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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

GeminIQ operates as a primary research tool that extracts financial information straight from unprocessed SEC EDGAR filings, eliminating the need for any intermediary aggregators. This ensures that each figure can be traced back to its original XBRL tag, providing users with the exact data as reported by the company instead of a simplified summary. Key functionalities include access to Financial Statements with a history of over 17 years of quarterly and annual filings; more than 50 Calculated Metrics such as ROIC, Free Cash Flow Per Share, and Altman Z-Score derived from the tagged filing data; the ability to create Custom Tables for developing reusable templates using specific line items; Interactive Visualizations for tracking any metric over time; an Advanced Screener featuring over 100 filterable metrics along with built-in presets like Buffett-Style and Magic Formula; Custom Watchlists; tracking of Insider Transactions via Form 4; data on Institutional Ownership from 13F filings; and Price Variance/Earnings Reaction Heatmaps that illustrate historical stock performance following filings. Furthermore, new filings are analyzed and made available within one business day after they are submitted to EDGAR, ensuring users have access to the most current information.

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 No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

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

Integrations

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

Pricing Details

$29/month billed annually
Free Trial Yes 
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

GeminIQ

Founded

2025

Country

United States

Website

www.geminiq.com

Vendor Details

Company Name

Wisesheets

Founded

2020

Country

Canada

Website

www.wisesheets.io

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Product Features

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