VOL. XCIV, NO. 247

Free Alternatives to Roic AI

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Free Alternatives to Roic AI

Zero-cost replacements ranked by category overlap, pricing, 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 News to Financials and beyond. Each pick below is ranked by how closely it matches Roic AI's category footprint—so you can trial replacements without opening your wallet.

View all alternatives
Alternatives20Curated picks
Free Options20With free tiers
Avg. Overlap59%Category match
Mobile Ready15Native apps

Quick takeaways

Financial Modeling Prep (FMP) is the closest drop-in replacement with overlapping coverage in Financials, Transcripts, and News while adding Calendar and Dividends coverage and Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets. and Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access. features (category overlap ~88%).

Every pick keeps a free tier; start with Financial Modeling Prep (FMP), GuruFocus, and Fiscal.ai to road-test Roic AI workflows without paying up front.

Need mobile access? GuruFocus, Trendlyne, and TipRanks bring phone-ready workflows that Roic AI lacks.

Round out your stack with new coverage areas like Calendar, Dividends, IPO, and Inflation Rates.

#1 Alternative

Hands-on TestedFree Tier
Similarity score 1391Category overlap: 88%

Shared coverage

FinancialsTranscriptsNewsScreenersData APIsSheets / Excel Add-ins

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • Expands into Calendar, Dividends, and IPO coverage beyond what Roic AI offers.
  • Standout features include Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., and Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns..
  • Pair it with Roic AI if you still need Stock Handbook.

Adds coverage: Calendar, Dividends, IPO, and Inflation Rates

Standout features: Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns., and Built‑in valuation and advanced metrics including DCF models, owner earnings and other formula‑based indicators documented in the Financial Formulas section, with a Custom DCF Calculator and Advanced Market Metrics (e.g., sector performance, technical indicators) available on higher‑tier plans.

#2 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 1272Category overlap: 75%

Shared coverage

FinancialsTranscriptsNewsScreenersData APIsStock Handbook

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • GuruFocus adds mobile access for on-the-go monitoring.
  • Expands into Stock Ideas, Stock Comparison, and Data Visualizations coverage beyond what Roic AI offers.
  • Standout features include Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., and Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables..
  • Pair it with Roic AI if you still need Sheets / Excel Add-ins and Splits.

Adds coverage: Stock Ideas, Stock Comparison, Data Visualizations, and Portfolio

Standout features: Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., and Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.

#3 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 1260Category overlap: 75%

Shared coverage

FinancialsTranscriptsNewsScreenersData APIsSplits

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • Expands into Stock Ideas, Stock Comparison, and Data Visualizations coverage beyond what Roic AI offers.
  • Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., and AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons..
  • Pair it with Roic AI if you still need Sheets / Excel Add-ins and Stock Handbook.

Adds coverage: Stock Ideas, Stock Comparison, Data Visualizations, and Portfolio

Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons., and Integrated analyst data (forward estimates, revisions, ratings, and price targets) aligned with standardized and adjusted metrics.

#4 Alternative

Hands-on TestedFree Tier
Similarity score 1246Category overlap: 75%

Shared coverage

FinancialsTranscriptsNewsData APIsSheets / Excel Add-insSplits

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • Expands into News Sentiment, Market Sentiment, and Calendar coverage beyond what Roic AI offers.
  • Standout features include Cloud-native REST APIs for realtime and historical financial data across global stocks, ETFs, mutual funds, FX, cryptocurrencies, commodities, technical indicators and macroeconomic indicators in a single unified portfolio of endpoints., Global equity time series APIs (daily, weekly, monthly and intraday 1–60 minute bars) with 20+ years of history, optional split/dividend-adjusted prices, and support for extended trading hours where available., and US options data APIs providing realtime and historical option chains with 15+ years of history, full market/volume coverage, and optional Greeks and implied volatility fields in JSON or CSV..
  • Pair it with Roic AI if you still need Screeners and Stock Handbook.

Adds coverage: News Sentiment, Market Sentiment, Calendar, and IPO

Standout features: Cloud-native REST APIs for realtime and historical financial data across global stocks, ETFs, mutual funds, FX, cryptocurrencies, commodities, technical indicators and macroeconomic indicators in a single unified portfolio of endpoints., Global equity time series APIs (daily, weekly, monthly and intraday 1–60 minute bars) with 20+ years of history, optional split/dividend-adjusted prices, and support for extended trading hours where available., US options data APIs providing realtime and historical option chains with 15+ years of history, full market/volume coverage, and optional Greeks and implied volatility fields in JSON or CSV., and Fundamental data suite covering company overview, income statement, balance sheet, cash flow, dividends, splits, shares outstanding, ETF profile & holdings, listing/delisting status, earnings history, earnings estimates, and earnings/IPO calendars.

#5 Alternative

Hands-on TestedFree Tier
Similarity score 1170Category overlap: 75%

Shared coverage

FinancialsTranscriptsNewsScreenersSheets / Excel Add-insSplits

Assets: Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Trendlyne adds mobile access for on-the-go monitoring.
  • Expands into Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations coverage beyond what Roic AI offers.
  • Standout features include Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..
  • Pair it with Roic AI if you still need Data APIs and Stock Handbook.

Adds coverage: Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, and Data Visualizations

Standout features: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more., and DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.

#6 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 1127Category overlap: 63%

Shared coverage

FinancialsNewsScreenersData APIsSplits

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • TipRanks adds mobile access for on-the-go monitoring.
  • Expands into Stock Ideas, Top Analysts, and ETF Screeners coverage beyond what Roic AI offers.
  • Standout features include Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., and AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries..
  • Pair it with Roic AI if you still need Transcripts, Sheets / Excel Add-ins, and Stock Handbook.

Adds coverage: Stock Ideas, Top Analysts, ETF Screeners, and Stock Comparison

Standout features: Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries., and Stock/ETF research workflow includes analyst forecasts/consensus & price targets plus pages/tabs for news/insights, dividends, earnings, ownership, financials, and technical analysis (example: AAPL).

#7 Alternative

Hands-on TestedFree Tier
Similarity score 1085Category overlap: 63%

Shared coverage

FinancialsTranscriptsNewsScreenersSplits

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Investing.com adds mobile access for on-the-go monitoring.
  • Expands into Alerts, Calendar, and Dividends coverage beyond what Roic AI offers.
  • Standout features include Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., and Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view..
  • Pair it with Roic AI if you still need Data APIs, Sheets / Excel Add-ins, and Stock Handbook.

Adds coverage: Alerts, Calendar, Dividends, and IPO

Standout features: Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view., and Portfolio & watchlist tracking; help docs describe importing a watchlist from CSV and downloading portfolio/watchlist/holdings as CSV.

#8 Alternative

Hands-on TestedFree Tier
Similarity score 1053Category overlap: 63%

Shared coverage

FinancialsNewsData APIsSheets / Excel Add-insSplits

Assets: Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • Trading Economics adds mobile access for on-the-go monitoring.
  • Expands into GDP, Inflation Rates, and Unemployment Rates coverage beyond what Roic AI offers.
  • Standout features include Docs advertise indicators (>15,000 data series from official sources) and an economic calendar (~1600 events/month across 150+ countries)., REST API provides direct access to economic indicators plus markets data (FX, stock indexes, government bond yields, commodities) and company financials; includes subscriptions to market quotes and streaming updates (calendar + earnings)., and API supports JSON/CSV/XML output via the &f= parameter and API-key auth via query param (c=) or Authorization header..
  • Pair it with Roic AI if you still need Transcripts, Screeners, and Stock Handbook.

Adds coverage: GDP, Inflation Rates, Unemployment Rates, and Interest Rates

Standout features: Docs advertise indicators (>15,000 data series from official sources) and an economic calendar (~1600 events/month across 150+ countries)., REST API provides direct access to economic indicators plus markets data (FX, stock indexes, government bond yields, commodities) and company financials; includes subscriptions to market quotes and streaming updates (calendar + earnings)., API supports JSON/CSV/XML output via the &f= parameter and API-key auth via query param (c=) or Authorization header., and API limits: general limit of 1 request/second; historical endpoints capped at 10,000 rows and economic calendar endpoints capped at 1,000 rows per call.

#9 Alternative

Free Tier
Similarity score 1033Category overlap: 63%

Shared coverage

FinancialsNewsScreenersData APIsSheets / Excel Add-ins

Assets: Stocks

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • Expands into Stock Ideas, Data Visualizations, and Index Rebalancing coverage beyond what Roic AI offers.
  • Standout features include Web-based analytics terminal for equity investors with company data for ~1 700 Nordic and 16 000+ global companies, 20 years of history, thousands of ratios, technical analysis, strategies, screener, MFN news and API/Excel plug-in., Complete financials (income statement, balance sheet, cash flow) with long annual, quarterly and rolling 12‑month history and visual comparison against sector peers., and Advanced stock screener with several thousand KPIs, mini charts, saved filters and watchlists, plus intraday price‑performance KPIs for multiple short-term horizons in the UI..
  • Pair it with Roic AI if you still need Transcripts, Splits, and Stock Handbook.

Adds coverage: Stock Ideas, Data Visualizations, Index Rebalancing, and Watchlist

Standout features: Web-based analytics terminal for equity investors with company data for ~1 700 Nordic and 16 000+ global companies, 20 years of history, thousands of ratios, technical analysis, strategies, screener, MFN news and API/Excel plug-in., Complete financials (income statement, balance sheet, cash flow) with long annual, quarterly and rolling 12‑month history and visual comparison against sector peers., Advanced stock screener with several thousand KPIs, mini charts, saved filters and watchlists, plus intraday price‑performance KPIs for multiple short-term horizons in the UI., and Built-in quantitative strategies such as Magic Formula, Graham, Dividend, F-Score and Net-nets leveraging the historical ratio database for stock idea generation.

#10 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 1014Category overlap: 50%

Shared coverage

FinancialsTranscriptsNewsScreeners

Assets: Stocks, ETFs, and Closed-End Funds

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Koyfin adds mobile access for on-the-go monitoring.
  • Expands into ETF Screeners, Data Visualizations, and Custom Dashboards coverage beyond what Roic AI offers.
  • Standout features include Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., and Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads..
  • Pair it with Roic AI if you still need Data APIs, Sheets / Excel Add-ins, and Splits.

Adds coverage: ETF Screeners, Data Visualizations, Custom Dashboards, and Correlation

Standout features: Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads., and Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).

#11 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 1014Category overlap: 50%

Shared coverage

FinancialsNewsScreenersSplits

Assets: Stocks, ETFs, and Closed-End Funds

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Stock Analysis adds mobile access for on-the-go monitoring.
  • Expands into Stock Ideas, ETF Screeners, and Top Analysts coverage beyond what Roic AI offers.
  • Standout features include Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., and Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles..
  • Pair it with Roic AI if you still need Transcripts, Data APIs, and Sheets / Excel Add-ins.

Adds coverage: Stock Ideas, ETF Screeners, Top Analysts, and Stock Comparison

Standout features: Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles., and Three real-time screeners (stocks, ETFs, IPOs) with 200+ indicators and filters, including country, exchange, sector, industry, index membership, dates (e.g., IPO date, ex‑dividend), and performance/valuation metrics; results update live as filters change.

#12 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 970Category overlap: 50%

Shared coverage

NewsScreenersData APIsSplits

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • Expands into APIs & SDKs, Calendar, and News Sentiment coverage beyond what Roic AI offers.
  • Standout features include Personal-use pricing: Free ($0), EOD All World ($19.99/mo), EOD+Intraday All World Extended ($29.99/mo), Fundamentals Data Feed ($59.99/mo), All‑In‑One ($99.99/mo)., Commercial-use pricing: Internal Use ($399/mo) and Enterprise ($2499/mo) are listed, plus a Custom plan (quote)., and Rate limits & quotas: minute request limit is 1000 requests/min; paid plans default to 100,000 daily “API calls” (with different endpoints consuming different call amounts)..
  • Pair it with Roic AI if you still need Financials, Transcripts, and Sheets / Excel Add-ins.

Adds coverage: APIs & SDKs, Calendar, News Sentiment, and Dividends

Standout features: Personal-use pricing: Free ($0), EOD All World ($19.99/mo), EOD+Intraday All World Extended ($29.99/mo), Fundamentals Data Feed ($59.99/mo), All‑In‑One ($99.99/mo)., Commercial-use pricing: Internal Use ($399/mo) and Enterprise ($2499/mo) are listed, plus a Custom plan (quote)., Rate limits & quotas: minute request limit is 1000 requests/min; paid plans default to 100,000 daily “API calls” (with different endpoints consuming different call amounts)., and Tick Data API (US equities): available in All‑In‑One, or “by request” as an additional package; dataset begins 2008‑01‑01; consumes 10 API calls/request.

#13 Alternative

Hands-on TestedFree Tier
Similarity score 968Category overlap: 50%

Shared coverage

NewsScreenersData APIsSplits

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • Quiver Quantitative adds mobile access for on-the-go monitoring.
  • Expands into Watchlist, Backtesting, and US Government Trades coverage beyond what Roic AI offers.
  • Standout features include Alternative data dashboards spanning Congress trading, insider activity, government contracts, lobbying, app ratings, Google Trends, U.S. patents, ETF and institutional holdings, and more., Congress Trading dashboard parses public disclosures, tracks post-trade performance, and shows cumulative returns by individual politicians., and Institutional Holdings (13F) dashboard, with a backtesting tool for premium users to evaluate fund-level positioning over time..
  • Pair it with Roic AI if you still need Financials, Transcripts, and Sheets / Excel Add-ins.

Adds coverage: Watchlist, Backtesting, US Government Trades, and Investor Holdings

Standout features: Alternative data dashboards spanning Congress trading, insider activity, government contracts, lobbying, app ratings, Google Trends, U.S. patents, ETF and institutional holdings, and more., Congress Trading dashboard parses public disclosures, tracks post-trade performance, and shows cumulative returns by individual politicians., Institutional Holdings (13F) dashboard, with a backtesting tool for premium users to evaluate fund-level positioning over time., and Premium adds advanced tools like stock screeners, alerts, institutional and congressional backtesters, Smart Score/Bull–Bear metrics, watchlists, exportable data samples, and early access to curated content. Pricing is $25/month or $300/year, with free trials (7 or 30 days).

#14 Alternative

Free Tier
Similarity score 960Category overlap: 50%

Shared coverage

FinancialsTranscriptsNewsScreeners

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and API

Pricing: Free and Subscription

Why investors switch

  • EPSMomentum adds mobile access for on-the-go monitoring.
  • Expands into Stock Ideas, Data Visualizations, and Money Flow coverage beyond what Roic AI offers.
  • Standout features include Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders., and Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process..
  • Pair it with Roic AI if you still need Data APIs, Sheets / Excel Add-ins, and Splits.

Adds coverage: Stock Ideas, Data Visualizations, Money Flow, and Portfolio

Standout features: Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders., Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process., and Estimates Revision Score (RS) that tracks changes in Wall Street earnings and sales forecasts to highlight positive and negative revision regimes.

#15 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 954Category overlap: 50%

Shared coverage

FinancialsTranscriptsNewsScreeners

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Seeking Alpha adds mobile access for on-the-go monitoring.
  • Expands into Alerts, Calendar, and Stock Ideas coverage beyond what Roic AI offers.
  • Standout features include Real-time financial news and market-moving analysis with alerting controls (content + ratings/price + portfolio digests)., Portfolio tracker supports manual lot entry (shares, price, date, transaction type) and downloads/export to Excel (.xlsx)., and Premium/PRO: broker-linked portfolios via Plaid/SnapTrade; holdings can auto-update (daily) with MFA/OTP caveats..
  • Pair it with Roic AI if you still need Data APIs, Sheets / Excel Add-ins, and Splits.

Adds coverage: Alerts, Calendar, Stock Ideas, and Top Analysts

Standout features: Real-time financial news and market-moving analysis with alerting controls (content + ratings/price + portfolio digests)., Portfolio tracker supports manual lot entry (shares, price, date, transaction type) and downloads/export to Excel (.xlsx)., Premium/PRO: broker-linked portfolios via Plaid/SnapTrade; holdings can auto-update (daily) with MFA/OTP caveats., and Symbol-page ratings: Quant Rating + SA Author rating + Wall Street (sell-side) rating, plus factor grades (Value/Growth/Profitability/Momentum/EPS Revisions).

#16 Alternative

Analyst PickHands-on TestedFree Tier
Similarity score 954Category overlap: 50%

Shared coverage

FinancialsTranscriptsNewsScreeners

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Stock Rover adds mobile access for on-the-go monitoring.
  • Expands into ETF Screeners, Stock Comparison, and ETF Comparison coverage beyond what Roic AI offers.
  • Standout features include Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., and Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools..
  • Pair it with Roic AI if you still need Data APIs, Sheets / Excel Add-ins, and Splits.

Adds coverage: ETF Screeners, Stock Comparison, ETF Comparison, and Data Visualizations

Standout features: Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools., and Future Simulations tool uses Monte Carlo methods to model long‑term portfolio outcomes under different market regimes, inflation assumptions and contribution/withdrawal patterns.

#17 Alternative

Hands-on TestedFree Tier
Similarity score 940Category overlap: 50%

Shared coverage

FinancialsNewsScreenersSplits

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Nasdaq.com adds mobile access for on-the-go monitoring.
  • Expands into Portfolio, Watchlist, and Calendar coverage beyond what Roic AI offers.
  • Standout features include Real-time U.S. quotes with continuously updating bid/ask via Nasdaq Basic, with data credited to Nasdaq Data Link., Built-in screeners for stocks, ETFs, and mutual funds with filterable metrics., and Options chains enhanced with Greeks such as Delta, Gamma, and Vega..
  • Pair it with Roic AI if you still need Transcripts, Data APIs, and Sheets / Excel Add-ins.

Adds coverage: Portfolio, Watchlist, Calendar, and Dividends

Standout features: Real-time U.S. quotes with continuously updating bid/ask via Nasdaq Basic, with data credited to Nasdaq Data Link., Built-in screeners for stocks, ETFs, and mutual funds with filterable metrics., Options chains enhanced with Greeks such as Delta, Gamma, and Vega., and Dedicated pages for short interest, insider transactions, and institutional holdings (13F).

#18 Alternative

Hands-on TestedFree Tier
Similarity score 940Category overlap: 50%

Shared coverage

FinancialsNewsScreenersSplits

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Tickertape adds mobile access for on-the-go monitoring.
  • Expands into Portfolio, Watchlist, and Alerts coverage beyond what Roic AI offers.
  • Standout features include Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., and End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day..
  • Pair it with Roic AI if you still need Transcripts, Data APIs, and Sheets / Excel Add-ins.

Adds coverage: Portfolio, Watchlist, Alerts, and Dividends

Standout features: Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day., and Broker integration with leading platforms such as Zerodha, Upstox, ICICI Direct, HDFC Securities, Groww, 5Paisa, and more, enabling portfolio sync and in-app trading.

#19 Alternative

Hands-on TestedFree Tier
Similarity score 940Category overlap: 50%

Shared coverage

FinancialsNewsScreenersSplits

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Yahoo Finance adds mobile access for on-the-go monitoring.
  • Expands into Alerts, Calendar, and Portfolio coverage beyond what Roic AI offers.
  • Standout features include Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV., and Portfolio data can be imported/exported as CSV (useful for spreadsheet workflows)..
  • Pair it with Roic AI if you still need Transcripts, Data APIs, and Sheets / Excel Add-ins.

Adds coverage: Alerts, Calendar, Portfolio, and Watchlist

Standout features: Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV., Portfolio data can be imported/exported as CSV (useful for spreadsheet workflows)., and Advanced Chart supports adding multiple ticker symbols to compare relative performance (desktop + mobile browsers).

#20 Alternative

Free Tier
Similarity score 932Category overlap: 50%

Shared coverage

FinancialsTranscriptsNewsScreeners

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • MarketScreener adds mobile access for on-the-go monitoring.
  • Expands into Alerts, Calendar, and Stock Ideas coverage beyond what Roic AI offers.
  • Standout features include Market news + quotes with broad coverage across equities, ETFs, commodities, currencies/forex and cryptocurrencies., Custom watchlists ("My lists") with real-time quotes, news, earnings releases, valuation trends, broker recommendations, and smart email alerts., and Stock Screener with 650+ fundamental and technical criteria; includes filters for dividends, analyst consensus/revisions, technical indicators, and ESG..
  • Pair it with Roic AI if you still need Data APIs, Sheets / Excel Add-ins, and Splits.

Adds coverage: Alerts, Calendar, Stock Ideas, and Data Visualizations

Standout features: Market news + quotes with broad coverage across equities, ETFs, commodities, currencies/forex and cryptocurrencies., Custom watchlists ("My lists") with real-time quotes, news, earnings releases, valuation trends, broker recommendations, and smart email alerts., Stock Screener with 650+ fundamental and technical criteria; includes filters for dividends, analyst consensus/revisions, technical indicators, and ESG., and Dynamic Chart with configurable technical indicators and quick switching between stocks and personal lists; technical indicators available on 30,000+ listed stocks.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

News×20Financials×18Screeners×18Splits×13Transcripts×11Data APIs×9Sheets / Excel Add-ins×5Stock Handbook×1

New angles introduced

Categories the alternatives add beyond Roic AI.

Calendar+17Dividends+15Watchlist+15Analyst Price Targets+14Analyst Recommendations+14Portfolio+14Alerts+13Analyst Forecasts+13

Free Access & Pricing

Free options

All 20

20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.

Mobile ready

15/20

15 alternatives bring native mobile access.

API availability

10/20

10 of the shortlisted tools expose API endpoints for automation-heavy workflows.

Quality checks

8 starred / 17 tested

8 tools are flagged as analyst picks; 17 have been hands-on tested.

Avg. coverage overlap

59%

Average percentage of categories shared with the base tool.

Free Alternatives FAQ

What are the best free alternatives to Roic AI?

Start with Financial Modeling Prep (FMP), GuruFocus, and Fiscal.ai 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, Data APIs, Sheets / Excel Add-ins, Splits, and Stock Handbook, so core Roic AI workflows can move over without a paid upgrade.

What extra coverage do the free alternatives add?

Calendar, Dividends, IPO, Inflation Rates, GDP, Unemployment Rates, Interest Rates, Commitment of Traders (COT), Scores, ESG Ratings, Valuation Models, ETF Overview, ETF Holdings, ETF Fundamentals, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, 13F, Insider Data, Institutional Data, APIs & SDKs, Stock Ideas, Stock Comparison, Data Visualizations, Portfolio, Investor Holdings, US Government Trades, Backtesting, Alerts, Special Situations, Spin-offs, Acquisitions, Delisted, Yield Curves, Short Interest, 13D/13G, AI, AI Chat, Education, Videos, Blogs, Forums, Newsletters, Watchlist, ETF Performance, Improved Filings, AI Business Summary, AI Filings Summary, AI Earnings Summary, AI Report, Webhooks, News Sentiment, Market Sentiment, Retail Sales, Options & Derivatives, Options, Broker Connectors, Top Analysts, ETF Screeners, ETF Comparison, Bulls Say Bear Say, Buybacks & Authorizations, Options P&L, Compounding Calculator, Retirement Calculator, Credit Ratings & Outlooks, Index Rebalancing, Custom Dashboards, Correlation, ETF Valuation, Fund Overview, Fund Performance, Fund Holdings, Client & Investor Reporting, Model Portfolios & Sleeves, Householding & Multi-Entity, Reddit, Which ETF includes this Stock?, Patents / USPTO, Dark Pool & Off-Exchange, Money Flow, Dividend, Monte Carlo, Flags, and Fund Rating 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?

Stock Handbook, Sheets / Excel Add-ins, Splits, Screeners, Data APIs, Transcripts, and Financials remain strengths for Roic AI. Keep it handy for those tasks or plan for a paid upgrade if they matter.

Information

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.

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Got questions or suggestions? I'm all ears!

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Starred Tools

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.