Introduction
Wisesheets provides standardized, affordable financial data for spreadsheets, APIs, AI connectors, and SQL. It helps investors, developers, and AI agents access accurate stock data at scale without high costs.
What is Wisesheets?
Wisesheets is a financial data platform that delivers institutional-grade information through multiple tools. It solves the problem of expensive, fragmented data sources by offering a single, standardized schema across 80K+ securities and 50+ global exchanges. Users can pull 30+ years of financial statements, ratios, and price data directly into Excel or Google Sheets, query the database with SQL, or connect AI agents to cited filings. Wisesheets matters because it makes reliable financial data affordable and accessible for individual investors, development teams, and automated research workflows. The platform handles over 400 million requests per month, proving its scale and reliability.
Key Features of Wisesheets
Spreadsheets Add-on
Access 30+ years of financial statements, ratios, and price data inside Excel and Google Sheets. Build templates and screen thousands of stocks in one view using simple formulas like =WISE("MSFT", "Revenue", 2025).
Financial Data API
Retrieve clean, standardized JSON for fundamentals and prices. The batch API supports up to 1,000 companies per request, attaches XBRL citations to every value, and delivers new filings in about 15 minutes.
AI Connectors
Give ChatGPT or Claude access to real financial data with source filings. Use AI agents to screen stocks, research companies, and generate cited answers for investment analysis.
Direct SQL Database
Query the full universe of securities with native SQL commands. Access 50+ exchanges and 30+ years of history without complex API calls, using any SQL client.
Brokerage Sync and Templates
Connect to 30+ brokers and institutions to sync portfolios. Use pre-built templates or create custom screens for comparing metrics across thousands of stocks.
Use Cases for Wisesheets
Individual Investors
Pull institutional-grade financial data into personal spreadsheets for stock research, portfolio tracking, and valuation models. Compare metrics across global exchanges without manual copy-pasting.
Developers
Build applications with a simple API, SDKs, and clear documentation. Integrate standardized financial statements and price data into fintech tools, dashboards, or automated reporting systems.
Financial Advisors
Power client reports, portfolio analysis, and market research with reliable data. Sync brokerage accounts and generate consistent financial summaries across multiple clients.
AI Research Agents
Equip AI agents with numbers they can cite. Automate company research, screen thousands of stocks by criteria, and analyze investments using real filings linked to every data point.
How to Use Wisesheets
- Choose your product – Start with the spreadsheets add-on, API, AI connector, or SQL database based on your workflow.
- Install or connect – For spreadsheets, install the Excel or Google Sheets add-on. For API/SQL, generate an API key or connect to the database endpoint.
- Pull financial data – Use simple formulas like
=WISE(ticker, metric, year)in spreadsheets, or send API requests with tickers and metrics. - Screen and analyze – Build templates, compare thousands of stocks, or let AI agents research companies with cited data.
- Scale as needed – Add other Wisesheets products when your needs grow, all using the same standardized schema.
Target Audience for Wisesheets
- Individual investors and traders
- Financial advisors and analysts
- Software developers and data engineers
- AI researchers and agent builders
- Enterprise teams needing affordable financial data
Is Wisesheets Free?
Wisesheets offers a free tier and affordable paid plans. Pricing varies by product (spreadsheets, API, AI connectors, SQL database). A free tier is available for the API, and paid plans scale with usage. For exact details, visit the official Wisesheets pricing page.
| Plan | Price | Features |
|---|---|---|
| Free | $0 | Limited API requests, basic spreadsheets access |
| Paid | Affordable (varies) | Higher limits, full API, SQL access, AI connectors, brokerage sync |
Wisesheets's Pros and Cons
| Aspect | Pros | Cons |
|---|---|---|
| Pricing | Affordable compared to traditional data providers; free tier available | Exact pricing not listed publicly; requires contact or site visit |
| Features | Covers spreadsheets, API, AI, and SQL in one platform; 30+ years history; XBRL citations | Learning curve for SQL or API if unfamiliar |
| Data Coverage | 80K+ securities, 50+ exchanges, 400M+ monthly requests | No real-time streaming data mentioned |
| Usability | Simple spreadsheet formulas; AI connectors for natural language | AI connectors require separate ChatGPT/Claude subscriptions |
Frequently Asked Questions about Wisesheets
What is Wisesheets used for?
Wisesheets is used to access standardized financial data for stock research, portfolio analysis, app development, and AI-driven investment workflows. It works across spreadsheets, APIs, and SQL databases.
Does Wisesheets work with Google Sheets and Excel?
Yes. The spreadsheets add-on supports both Google Sheets and Excel, allowing users to pull financial statements, ratios, and price data with simple formulas.
What data does Wisesheets cover?
Wisesheets covers 80K+ securities across 50+ global exchanges, including 30+ years of financial statements, ratios, price data, and SEC filings with XBRL citations.
Is Wisesheets suitable for AI agents?
Yes. The AI connectors for ChatGPT and Claude let agents research companies, screen stocks, and generate answers with cited financial data from source filings.
How accurate is the financial data?
Wisesheets attaches source citations (e.g., SEC 10-K) to every value. New filings are available in about 15 minutes, and data is continuously updated from official sources.
Can I access Wisesheets via API?
Yes. The batch API returns clean JSON for fundamentals and prices, supports up to 1,000 companies per request, and includes source filings for every data point.
Wisesheets Tags
Wisesheets, financial data, stock data API, spreadsheets add-on, AI connectors, SQL database, fundamental analysis, Excel financial data, Google Sheets stocks, investment research, financial statements API, affordable financial data
