Connect Wisesheets to ChatGPT, Claude, or Perplexity to research companies, screen stocks, and analyze investments with financial data you can trace to its source.
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AI can be useful for analysis, but financial answers still need a reliable source. Wisesheets gives your AI tool structured data and references for the reported figures it uses.
Add Wisesheets to your AI workspace, then ask for financial data in the same conversation where you do your research.
Screen thousands of stocks at once with your AI, then compare the companies that match using standardized financial data.
Trace reported figures back to the underlying SEC filing or primary source instead of relying on an unsupported answer.
You ask, in plain language.
Connect once, then ask your AI tool for financial data with source references.
Add the direct Wisesheets connector in ChatGPT, Claude, or Perplexity. For another compatible AI tool, use our hosted MCP server and authorize your Wisesheets account.
Your AI tool requests structured financial data from Wisesheets. Use the source references to verify figures as you research or build.
Your connection is authorized through your Wisesheets account.
Start with a question. Work with structured financial data and source references in your AI tool.
Go from a question to a sourced company brief
I organized Microsoft's five annual filings into a brief and lined up peers for comparison.
Turn plain-language criteria into a repeatable screen
I applied both filters across three years. Here's how the matching results would be organized.
Inspect a new filing and understand what changed
I'd compare Apple's new filing with the prior period and flag the reported lines to review.
Answer financial questions with a path to verification
I'd use Tesla's reported gross profit and revenue for that quarter, then show the calculation.
Ask about companies and get access to the same core dataset that powers the Wisesheets API.
Financial decisions deserve more than an unsupported AI answer. Check the origin of reported values before you rely on them.
Follow a figure back to its SEC filing or other primary source document.
New filings are processed so your AI can work with recent reported results.
Consistent line items make company and period comparisons easier to review.
Start with the financial data you need, then grow into larger workflows as your usage expands.
Start exploring Wisesheets for free.
For serious individuals who need more history, speed, and scale.
For advanced investors who want full access and maximum limits.
For investment teams with complete access to financial market data.
Connect Wisesheets, ask your questions, and inspect the sources behind reported figures.
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