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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Equibles is an advanced platform that harnesses AI technology to provide comprehensive US stock-market data tailored for both investors and developers. It offers a wide array of resources including full-text search for SEC filings, transcripts from earnings calls, details on 13F institutional holdings, insider trading information, congressional trades, short interest metrics, and squeeze scores, along with macroeconomic data from FRED, CFTC, and CBOE, as well as valuation multiples and an efficient stock screener. All of this information is made accessible through an AI research assistant named ALVIS, a hosted Model Context Protocol (MCP) server, and a public REST API that is meticulously documented using OpenAPI standards. Users can benefit from a free tier that allows up to 100 API calls per day without requiring a credit card, making it an attractive option for those looking to explore stock data. Additionally, the platform's ease of use and powerful tools empower users to make informed investment decisions.

Description

Wisesheets is a financial data solution designed for individual investors, analysts, developers, and investment firms. Its Excel and Google Sheets add-ins facilitate the retrieval of financial statements, valuation metrics, dividends, stock prices, and other essential market data directly into spreadsheet models. A REST API is also available, offering structured financial datasets that support applications and automated workflows. Furthermore, the platform includes direct connectors and an MCP server, ensuring that data is accessible to compatible AI assistants for thorough company research and screening purposes. Additionally, Wisesheets provides SQL access to a comprehensive financial database, allowing users to query various securities, historical statements, prices, and metrics effectively. Users can create comparisons, screeners, dashboards, valuation models, and portfolio research workflows, and they can trace reported financial figures back to their original filings whenever possible. The availability of data and the rights for commercial use differ across various products and subscription plans, allowing users to choose options that best suit their needs. Ultimately, Wisesheets empowers users with the tools necessary for enhanced financial analysis and decision-making.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

Model Context Protocol (MCP) Yes 
ChatGPT No 
Claude No 
Google Sheets No 
Microsoft Excel No 
Perplexity No 

Integrations

Model Context Protocol (MCP) Yes 
ChatGPT Yes 
Claude Yes 
Google Sheets Yes 
Microsoft Excel Yes 
Perplexity Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Pricing Details

$0
The API free tier includes 5,000 requests/month. API Pro costs $180.12/year and API Elite costs $369.72/year when billed annually. Spreadsheet Pro costs $60/year and Spreadsheet Elite costs $120/year. These plans are licensed for individual use; Enterprise pricing is custom and includes commercial-use licensing.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Equibles

Website

www.equibles.com

Vendor Details

Company Name

Wisesheets

Founded

2020

Country

Canada

Website

www.wisesheets.io

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Product Features

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