PortfolioIQSynaptic
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Related Products
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About
PortfolioIQ automates data extraction from Documents (Board Decks, Financial statements), Data requests (Forms, Emails) and Models (Forecasts, Valuations) – with 100% accuracy.
The Result: Teams can spend time analyzing data rather than organizing it.
Effective collection, no overhead
Set up automated data requests from PortCos
Get metrics from Docs and Forms, zero duplication
Dashboard to track request status and data gaps
Zero manual work
No more copy-pasting from Docs to spreadsheets
100% accurate data extraction, no checks required
Automated alerts when key metrics change
Track everything that matters
Capture any and every PortCo metric
Track Actuals as well as Estimates
Audit trails to track re-statements and metric history
Generate insights, not spreadsheets
Standardization across metric names, time periods etc.
Create Derived metrics across your Portfolio
Benchmark effectively with time-shifts
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About
Wisesheets is financial data software for individual investors, analysts, developers, and investment businesses. Its add-ins for Microsoft Excel and Google Sheets retrieve company financial statements, valuation metrics, dividends, stock prices, and other market data into spreadsheet models. A REST API provides structured financial datasets for applications and automated workflows, while direct connectors and an MCP server make data available to compatible AI assistants for company research and screening. Wisesheets also offers SQL access to a financial database for querying securities, historical statements, prices, and metrics. Users can build comparisons, screeners, dashboards, valuation models, and portfolio research workflows, and can trace reported financial figures to source filings where available. Data availability and commercial-use rights vary by product and plan.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Private Investors, Venture Capital, Growth Equity, Private Equity
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Audience
Individual investors, financial analysts and researchers, developers and software engineers, financial advisors and investment firms, AI developers and automation specialists, and business and enterprise teams.
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
$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 Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationSynaptic
Founded: 2006
India
portfolioiq.ai/
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Company InformationWisesheets
Founded: 2020
Canada
www.wisesheets.io
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Categories |
Categories |
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Integrations
ChatGPT
Not Supported
Claude
Not Supported
Google Sheets
Not Supported
Microsoft Excel
Not Supported
Model Context Protocol (MCP)
Not Supported
Perplexity
Not Supported
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Integrations
ChatGPT
Supported
Claude
Supported
Google Sheets
Supported
Microsoft Excel
Supported
Model Context Protocol (MCP)
Supported
Perplexity
Supported
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