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What is Wisesheets?
Wisesheets is a comprehensive spreadsheet add-on designed specifically for stock investors and financial analysts. It integrates seamlessly with both Google Sheets and Excel to provide instant access to a wide range of financial data, including stock financials, cryptocurrency information, FOREX rates, and options data. The tool eliminates the need for manual data collection and updating by offering real-time and historical financial information through simple functions.
The platform connects with over 30 top financial institutions via SnapTrade, allowing users to access portfolio information across multiple brokerage accounts in a single view. With coverage of 50+ global stock exchanges and 30 years of historical financial data, Wisesheets enables users to perform detailed financial analysis, build custom screeners, and create personalized models with minimal effort.
Features
- Live & Historical Price Data: Access real-time and historical stock quotes across multiple exchanges
- Stock Financials: Complete financial statements, key metrics, and standardized reporting data
- Brokerage Integration: Connect with 30+ financial institutions to view portfolio positions and performance
- Options Data: Comprehensive options chain information including Greeks and volatility metrics
- ETF/Fund Data: Comparison and tracking tools for exchange-traded funds and mutual funds
- Dividend Information: Dividend payments, yields, and historical distribution data
- Analyst Estimates: EPS and revenue forecasts from financial analysts
- Custom Screener Functionality: Build personalized stock screeners with live data updates
Use Cases
- Automating financial data collection for investment research
- Building custom stock screeners with real-time metrics
- Creating financial models with historical and current data
- Consolidating portfolio information from multiple brokerage accounts
- Performing comparative analysis across thousands of stocks
- Tracking dividend payments and yields for income investing
- Analyzing options chains for trading strategies
- Monitoring ETF performance and composition changes
FAQs
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What exchanges does Wisesheets cover?
Wisesheets covers 50+ global exchanges including NYSE, NASDAQ, LSE, XETRA, TSX, ASX, HKSE, and many others across North America, Europe, Asia, and Australia. -
What data is available through the Wisesheets add-in?
The add-in provides access to live and historical price data, complete financial statements, key metrics, dividend information, analyst estimates, ETF/fund data, options chains, and portfolio information from connected brokerage accounts. -
Where does the financial data come from?
Financial data is obtained from company financial reports and standardized according to the XBRL US GAAP Taxonomy Preparers Guide for consistency and accuracy. -
What versions of Excel are supported?
The Excel add-in works on both MacOS and Windows versions where the add-in store is available, including Excel Online. Office 365 subscription is recommended for optimal performance. -
Can I use Wisesheets with Google Finance?
Yes, Wisesheets can be used alongside Google Finance functions to provide comprehensive financial information within your spreadsheets.
