Best in-class Financial Data API,
at A Fraction of The Cost

Wisesheets is closing the cost gap of accessing institutional-grade financial data, while setting a new standard for data quality in the industry.

Claude
You ask, in plain language.

Wisesheets is trusted by professionals at over 1,000 firms

BlackRock
Manulife
BMO
Wells Fargo
Morgan Stanley
Vanguard
Deloitte
KKR
KPMG
PwC
BlackRock
Manulife
BMO
Wells Fargo
Morgan Stanley
Vanguard
Deloitte
KKR
KPMG
PwC
400M+Requests / month
10,412Stocks covered
~15 minFrom filing to API
Anti Hallucination Layer

Why our methodology wins

Most "financial data APIs" are wrappers around scraped HTML or licensed aggregator feeds. Here's how Wisesheets stacks up against the alternatives.

Primary sourced

Data sourced directly from issuers, not third-party. No precision lost in the chain.

XBRL citations on every value

Every data point cited to its exact filing. Full audit trail for compliance and AI agents.

Comprehensive coverage

All 10,412+ stocks that file to the SEC.

Standardized metrics

Industry metrics normalized for like-for-like comparison across companies and sectors.
GET /v1/companies/AAPL/income-statement
{
  "ticker": "AAPL",
  "fiscal_year": 2024,

  "revenue": {
    "value": 391035000000,
    "unit": "USD",
    "source": "10-K",
    "filed": "2024-11-01",
    "filing_url": "sec.gov/...",
    "confidence": "verified"

  }
}
SEC.gov✓ Verified source
U.S. SECURITIES AND EXCHANGE COMMISSION
Form 10-K · Apple Inc. (AAPL) · Filed 2024-11-01
CONSOLIDATED STATEMENTS OF OPERATIONS
(In millions, except per share amounts)
Net sales — Products294,866
Net sales — Services96,169
Total net sales391,035
Cost of sales210,352
Gross margin180,683
This is the exact value the API returned
Every value the API returns ships with its source.

How it works

Upload our docs to your agent. Let your agent do the rest.

1

Upload our API key to your AI chat or agent

Drop your Wisesheets API key into your agent's context. It instantly gains access to institutional-grade financial data across 10,412 stocks.
2

Let the agent do the rest

Your agent queries the API, gets back structured JSON with a source citation on every value, and reasons with confidence. No manual integration needed.
Claude

Wisesheets only serves data. It does not receive or access any of your data.

What you can build with our API

From autonomous research agents to real time risk systems. Concrete jobs that are sourced, validated, and fully traceable.

Autonomous equity research agents

Replace 3 days of analyst work with one API workflow

The job: A full company writeup with 5 year financials, peer comparisons, and a working DCF, with every number citing the filing it came from. Compliance reviews the writeup and clicks through to the SEC document in seconds.

  • Pull 20+ years of financials in one call
  • Compare to industry peers automatically
  • Every figure links back to its 10-K or 10-Q
KPIs & Analytics dashboard mockup showing revenue, growth, and EPS stats

Quant screeners and scanners

Screen 10,412 stocks on 230+ financial concepts

The job: "Find every US listed company with revenue growth over 20% and FCF margin over 15% for 3 consecutive years." Build it in an hour. Run it nightly. Trust the universe because every input is validated.

  • Full historical depth for backtesting
  • Point in time data: no look ahead bias
  • Schema stable across every ticker
Your Screener stock comparison table mockup showing Nvidia, Microsoft, Apple

Earnings reaction systems

Trade on filings within minutes of submission

The job: Wake up when AAPL files its 10-K, diff the numbers against consensus, score the surprise, and ping the desk. End to end in under 6 minutes from EDGAR timestamp to actionable signal.

  • Webhook on new filings
  • ~15 min median ingestion latency
  • Structured data ready for diff logic
Portfolio management dashboard preview showing Apple stocks allocation

Compliant finance copilots

LLM assistants that never make up a number

The job: A chatbot that answers "what was Tesla's gross margin in Q2 2024" with the real number and a link to the filing. When a user asks for something we don't have, the agent says so instead of guessing.

  • Citations satisfy compliance and legal
  • Confidence flags let agents hedge appropriately
  • Audit log of every value an agent retrieved
WiseAI Chatbot conversation mockup tracing revenue comparisons

Single source of truth

We've built a system of record for the core market data and standardized data to make access convenient and complete.

10,412+

Securities

230+

Financial metrics

20+ years

Historical data

Every US-listed stock

Full coverage of SEC-filed companies

Earnings releases

15-min delayed

Live pricing

Soon
15-minute delayed quotes

Options data

Soon
Chains, greeks, IV

Forex

Soon
Currency pairs

8+ endpoints

Well-documented API

AI-ready format

Built for LLMs and agents

Data you can trust

Institutional-grade financials with the receipts. Hover any value to see its XBRL tag, filing, and period.

Income Statements

Revenues, expenses, net income, and profitability metrics

Balance Sheets

Assets, liabilities, and shareholder equity

Cash Flow Statements

Operating, investing, and financing cash flows

Financial Metrics

Valuation, profitability, and efficiency metrics

Data you can trust diagram showing Apple Inc. financials with XBRL tag popup

Pricing Tailored to Your Needs and Scale

Start building with the endpoints you need, then grow into larger workflows as your usage expands.

Free

Start exploring the Wisesheets API for free.

$0USD per Month
Billed Monthly
Individual use licenseNot permitted if:
  • You are registered or qualified with a regulator (SEC, FINRA, a state securities agency, or an exchange)
  • You use Wisesheets on behalf of a company, fund, or any other entity
  • You use it in your profession, trade, or business
  • You manage or advise on money for other people
  • 5,000 API requests / month
  • Up to 5 Years of Historical Data
  • Up to 200 calls/min
  • Price + dividends
  • Annual & quarterly fundamentals
  • Key metrics & ratios
Most Popular

Pro

For serious individuals who need more history, speed, and scale.

$19USD per Month
Billed Monthly
Individual use licenseNot permitted if:
  • You are registered or qualified with a regulator (SEC, FINRA, a state securities agency, or an exchange)
  • You use Wisesheets on behalf of a company, fund, or any other entity
  • You use it in your profession, trade, or business
  • You manage or advise on money for other people
Everything inFREEplus:
  • 80,000 API requests / month
  • Up to 15 Years of Historical Data
  • Up to 600 calls/min
  • Bulk endpoints

Elite

For advanced investors who want full access and maximum limits.

$39USD per Month
Billed Monthly
Individual use licenseNot permitted if:
  • You are registered or qualified with a regulator (SEC, FINRA, a state securities agency, or an exchange)
  • You use Wisesheets on behalf of a company, fund, or any other entity
  • You use it in your profession, trade, or business
  • You manage or advise on money for other people
Everything inPROplus:
  • 200,000 API requests / month
  • Full Historical Access
  • Up to 1,500 calls/min
  • Priority support

Enterprise

For investment teams with complete access to financial market data.

Custom
Contact for pricing
Commercial use licenseDesigned for:
  • Registered or regulated professionals (SEC, FINRA, exchanges)
  • Companies, funds, and institutional teams
  • Professional, trade, or business use
  • Portfolio managers and money advisors
  • Custom API requests / month
  • Custom calls/min
  • Full Historical Access
  • Dedicated support
  • Commercial use
Data integrity

Your data stays clean.
Your agent stays honest.

Wisesheets is built around a single principle: every number your agent acts on should be traceable to its original source without black boxes and guesswork.

Primary source only
Secure API keys
Wisesheets is committed to the highest standard of financial data integrity.

Full audit trail on every value

Every data point links back to its SEC filing or primary source document. Compliance teams can reconstruct any decision your agent made.

Real-time from primary filings

The data is ingested directly from SEC EDGAR, the exchanges, and central banks within minutes of publication. It’s not scraped or licensed from aggregators.

Validated before it reaches your agent

A multi-stage pipeline catches sign flips, unit drift, and balance sheet mismatches. Disagreements trigger a review before any record goes live.

Questions? We have answers.

These are the most commonly asked questions about Wisesheets.
Can’t find what you’re looking for? Contact our team.

Your Agents Deserve Better Data.

Stop hoping your LLM gets the numbers right. Give it sourced, traceable, validated financial data, and let it reason with confidence.