Wisesheets Alternatives: what you keep, gain and lose
By Jay Rocco, Chief Editor, FullStack Alpha. Updated . Prices checked on each vendor's own site.
Wisesheets is an AI research and analysis tool known for pulling stock data into excel. These alternatives are matched on the features Wisesheets actually has, so each one shows what you keep, what you gain and what you give up if you switch.
5 of these 10 alternatives are free to start, the cheapest paid plan is $3.33/mo, and on average they cover 64% of what Wisesheets does.
Best Wisesheets alternatives
1. Perplexity Finance (Partial overlap, covers 60% of Wisesheets)
Perplexity's free finance hub: cited AI answers, earnings transcripts, SEC filings and plain-English screens.
You keep: Stock screener, Fundamentals, Portfolio tracking. You gain: AI chat assistant, News and sentiment, Insider and Congress trades, Crypto. You lose: Options analytics, Broker connection.
Watch out: Finance tools sit inside a general AI subscription, so the paid tiers are priced for general AI use.
Price: Free, paid from $17/mo. Wisesheets vs Perplexity Finance
2. FAST Graphs (Close replacement, covers 80% of Wisesheets)
Visual stock valuation tool that charts earnings against price for value investors
You keep: Stock screener, Fundamentals, Portfolio tracking, Broker connection. You gain: AI chat assistant, Charting. You lose: Options analytics.
Watch out: Basic limits you to 3 basic portfolios and fewer features than Premium.
Price: From $15.95/mo. Wisesheets vs FAST Graphs
3. Rallies.ai (Partial overlap, covers 60% of Wisesheets)
AI stock research app that links your brokerages, answers questions in plain English and runs monitoring agents.
You keep: Stock screener, Portfolio tracking, Broker connection. You gain: AI chat assistant, News and sentiment, MCP / AI connector, Alerts. You lose: Options analytics, Fundamentals.
Watch out: Everything is free today, so the business model and future pricing could change.
Price: Free plan. Wisesheets vs Rallies.ai
4. Simply Wall St (Close replacement, covers 80% of Wisesheets)
Visual stock analysis platform transforming financial data into intuitive AI-scored snowflakes.
You keep: Stock screener, Fundamentals, Portfolio tracking, Broker connection. You gain: AI chat assistant, Alerts, Global markets. You lose: Options analytics.
Watch out: Free plan caps reports at 5 a month and 10 holdings in one portfolio.
Price: Free plan. Wisesheets vs Simply Wall St
5. Invesst (Close replacement, covers 80% of Wisesheets)
AI search engine for investors with screening, automated valuation models and read-only brokerage links.
You keep: Stock screener, Fundamentals, Portfolio tracking, Broker connection. You gain: AI chat assistant, Price forecasts, Crypto. You lose: Options analytics.
Watch out: Paid pricing is not published and the product is browser-only.
Price: Free plan. Wisesheets vs Invesst
6. Finzer (Partial overlap, covers 60% of Wisesheets)
An AI stock research assistant that explains the numbers behind profits, growth, valuation, and ownership.
You keep: Stock screener, Fundamentals, Portfolio tracking. You gain: AI chat assistant, AI trade signals, Alerts. You lose: Options analytics, Broker connection.
Watch out: Free plan limits you to 5 years of financials, 20 AI prompts a month and 3 screeners.
Price: Free, paid from $9.99/mo. Wisesheets vs Finzer
7. YCharts (Partial overlap, covers 60% of Wisesheets)
Premium investment research platform enhanced with AI tools for advisors and wealth managers.
You keep: Stock screener, Fundamentals, Portfolio tracking. You gain: AI chat assistant, Charting, News and sentiment, MCP / AI connector. You lose: Options analytics, Broker connection.
Watch out: Pricing is quote based and aimed at advisors, so our listed $300 a month is unconfirmed.
Price: $300/mo. Wisesheets vs YCharts
8. Simply Safe Dividends (Partial overlap, covers 60% of Wisesheets)
Dividend safety scores and income tracking for dividend and retirement investors
You keep: Stock screener, Fundamentals, Portfolio tracking. You gain: Alerts. You lose: Options analytics, Broker connection.
Watch out: Billed annually only, so there is no monthly option.
Price: From $39/mo. Wisesheets vs Simply Safe Dividends
9. Profit AI (Different angle, covers 40% of Wisesheets)
AI chart analysis app: upload a chart, get a setup read checked against your own rules and trade journal.
You keep: Portfolio tracking, Broker connection. You gain: AI chat assistant, AI trade signals, Crypto. You lose: Stock screener, Options analytics, Fundamentals.
Watch out: No pricing on the website; prices come from the App Store listing and several price points are listed.
Price: From $3.33/mo. Wisesheets vs Profit AI
10. Barebone AI (Partial overlap, covers 60% of Wisesheets)
Mobile AI research terminal that answers stock questions using fundamentals, filings, insider and Congress trades.
You keep: Fundamentals, Portfolio tracking, Broker connection. You gain: AI chat assistant, AI trade signals, News and sentiment, Insider and Congress trades, Earnings calls. You lose: Stock screener, Options analytics.
Watch out: Price of the paid tier is not shown on the site and brokerage sync is read only.
Price: Not published. Wisesheets vs Barebone AI
Questions people ask
What is the best alternative to Wisesheets?
FAST Graphs is the closest replacement, covering 80% of Wisesheets's core features. Perplexity Finance has the highest Directory Rank of the group if you want an all-round upgrade.
Is there a free alternative to Wisesheets?
Yes. Perplexity Finance has a free plan and keeps 3 of Wisesheets's 5 core features. 5 alternatives on this page are free to start.
What is the cheapest alternative to Wisesheets?
Profit AI starts at $3.33/mo, compared with $5/mo for Wisesheets. Prices were checked in Oct 2026.
Why do traders switch from Wisesheets?
Options data and the stronger screener need Elite at $120/yr. Needs spreadsheet skills
What does Wisesheets do that most alternatives miss?
Few alternatives here match its options analytics. If you rely on that, test any replacement before you cancel.