Wisesheets

Financial data

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

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Listed in alphabetical order

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Tools

9 tools agents can invoke

Return the profile (name, exchange, SIC, fiscal year end) for one ticker or CIK.
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. 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.
search_companies
Return the authenticated account, plan, capabilities, and current quota usage. Free to call — does not consume a quota unit.
whoami

Wisesheets FAQ

How do I improve a ChatGPT Plugin's 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 2026-09-08, Wisesheets competes with Aiera, AIR Credit Intelligence, Alpha Vantage, ALPHAPORT.AI, Bigdata.com, Bull AI, Clarity AI, CredCore - Tusk Liquid, Daloopa, FactorWeave, FactSet AI-Ready Data, Financial Datasets, Financial Summarizer Pro, FinancialFilings, FinRank Shiver, Fiscal.ai, FMP, LSEG, Mansa African Markets, MetricDuck, Moody's Credit MCP, Moody’s, MSCI Connector, MT Newswires, Multiples.vc, Nomas Research, Octus, Pinegap, Quartr, S&P Global - Adaptive, S&P Global - Deterministic, Theia Insights, Trata, WikiFx, Zacks Financial Data 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.