Zero-cost replacements grouped by fit, tradeoffs, pricing friction, and platform access. Use this list to test Roic AI before paying for another subscription.
Switching from Roic AI doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Financials to AI Research and beyond. Each pick below is framed by fit, caveats, and access friction so you can trial replacements without opening your wallet.
Disclosure: outbound links may include affiliate or sponsor links
Which Alternative Should You Use?
GuruFocus
Closest replacement
Best for: Value investors who want long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.
GuruFocus best matches the base workflow on financial data API, fundamental research, and stock screening.
GuruFocus keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free account has limited platform access..
Watch for: Paid access is region and tier dependent: The existing profile records annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Best for: Investors who want AI-assisted public-company research backed by fundamentals, estimates, transcripts, filings, and dashboards.
Fiscal.ai best matches the base workflow on financial data API, fundamental research, and AI research workspace.
Fiscal.ai keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free terminal access has dashboard, history, event, and AI prompt limits..
Watch for: Meaningful limits on free access: The free API trial is capped by allowed companies, burst requests, and daily request volume; deeper history, exports, and advanced datasets require paid plans.
Best for: Retail investors who want analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.
TipRanks best matches the base workflow on financial data API, fundamental research, and AI agent data access.
TipRanks keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free/Basic MCP OAuth quota is 10 tool calls per month..
Watch for: Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Best for: Users who want one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.
Investing.com best matches the base workflow on fundamental research, AI research workspace, and stock screening.
Investing.com keeps the replacement test in the same free-access lane. Free access caveat: Free access is ad-supported and does not include the full InvestingPro research layer..
Watch for: Not a broker or API product: Investing.com does not provide direct trading execution or a public API; widgets and RSS are the main integration surfaces.
Bottom line: Value investors who want long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Free, Subscription, and Other
Why switch
GuruFocus best matches the base workflow on financial data API, fundamental research, and stock screening.
GuruFocus matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, ETF Screeners, Top Analysts, and Stock Comparison.
Watch out
Material switch gaps: missing Closed-End Funds coverage and does not clearly cover AI research workspace, AI agent data access, and earnings transcript research.
Avoid as a full replacement if you rely on AI research workspace, AI agent data access, and earnings transcript research.
Paid access is region and tier dependent: The existing profile records annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Free-plan limits: Signup required, Free account has limited platform access., and Free members have limited portfolio capacity..
Shared coverage
FinancialsTranscriptsNewsScreenersAPIs & Data FeedsSheets / Excel Add-ins
Bottom line: Investors who want AI-assisted public-company research backed by fundamentals, estimates, transcripts, filings, and dashboards.
Replacement
Drop-in replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Free, Subscription, and Other
Why switch
Fiscal.ai best matches the base workflow on financial data API, fundamental research, and AI research workspace.
Fiscal.ai matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Stock Comparison, Data Visualizations, and Portfolio.
Watch out
Material switch gaps: missing Closed-End Funds coverage, missing Sheets / Excel Add-ins and Stock Handbook workflows, and does not clearly cover stock screening.
Avoid as a full replacement if you rely on stock screening.
Meaningful limits on free access: The free API trial is capped by allowed companies, burst requests, and daily request volume; deeper history, exports, and advanced datasets require paid plans.
Free-plan limits: Signup required, Free terminal access has dashboard, history, event, and AI prompt limits., and Free API access is capped by allowed companies, burst rate, and daily requests..
Shared coverage
FinancialsTranscriptsNewsScreenersAPIs & Data FeedsSplits
Bottom line: Retail investors who want analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Free, Subscription, and Other
Why switch
TipRanks best matches the base workflow on financial data API, fundamental research, and AI agent data access.
TipRanks matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Top Analysts, ETF Screeners, and US Government Trades.
Watch out
Major switch gaps: missing Closed-End Funds coverage, missing Transcripts, Sheets / Excel Add-ins, and Stock Handbook workflows, and does not clearly cover AI research workspace, earnings transcript research, and stock screening.
Avoid as a full replacement if you rely on AI research workspace, earnings transcript research, and stock screening.
Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month., and Free API-key tier is limited to 5 requests per minute and 50 requests per month..
Shared coverage
FinancialsNewsScreenersAPIs & Data FeedsSplitsAI Research
Bottom line: Users who want one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Closed-End Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Investing.com best matches the base workflow on fundamental research, AI research workspace, and stock screening.
Investing.com matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Stock Comparison, Data Visualizations, and Options.
Watch out
Major switch gaps: missing API access, missing APIs & Data Feeds, Sheets / Excel Add-ins, and Stock Handbook workflows, and does not clearly cover financial data API, AI agent data access, and earnings transcript research.
Avoid as a full replacement if you rely on financial data API, AI agent data access, and earnings transcript research.
Not a broker or API product: Investing.com does not provide direct trading execution or a public API; widgets and RSS are the main integration surfaces.
Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer., WarrenAI, ProPicks, premium reports, and deeper datasets are plan-gated., and Market-data latency and real-time availability vary by instrument and source..
Shared coverage
FinancialsTranscriptsNewsScreenersSplitsAI Research
Bottom line: Analysts who need AI-powered search across filings, earnings call transcripts, press releases, reports, notes, and financial data.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks and ETFs
Experience
Intermediate and Advanced
Plans
Free, Subscription, and Other
Why switch
AlphaResearch best matches the base workflow on financial data API, fundamental research, and AI research workspace.
AlphaResearch matches the base audience on Intermediate, Advanced, and retail investors.
You gain Improved Filings, Filing Sentiment, Analyst Forecasts, and Insider Data.
Watch out
Material switch gaps: missing Closed-End Funds coverage, missing Splits, Stock Handbook, and AI Chat workflows, and does not clearly cover AI agent data access.
Avoid as a full replacement if you rely on AI agent data access.
Global coverage is Enterprise: The self-serve Basic plan is positioned around US market access; SEDAR, Companies House, global filings, research reports, and global fundamentals sit in Enterprise.
Free-plan limits: Signup required, Limited free access is advertised as permanent., and Basic is $49.99/month billed quarterly with a 7-day premium trial that requires a credit card..
Shared coverage
FinancialsTranscriptsNewsScreenersAPIs & Data FeedsSheets / Excel Add-ins
Bottom line: Developers and analysts who need REST/WebSocket market data, fundamentals, calendars, transcripts, ownership, ESG, and macro datasets.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Financial Modeling Prep (FMP) best matches the base workflow on financial data API, fundamental research, and earnings transcript research.
Financial Modeling Prep (FMP) matches the base audience on Beginner, Intermediate, and Advanced.
You gain Calendar, Dividends, IPO, and Macro Data.
Watch out
Material switch gaps: missing Closed-End Funds coverage, missing Stock Handbook, AI Research, and AI Chat workflows, and does not clearly cover AI research workspace and AI agent data access.
Avoid as a full replacement if you rely on AI research workspace and AI agent data access.
Free sandbox is limited: The Basic plan is capped at 250 API calls per day, end-of-day timeframe, and around 5 years of history.
Free-plan limits: Signup required, Basic plan is limited to 250 API calls per day., and Free tier has end-of-day timeframe, around 5 years of history, and limited bandwidth..
Shared coverage
FinancialsTranscriptsNewsScreenersAPIs & Data FeedsSheets / Excel Add-ins
Bottom line: Growth and momentum investors who want earnings momentum, estimate revisions, PEAD drift, timing signals, scanners, dashboards, and AI analysis in one US stock/ETF platform.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
EPSMomentum best matches the base workflow on fundamental research, AI research workspace, and stock screening.
EPSMomentum matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Data Visualizations, Money Flow, and Portfolio.
Watch out
Major switch gaps: missing Closed-End Funds coverage, missing APIs & Data Feeds, Sheets / Excel Add-ins, and Splits workflows, and does not clearly cover financial data API, AI agent data access, and earnings transcript research.
Avoid as a full replacement if you rely on financial data API, AI agent data access, and earnings transcript research.
US stocks and ETFs focus: EPSMomentum is not positioned as a global multi-asset terminal or full portfolio accounting product.
Free-plan limits: Signup required, Bronze is advertised at $0/month., and Silver is advertised at $9.99/month and Gold at $49.99/month, with yearly-plan discounts shown..
Bottom line: Developers and students who want a simple API key for market, fundamentals, macro, FX, crypto, commodity, and options data.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Free, Subscription, and Other
Why switch
Alpha Vantage best matches the base workflow on financial data API, fundamental research, and AI agent data access.
Alpha Vantage matches the base audience on Beginner, Intermediate, and Advanced.
You gain News Sentiment, Market Sentiment, Calendar, and IPO.
Watch out
Major switch gaps: missing Closed-End Funds coverage, missing Screeners, Stock Handbook, and AI Research workflows, and does not clearly cover AI research workspace, earnings transcript research, and stock screening.
Avoid as a full replacement if you rely on AI research workspace, earnings transcript research, and stock screening.
Free quota is small: The existing profile records a standard free limit of 25 API requests per day.
Free-plan limits: Signup required, Free key is limited to 25 API requests per day., and Premium endpoints and higher throughput require paid membership..
Shared coverage
FinancialsTranscriptsNewsAPIs & Data FeedsSheets / Excel Add-insSplits
Bottom line: Investors, analysts, and funds using alternative data such as search, web traffic, app usage, social, news, reviews, and transcripts to forecast company KPIs before earnings.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks
Experience
Beginner, Intermediate, and Advanced
Plans
Free, Subscription, and Other
Why switch
TickerTrends best matches the base workflow on financial data API, fundamental research, and AI agent data access.
TickerTrends matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Stock Comparison, Data Visualizations, and Quant.
Watch out
Major switch gaps: missing ETFs and Closed-End Funds coverage, missing News, Sheets / Excel Add-ins, and Splits workflows, and does not clearly cover AI research workspace, earnings transcript research, and stock screening.
Avoid as a full replacement if you rely on AI research workspace, earnings transcript research, and stock screening.
Alternative data is noisy: Search, social, traffic, and app signals are proxies for business performance; users need modeling discipline, validation, and company-specific KPI context.
Free-plan limits: Signup required, Alternative Data Basic is advertised at $998/year or $98.70/month with a 7-day free trial., and KPI Forecasting & Full Intelligence Suite is custom priced with trial availability..
Shared coverage
FinancialsTranscriptsScreenersAPIs & Data FeedsAI ResearchAI Chat
Bottom line: Retail investors who want news, contributor analysis, quant ratings, screeners, and portfolio alerts together.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Seeking Alpha best matches the base workflow on fundamental research, earnings transcript research, and stock screening.
Seeking Alpha matches the base audience on Beginner, Intermediate, and Advanced.
You gain News Sentiment, Alerts, Calendar, and Stock Ideas.
Watch out
Major switch gaps: missing API access, missing Closed-End Funds coverage, and missing APIs & Data Feeds, Sheets / Excel Add-ins, and Splits workflows.
Avoid as a full replacement if you rely on financial data API, AI research workspace, and AI agent data access.
Free access is limited: The Basic plan has limited premium-article access and core portfolio/watchlist features.
Free-plan limits: Signup required, Basic has limited premium-article access., and Premium is needed for unlimited articles/transcripts, ratings, factor grades, screeners, comparisons, broker linking, and AI summaries..
Bottom line: Developers and analysts who need macro indicators, economic calendar data, markets data, forecasts, financials, Excel/Sheets integrations, and API/WebSocket delivery.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks
Experience
Beginner, Intermediate, and Advanced
Plans
Free, Subscription, and Other
Why switch
Trading Economics best matches the base workflow on financial data API, fundamental research, and AI agent data access.
Trading Economics matches the base audience on Beginner, Intermediate, and Advanced.
You gain Macro Data, Calendar, Alerts, and Credit Ratings & Outlooks.
Watch out
Major switch gaps: missing ETFs and Closed-End Funds coverage, missing Transcripts, Screeners, and Stock Handbook workflows, and does not clearly cover AI research workspace, earnings transcript research, and stock screening.
Avoid as a full replacement if you rely on AI research workspace, earnings transcript research, and stock screening.
Real API use is paid: Guest credentials are limited/sample access; Standard and Professional API plans are billed yearly.
Free-plan limits: API pricing page lists Standard at $149/month billed yearly., API pricing page lists Professional at $299/month billed yearly., and Enterprise is contact-sales/customized; guest credentials provide limited sample access..
Shared coverage
FinancialsNewsAPIs & Data FeedsSheets / Excel Add-insSplitsAI Research
Bottom line: Retail and pro retail investors who want AI-assisted company analysis, screeners, DCF models, filings, transcripts, ownership, and news in one workspace.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Monexa best matches the base workflow on fundamental research, AI research workspace, and stock screening.
Monexa matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Calendar, Data Visualizations, and Valuation Models.
Watch out
Major switch gaps: missing API access, missing Closed-End Funds coverage, and missing APIs & Data Feeds, Sheets / Excel Add-ins, and Splits workflows.
Avoid as a full replacement if you rely on financial data API, AI agent data access, and earnings transcript research.
Market data may be delayed: The existing profile notes market data may be delayed by exchanges or third-party providers.
Free-plan limits: Signup required, Free plan is listed at $0/month., and Pro is listed at $9.90/month with 7-day Pro trial positioning..
Bottom line: Investors who want a modern web/mobile financial terminal with dashboards, charts, screeners, portfolios, news, and alerts.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Closed-End Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free, Subscription, and Other
Why switch
Koyfin best matches the base workflow on fundamental research, stock screening, and screening and idea generation.
Koyfin matches the base audience on Beginner, Intermediate, and Advanced.
You gain ETF Screeners, Data Visualizations, Custom Dashboards, and Correlation.
Watch out
Major switch gaps: missing API access, missing APIs & Data Feeds, Sheets / Excel Add-ins, and Splits workflows, and does not clearly cover financial data API, AI research workspace, and AI agent data access.
Avoid as a full replacement if you rely on financial data API, AI research workspace, and AI agent data access.
No public API: The existing profile explicitly says Koyfin does not provide user-facing data access through an API.
Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history., and Advisor reporting and custodian integrations require Advisor plans..
Bottom line: Retail investors who want an approachable stock research workspace with screeners, dashboards, watchlists, portfolios, transcripts, valuation templates, and AI summaries.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Tweenvest best matches the base workflow on fundamental research, AI research workspace, and earnings transcript research.
Tweenvest matches the base audience on Beginner, Intermediate, and Advanced.
You gain Data Visualizations, Watchlist, Portfolio, and Calendar.
Watch out
Major switch gaps: missing API access, missing Closed-End Funds coverage, and missing APIs & Data Feeds, Sheets / Excel Add-ins, and Splits workflows.
Avoid as a full replacement if you rely on financial data API, AI agent data access, and API and market data.
Best features are plan-gated: Global stocks, full history, analyst estimates, unlimited screener access, editable projections, and AI summaries require the Unlimited tier.
Free-plan limits: Signup required, Basic is free and covers U.S. and Spain stocks, 5 years of history, 1 favorites list, limited screener access, and latest transcript access., and Pro is listed at EUR9.99/month, Pro+ at EUR14.99/month, and Unlimited at EUR19.99/month..
Bottom line: Analysts and teams who want a customizable financial workspace that connects their own data, vendors, dashboards, and AI agents.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks and ETFs
Experience
Intermediate and Advanced
Plans
Free and Other
Why switch
OpenBB best matches the base workflow on financial data API, fundamental research, and AI research workspace.
OpenBB matches the base audience on Intermediate, Advanced, and quants and developers.
You gain Data Visualizations, Custom Dashboards, Research Templates, and Options.
Watch out
Major switch gaps: missing Closed-End Funds coverage, missing Transcripts, News, and Splits workflows, and does not clearly cover earnings transcript research, stock screening, and news and alerts.
Avoid as a full replacement if you rely on earnings transcript research, stock screening, and news and alerts.
Does not provide production market data: OpenBB says Workspace includes a limited FMP-powered sandbox, but organizations connect their own datasets for production workflows.
Free-plan limits: Signup required, Community Edition is free for individuals., and OpenBB Copilot is limited to 20 queries per day on Community..
Shared coverage
FinancialsScreenersAPIs & Data FeedsSheets / Excel Add-insAI ResearchAI Chat
Bottom line: Mainstream investors who want free quotes, news, watchlists, portfolios, charts, and basic research in one familiar product.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Yahoo Finance best matches the base workflow on fundamental research, stock screening, and screening and idea generation.
Yahoo Finance matches the base audience on Beginner, Intermediate, and Advanced.
You gain Alerts, Calendar, Portfolio, and Watchlist.
Watch out
Major switch gaps: missing API access, missing Closed-End Funds coverage, and missing APIs & Data Feeds, Sheets / Excel Add-ins, and Stock Handbook workflows.
Avoid as a full replacement if you rely on financial data API, AI research workspace, and AI agent data access.
Data is informational, not trading-grade: The existing profile notes Yahoo says all finance data is informational and not intended for trading or investing purposes.
Free-plan limits: Signup required, Free account/sign-in may be required for some portfolio and watchlist features., and Premium portfolio analytics, research, screeners, and longer downloadable history are paid..
Shared coverage
FinancialsTranscriptsNewsScreenersSplitsAI Research
Bottom line: Retail investors who want a free, familiar quote, news, watchlist, and manual portfolio surface.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks and ETFs
Experience
Beginner and Intermediate
Plans
Free
Why switch
Google Finance best matches the base workflow on fundamental research, AI research workspace, and screening and idea generation.
Google Finance matches the base audience on Beginner, Intermediate, and retail investors.
You gain Portfolio, Watchlist, Stock Comparison, and Data Visualizations.
Watch out
Major switch gaps: missing API access, missing Closed-End Funds coverage, and missing APIs & Data Feeds, Sheets / Excel Add-ins, and Splits workflows.
Avoid as a full replacement if you rely on financial data API, AI agent data access, and earnings transcript research.
AI can be wrong: Google states AI responses may include mistakes and content is informational only.
Free-plan limits: Core market pages are free., Custom watchlists, manual portfolios, and full AI Research features require sign-in., and Feature availability can vary by country, account, and Search Labs/new experience access..
Bottom line: Nordic and European investors who want a fundamentals-rich screener, reports, owner data, technical charts, and dividend research.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks
Experience
Beginner, Intermediate, and Advanced
Plans
Free, Subscription, and Other
Why switch
Börsdata best matches the base workflow on financial data API, fundamental research, and stock screening.
Börsdata matches the base audience on Beginner, Intermediate, and Advanced.
You gain Stock Ideas, Data Visualizations, Index Rebalancing, and Watchlist.
Watch out
Major switch gaps: missing ETFs and Closed-End Funds coverage, missing Transcripts, Splits, and Stock Handbook workflows, and does not clearly cover AI research workspace, AI agent data access, and earnings transcript research.
Avoid as a full replacement if you rely on AI research workspace, AI agent data access, and earnings transcript research.
Best value is Nordic-first: Global coverage exists on higher tiers, but Börsdata is strongest for Nordic equities and Nordic ownership/insider workflows.
Free-plan limits: Signup required, Free account has limited access., and Full data requires Premium, Pro, Pro+, or Enterprise..
Shared coverage
FinancialsNewsScreenersAPIs & Data FeedsSheets / Excel Add-ins
Bottom line: Investors and analysts who care about first-party earnings calls, transcripts, filings, slides, and AI answers with source traceability.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and API
Assets
Stocks
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Other
Why switch
Quartr best matches the base workflow on financial data API, fundamental research, and AI research workspace.
Quartr matches the base audience on Beginner, Intermediate, and Advanced.
You gain Analyst Forecasts, Calendar, Alerts, and Watchlist.
Watch out
Major switch gaps: missing ETFs and Closed-End Funds coverage, missing News, Screeners, and Sheets / Excel Add-ins workflows, and does not clearly cover AI agent data access, stock screening, and screening and idea generation.
Avoid as a full replacement if you rely on AI agent data access, stock screening, and screening and idea generation.
Pro and API are contact-sales products: The free mobile app is useful, but desktop Pro, API datasets, exports, MCP, and enterprise controls are commercial contract products without public prices.
Free-plan limits: Signup required, Mobile app is advertised as free for live earnings calls, transcripts, and AI chat., and Quartr Pro and Quartr API are contact-sales products with scalable or enterprise pricing..
Shared coverage
FinancialsTranscriptsAPIs & Data FeedsAI ResearchAI Chat
Bottom line: Active U.S. stock and options traders who want options flow, unusual orders, dark-pool context, analyst data, congressional trades, 13F context, alerts, and AI chat in one lightweight web app.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks and ETFs
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Stocknear best matches the base workflow on fundamental research, AI research workspace, and stock screening.
Stocknear matches the base audience on Beginner, Intermediate, and Advanced.
You gain Options, Data Visualizations, Watchlist, and Alerts.
Watch out
Major switch gaps: missing API access, missing Closed-End Funds coverage, and missing Transcripts, APIs & Data Feeds, and Sheets / Excel Add-ins workflows.
Avoid as a full replacement if you rely on financial data API, AI agent data access, and earnings transcript research.
U.S.-market focus: Stocknear is centered on U.S. stocks, ETFs, and options rather than global multi-asset coverage.
Free-plan limits: Signup required, Basic is listed at $0/month with 10 credits, one watchlist, one portfolio, and three alerts., and Plus is listed at $10/month and Pro at $20/month, each with a 7-day free trial..
GuruFocus is the closest drop-in replacement with overlapping coverage in Financials, Transcripts, and News while adding Stock Ideas and ETF Screeners coverage and Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators. and Large global coverage footprint: GuruFocus says it serves 1.5M+ active investors, covers 80,000+ stocks globally, tracks 8,000+ gurus and insiders, and provides 30 years of financial data; API documentation separately describes 60,000+ companies across 9 global regions. features (workflow overlap ~100%).
Every pick keeps a free tier; start with GuruFocus, Fiscal.ai, and TipRanks to road-test Roic AI workflows without paying up front.
Need mobile access? GuruFocus, TipRanks, and Investing.com bring phone-ready workflows that Roic AI lacks.
Round out your stack with new coverage areas like Stock Ideas, ETF Screeners, Top Analysts, and Stock Comparison.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Financials×20AI Research×17News×17Screeners×17Transcripts×15AI Chat×13APIs & Data Feeds×11Splits×8
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
10/20
10 alternatives bring native mobile access.
API availability
12/20
12 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
8 starred / 13 tested
8 tools are flagged as analyst picks; 13 have been hands-on tested.
Avg. coverage overlap
63%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to Roic AI?
Start with GuruFocus, Fiscal.ai, and TipRanks to replicate Roic AI workflows without paying for a subscription.
Do these picks stay permanently free?
Yes. Each platform listed keeps a standing free tier with no credit card required -- though export limits or seat caps may apply if you scale usage.
Which Roic AI workflows stay covered on the free plan?
Expect solid overlap across Financials, Transcripts, News, Screeners, APIs & Data Feeds, Sheets / Excel Add-ins, Splits, Stock Handbook, AI Research, and AI Chat, so core Roic AI workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Stock Ideas, ETF Screeners, Top Analysts, Stock Comparison, ETF Comparison, Data Visualizations, Quant, Backtesting, Correlation, Portfolio, Watchlist, Institutional Ownership, US Government Trades, Alerts, Calendar, Corporate Actions & Special Situations, IPO, Dividends, Macro Data, Yield Curves, Scores, Flags, Valuation Models, Improved Filings, Insider Data, Short Interest, Options, ETF Analysis, Fund Analysis, Analyst Forecasts, Analyst Ratings & Price Targets, Broker Connectors, Education, Blogs, Videos, Forums, Newsletters, Custom Dashboards, News Sentiment, Webhooks, Risk Metrics, Performance Attribution, Bulls Say Bear Say, Guidance / Pre-announcements, Options P&L, Compounding Calculator, Retirement Calculator, Market Sentiment, CDS Spreads, Filing Sentiment, Notes & Highlights, Shared Workspaces, ESG Ratings, Money Flow, Dark Pool & Off-Exchange, Reddit, Earnings Calls Sentiment, App & Website Traffic, Employee/Consumer Reviews, Credit Ratings & Outlooks, Advisor Operations, Research Templates, Index Rebalancing, and Citations & Source Pinning show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on Roic AI?
Sheets / Excel Add-ins, Stock Handbook, Transcripts, APIs & Data Feeds, Splits, AI Chat, AI Research, Screeners, and News remain strengths for Roic AI. Keep it handy for those tasks or plan for a paid upgrade if they matter.
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About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.