ChatGPT Plugin

Wisesheets

Financial data

Brand: Wisesheets

Category: Finance
Primary Subcategory: Institutional Financial Data & Equity Research Platforms

Integration details

Description

Wisesheets gives your AI instant access to institutional grade financial data without the terminal price. Pull income statements, balance sheets, cash flow statements, and hundreds of financial metrics sourced directly from SEC EDGAR (XBRL), plus historical and real time stock prices, dividends, and key ratios like P/E, ROIC, and margins for public companies. Ask for any company's fundamentals, screen an industry by revenue growth, build a DCF, or generate a tearsheet without leaving the chat. An affordable alternative to Bloomberg Terminal, Alpha Vantage, and Financial Modeling Prep, trusted by 70,000+ investors and analysts worldwide.

Integration type: Plugin
Verification status: Not applicable
Platform: ChatGPT
Category: Finance
Primary Subcategory: Institutional Financial Data & Equity Research Platforms
Secondary Subcategories: None listed
Brand: Wisesheets
Access: Account required
First tracked: 2026-09-08
Tool count: 9
Geography: US

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Primary Subcategory

Competing in ChatGPT Institutional Financial Data & Equity Research Platforms

View Category

Listed in alphabetical order

Primary Subcategory

AieraComing soonGet notified

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AnnuityRatesHQComing soonGet notified

WisesheetsComing soonGet notified

Tools

9 tools agents can invoke

Return the profile (name, exchange, SIC, fiscal year end, listing status, hasFinancials) for one ticker or CIK. A ticker resolves to its current holder; a delisted company is reachable by CIK or by name via search_companies.
get_company
Return persisted end-of-day price rows for one or more tickers. period: latest | lastNd (e.g. last252d) | YYYY-MM-DD | YYYY-MM-DD..YYYY-MM-DD. Values are decimal strings. Resolves SEC filers plus ETFs listed on a US exchange; anything else is reported in meta.unknownSymbols.
get_prices_eod
Return income statement, balance sheet, and/or cash flow lines for one company across periods. Period grammar: latest | lastNy (e.g. last5y) | lastNq | FY{YYYY} | Q{1-4}-{YYYY} | {YYYY}..{YYYY} | {YYYY-MM-DD} | asof:{YYYY-MM-DD}. Calendar quarters like 2023Q1 are rejected.
get_statements
Return per-ex-date historical dividend rows for one or more tickers. Dividend amounts are decimal strings. from/to filter on the ex-dividend date; announced future dividends are included unless excluded via to. Resolves SEC filers plus ETFs listed on a US exchange; anything else is reported in meta.unknownSymbols.
get_dividends
Return the latest available quote for one or more tickers, one row per ticker. Fields default to price, changesPercentage, change, previousClose, and volume; numeric values are decimal strings (timestamp is epoch seconds). Quotes may be delayed and outside market hours reflect the last close — read timestamp to judge freshness. Resolves SEC filers plus ETFs listed on a US exchange; anything else is reported in meta.unknownSymbols. For historical rows use get_prices_eod.
get_prices_live
List the metric catalog (metric keys, labels, statements, units) usable in get_financials. Filter by statement, unitType, a substring q, or a single metric key.
list_metrics
Fetch (company, metric, period) observations for one or more companies. Identify companies by tickers, ciks, or sic (at least one). Requires at least one metric (see list_metrics). Numeric values are decimal strings. A sic screen returns currently listed companies only unless status is widened. Check meta.noData: those identifiers resolved to a real company that has nothing to report for this request — do not read an absent row as a zero. `latest` is each company's own most recent reported period; for a delisted company that can be years old, so compare periodEnd before comparing companies. Period grammar: latest | lastNy (e.g. last5y) | lastNq | FY{YYYY} | Q{1-4}-{YYYY} | {YYYY}..{YYYY} | {YYYY-MM-DD} | asof:{YYYY-MM-DD}. Calendar quarters like 2023Q1 are rejected.
get_financials
Search the company universe by name/ticker (q), exchange, or SIC codes. Returns a paginated list. Every row carries status (listed | delisted | unknown) and hasFinancials. Exchange/SIC screens and unfiltered listings default to status=listed; lookups with q default to any. Delisted and never-listed filers are in the universe — pass status to include or target them.
search_companies
Return the authenticated account, plan, capabilities, and current quota usage. Free to call — does not consume a quota unit.
whoami

FAQs

Wisesheets ChatGPT Plugin FAQ

How the directory, categories and Discoverability Score work.

Read the methodology

How do I improve Wisesheets's ChatGPT Plugin discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are Wisesheets alternatives on ChatGPT?

As of 2026-10-23, Wisesheets competes with Aiera, AIR Credit Intelligence, Alpha Vantage, ALPHAPORT.AI, AnnuityRatesHQ, Balanços.AI, beatandraise, Bigdata.com and 61 more in ChatGPT Institutional Financial Data & Equity Research Platforms, ranked by public Discoverability Score.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.