DIY Portfolio Manager
Tool for Excel that tracks investment portfolios with automatic stock quotes, FiFo calculations, and key performance indicators.
yaicoPrice not published
Wisesheets
by Wisesheets Inc.Microsoft 365Price not published
Retrieve stock financials, prices, metrics, dividends, and historical data in Excel with WISE and WISEPRICE functions.
PRICINGNot published
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
What it does
Wisesheets retrieves annual and quarterly financial statements, key metrics, growth metrics, prices, dividends, and historical stock and ETF data in Excel. WISE and WISEPRICE functions populate spreadsheet models with data for selected companies, tickers, dates, or periods. The add-in also provides templates, company and ticker search, real-time data, and data from more than 50 exchanges. A paid Wisesheets subscription and account are required.
Key capabilities
from the Microsoft Marketplace listingFinancial statement retrieval
Retrieves income statements, balance sheets, cash flow statements, and other financial data by company symbol and period.
Real-time stock data
Provides stock and ETF prices and live metrics including market capitalization, volume, exchange, EPS, and PE.
Historical price data
Retrieves historical open, close, volume, and related stock or ETF price data for a number of days or a specified date range.
Dividend data
Retrieves dividend amounts, declaration dates, and payment dates through the WISEPRICE function.
Spreadsheet functions
Uses WISE and WISEPRICE functions to populate spreadsheet models with stock data and financial metrics.
Stock data search
Supports searches for ticker symbols and company names within Wisesheets.
Spreadsheet templates
Provides templates including DCFs, stock trackers, and watchlists for Excel and Google Sheets.
Use cases
- Build custom stock dashboards, screeners, and discounted cash flow models from spreadsheet data.
- Compare companies across financials, key metrics, growth metrics, and trailing-twelve-month data.
- Analyze long-term and value-investing data across stocks and ETFs.
Who it's for
Wisesheets names long-term investors and value investors as intended users.
How it compares
Wisesheets, IEX Cloud Stock Data, DIY Portfolio Manager, Financial Modeling Prep, Lantern | Model, and data.ai on Excel all use an unknown pricing model and cloud deployment. Wisesheets was updated on Feb 2023; IEX Cloud Stock Data was updated on Jan 2023, DIY Portfolio Manager on Nov 2022, Financial Modeling Prep on May 2024, Lantern | Model on May 2026, and data.ai on Excel on Oct 2022.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Price not published | Cloud | |
| IEX Cloud Stock Data | Not in catalog | ||
| DIY Portfolio Manager | Price not published | Cloud | |
| Financial Modeling Prep | Price not published | Cloud | |
| Lantern | Model | Price not published | Cloud | |
| data.ai on Excel | Price not published | Cloud | |
In the catalog
446 plugins in Excel · Analytics
Price distribution: 8 free, 17 freemium, 142 paid, 279 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Excel
Deployment
Cloud
Pricing
Price not published
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What the vendor says
«With Wisesheets, you can forget about wasting hours collecting and organizing financial data for every stock you analyze. Using simple formulas, you can get the stock data you need for your analysis so you can easily compare and visualize hundreds of stocks at once in a simple view. Better yet, you can use pre-built …»