis. · Free Tier instant access
- Tracelight — management consultants, investment bankers, private equity professionals, and asset managers building excel models · Free Trial Limited generations, 3 error-checking runs · Pro $40/month · Max $200/month · Enterprise Contact Sales
- Finsheet — investors and traders who work in Excel or Google Sheets and need institutional-grade historical/live market data without coding · Free $0/mo · Basic $20/mo · Plus $45/mo · Pro $90/mo
- Fiscal AI — users seeking natural-language access to s&p-grade company financials and segment metrics
- Stock Analysis — individual investors seeking accurate, fast, ad-light fundamental data and screening tools
Wisesheets alternatives for other asset classes
- Financial Datasets (Equities) — ai financial agents, quantitative research platforms, portfolio management systems, and event-driven trading infrastructure · Credits $20 one-time · Developer $200/mo · Pro $2,000/mo · Enterprise contact us
- xfinlink (Equities) — developers and researchers building factor backtests, screening systems, or equity analysis pipelines who need survivorship-bias-free data and standardized field names.
- Massive (Equities) — developers and firms building applications that require live market data feeds or historical datasets for backtesting and analysis. · Free Tier instant access
- ROIC AI— Financial analysis platform with 30+ years of statements, transcripts, screener, and a powerful API for 60k+ tickers.
- Daloopa— AI-extracted, audit-ready financial data for 5,500+ global tickers — every number hyperlinked to its primary source for one-click verification.
- Fontics— Runs scenario analysis, sensitivity analysis, Monte Carlo simulations, and financial diligence workflows inside Microsoft Excel for investment banking and private equity deal modelingMulti-assetResearch$-$$· deterministic Excel add-in for combined scenario optimization across variable drivers
- Financial Datasets— Stock-market data API built for AI agents — financials, SEC filings, KPIs, insider trades, and analyst estimates across 17,000+ tickers and 30+ years of history.
- xfinlink— Financial data API service focused on providing structured market and fundamentals data for developers.EquitiesData & APIsFREE-$$· Financial data API access for equities-focused datasets intended for programmatic use.
- Massive— A data infrastructure platform that provides real-time and historical financial market data through APIs, including stocks, options, crypto, and other trading instruments.EquitiesData & APIsFREE-CALL· LLM-friendly financial data API that exposes real-time and historical market data through simple natural-language.
- Tracelight— Provides an AI assistant for building financial models in Excel through natural language commands, error checking, automated formatting, and workflow automation.
- FinImpulse— Provides global financial data for stocks, ETFs, and mutual funds via REST API and dashboard across 97 markets with 56 years of historical pricing, fundamentals, holdings, analyst data, and options chains
- Finsheet— Provides 30+ years of market data, stock fundamentals, and ETF holdings via Excel and Google Sheets add-ons with real-time streaming capability.
- Fiscal AI— Conversational AI research over institutional-grade financials for 100k+ global companies, powered by S&P Market Intelligence.
- Stock Analysis— Free financial statements, ratios, and screeners for 130k+ global stocks, ETFs, and funds — clean, fast, ad-light.