★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
Roic AI Review, Pricing, and Features
Roic AI is a financial data, stock research, and API platform for investors and developers who want company financials, transcripts, news, screeners, exports, spreadsheet endpoints, AI research assistance, and MCP or ChatGPT workflows. It is strongest for fundamentals and agent-ready data access, with worldwide coverage on every plan, but plan differences matter for rate limits, history depth, transcript depth, and commercial API use.
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Pricing
Free • From $29/mo · Enterprise · 4 plans
Free
Individual
Professional
Enterprise
Key features
- Research coverage for public companies through web pages that combine business summaries, financial statements, earnings call transcripts, news, identifiers, and stock split history.
- The stock screener to filter companies by exchange, industry, revenue, market cap, operating margin, geography, and related criteria.
- Access to a REST API with API-key authentication and JSON responses by default, with CSV available where supported.
- Financial statement, transcript, news, stock split, company-logo, ticker-search, and spreadsheet batch endpoints from the API surface.
- Export support for data to JSON, CSV, Excel, or TSV depending on endpoint and workflow.
- Excel and Google Sheets batch endpoints for spreadsheet-based financial research and model updates.
- AI research assistant, ChatGPT, and MCP-style workflows when you want finance data inside agent or chat-based research.
- SEC filings and Nasdaq-sourced price data as part of the underlying fundamentals and market-data workflow.
- Tier limits: Free includes worldwide coverage but low request rate and shorter history; paid plans increase rate limits, history depth, and transcript coverage.
- Roic AI is a data, research, and API platform, not a broker, portfolio accounting system, tax-lot engine, or trade execution product.
FAQ
Is Roic AI free?
Not entirely. Roic AI includes a free tier, but its paid subscription and other options unlock more capacity. Visit the vendor site for current limits and pricing. Enterprise quotes are handled directly with the vendor.
Who is Roic AI best for?
It suits beginner, intermediate, and advanced users.
What platforms and connections does Roic AI support?
You can use Roic AI on Web. Roic AI offers an API (REST) with APIKey authentication. Integrations include Google Sheets, ChatGPT, and MCP Server.
Which markets does Roic AI cover?
Roic AI covers North America, Europe, APAC, LatAm, Middle East, and Africa. It tracks Stocks, ETFs, and Closed-End Funds. Identifiers include Ticker, ISIN, and CUSIP.
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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.
Find me here:
- Twitter / X: @Jera_Value
- Website: Jera Value
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.
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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.