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index / Daloopa vs Wisesheets

>_ Daloopa vs Wisesheets

Daloopa and Wisesheets, side-by-side. Compare the facts below, then pick the one that fits your workflow.

Daloopa
Wisesheets
one-liner
AI-extracted, audit-ready financial data for 5,500+ global tickers — every number hyperlinked to its primary source for one-click verification.
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
best for
public equity analysts at hedge funds, mutual funds, investment banks, and equity research shops building and updating three-statement models.
investors building custom screening models or dumping years of financials and key metrics without manual copy-paste
key feature
>99% accurate, source-linked financials with Excel add-in
30 years of historical financials plus live data via spreadsheet add-on
who uses it
Hedge Fund, Mutual Fund, Investment Bank
Retail, Hedge Fund, Family Office
asset class
Multi-asset
Multi-asset
function
Data & APIs
Data & APIs, Research
strategies
Fundamental Analysis, Value Investing, Long-Term Investing
Fundamental Analysis, Value Investing, Quant / Systematic, Dividend Investing, Options Trading
workflow
Screening, Research, Valuation, Monitoring
Screening, Research, Monitoring
instruments
Stocks
Stocks, ETFs, Mutual Funds, Options
regions
Global
Global
pricing
FREE-CALL
$-$$$
plans
—
Pro Plan $60 USD per year · Elite Plan $120 USD per year · Enterprise $900 USD per year
free tier
yes
no
model
freemium
subscription
via
web, desktop, api, mcp
extension, web
audience
pro · hedge fund
retail
upvotes
0
0

Daloopa vs Wisesheets: key differences

  • Daloopa has a free tier; Wisesheets is $-$$$ (from Pro Plan $60 USD per year).
  • Only Daloopa is available via desktop, api, mcp.
  • Daloopa also covers valuation in the workflow.
  • Daloopa lists Mutual Fund, Investment Bank users; Wisesheets does not.
  • Wisesheets lists Retail, Family Office users; Daloopa does not.
  • Daloopa is tagged for long-term investing.
  • Wisesheets is tagged for quant / systematic, dividend investing, options trading.

about Daloopa

ai-extracted financial database covering 6,000+ global public companies with >99% accuracy and source-linking to filings, press releases, investor presentations, and transcripts. delivers fundamental data via data sheets, excel add-in, api, mcp server, and scout (an excel-native ai modeling agent). cuts 70% of time building new models and saves ~2 hours per ticker during earnings updates.

about 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.

Daloopa
AI-extracted, audit-ready financial data for 5,500+ global tickers — every number hyperlinked to its primary source for one-click verification.
[↗] visit daloopa.com
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
[↗] visit wisesheets.io

See full data, pricing and alternatives on the Daloopa profile page, or the Wisesheets profile page.

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