>_ Wisesheets
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.
best for
investors building custom screening models or dumping years of financials and key metrics without manual copy-paste
typical workflow position
screening→research→monitoring
[ add to browser → ]browser extension
key feature30 years of historical financials plus live data via spreadsheet add-on
asset classMulti-asset
functionData & APIs, Research
pricing$-$$$
modelsubscription
added3mo ago
upvotes0
viaextension, web
instrumentsStocks, ETFs, Mutual Funds, Options
regionsGlobal
audienceretail
user baseRetail, Hedge Fund, Family Office
pricing
verified Jun 2026
Pro Plan$60 USD per year
Elite Plan$120 USD per year
Enterprise$900 USD per year
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