VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
Roic AI Review, Pricing, and Features
Roic AI provides company financials, ratios, valuations, transcripts, news, stock screens, spreadsheet add-ins, a REST API, and an MCP server. Plans differ by request rate, financial and transcript history, and commercial-use rights.
Best for
- Developers and investors comparing free, $29, and $89 plans for fundamentals, transcripts, news, prices, spreadsheets, and API access.
- People connecting financial data to Claude, ChatGPT, Cursor, VS Code Copilot, Codex, or a self-hosted MCP client.
- People comparing API vendors by free access, request rates, and financial and transcript history depth.
Watch out
- Free access is limited to 5 requests per minute, 2 years of annual financials, and 2 quarters of transcripts. It has no quarterly financials.
- Only the Enterprise plan includes commercial API use, multi-user access, and invoicing.
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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 the REST API with an API key and receive JSON by default or spreadsheet-ready TSV where supported.
- Financial statement, transcript, news, stock split, company-logo, ticker-search, and spreadsheet batch endpoints from the API surface.
- Use the Excel or Google Sheets add-in, spreadsheet batch endpoints, and TSV output for financial models.
- Connect the hosted MCP server to Claude, ChatGPT, Cursor, VS Code Copilot, or Codex, or self-host the open-source MCP package.
- Roic AI says it refreshes financial statements from SEC filings and stock prices from Nasdaq each day.
- Free covers companies worldwide at 5 requests per minute, with 2 years of annual financials, no quarterly financials, and 2 quarters of transcripts.
- Individual adds 300 requests per minute, 5 years of annual financials, and 20 quarters of financials. Professional adds unlimited requests, all available transcript history, an earnings calendar, and bulk downloads.
- 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 Microsoft Excel, Google Sheets, Claude, ChatGPT, Cursor, VS Code Copilot + 2 more.
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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Information
Who runs this
I'm Jera Value, and I write every record here myself. I'm an independent investor who likes code and value investing, and I keep these notes because I use the tools for my own research. When a page is wrong, I fix it and say so.
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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.