VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Saturday, October 18, 2025

Matchup hub

Compare Roic AI

Every head-to-head showdown featuring Roic AI. Review coverage overlap, standout differentiators, and pricing context before you request demos.

Quick takeaways

Trendlyne overlaps on Financials, Transcripts, and News and pushes into Analyst Forecasts and Analyst Price Targets with Roic AI and is the quickest matchup to review first.

Trendlyne, OpenBB, and EODHD (EOD Historical Data) keep freemium tiers so you can benchmark Roic AI without committing budget.

Roic AI rivals most often add coverage in Watchlist, Dividends, and Calendar, so focus there when evaluating upgrades.

24

Matchups catalogued

22

Include free tiers

15

Offer mobile access

55%

Avg category overlap

Category heatmap

How Roic AI stacks up

Spot the coverage themes most often compared against this tool and where rivals extend or lag.

Shared battlegrounds

Categories that appear in the majority of head-to-head matchups.

  • News
    22
  • Financials
    21
  • Screeners
    20
  • Transcripts
    14
  • Splits
    13
  • Data APIs
    10

Where rivals add depth

Common coverage areas that comparison partners introduce beyond Roic AI.

  • Watchlist
    19
  • Dividends
    17
  • Calendar
    15
  • ETF Holdings
    15
  • ETF Overview
    15
  • Portfolio
    15

Where Roic AI stands alone

Categories that remain exclusive to Roic AI across these matchups.

  • Stock Handbook
    24
  • Sheets / Excel Add-ins
    18
  • Data APIs
    14
  • Splits
    11
  • Transcripts
    10
  • Screeners
    4

Matchups

Dive into the full comparison roster

Start with the closest overlaps, then branch into tools that push Roic AI into new workflows.

Trendlyne logo

Trendlyne

75% overlap

Hands-on review

Trendlyne overlaps on Financials, Transcripts, and News, adds Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations coverage, keeps a free plan on the table while matching Roic AI.

Trendlyne adds

  • Analyst Forecasts
  • Analyst Price Targets
  • Analyst Recommendations
  • Data Visualizations

Roic AI keeps to itself

  • Data APIs
  • Stock Handbook

Shared platforms

Web

Shared pricing

Free
Subscription
OpenBB logo

OpenBB

75% overlap

OpenBB overlaps on Financials, Transcripts, and News, adds APIs & SDKs, Custom Dashboards, and IPO coverage, keeps a free plan on the table while matching Roic AI.

OpenBB adds

  • APIs & SDKs
  • Custom Dashboards
  • IPO
  • Dividends

Roic AI keeps to itself

  • Screeners
  • Stock Handbook

Shared platforms

Web
API

Shared pricing

Free
Subscription
EODHD (EOD Historical Data) logo

EODHD (EOD Historical Data)

63% overlap

Editor’s pick

Hands-on review

EODHD (EOD Historical Data) overlaps on Financials, News, and Data APIs, adds News Sentiment, Analyst Forecasts, and Dividends coverage, keeps a free plan on the table while matching Roic AI.

EODHD (EOD Historical Data) adds

  • News Sentiment
  • Analyst Forecasts
  • Dividends
  • Delisted

Roic AI keeps to itself

  • Transcripts
  • Screeners
  • Stock Handbook

Shared platforms

Web
API

Shared pricing

Free
Subscription
Financial Modeling Prep (FMP) logo

Financial Modeling Prep (FMP)

63% overlap

Editor’s pick

Hands-on review

Financial Modeling Prep (FMP) overlaps on Financials, Transcripts, and News, adds ETF Holdings, 13F, and Insider Data coverage, keeps a free plan on the table while matching Roic AI.

Financial Modeling Prep (FMP) adds

  • ETF Holdings
  • 13F
  • Insider Data
  • Analyst Forecasts

Roic AI keeps to itself

  • Screeners
  • Sheets / Excel Add-ins
  • Stock Handbook

Shared platforms

Web
API

Shared pricing

Free
Subscription
Fiscal.ai logo

Fiscal.ai

63% overlap

Editor’s pick

Hands-on review

Fiscal.ai overlaps on Financials, Transcripts, and Screeners, adds Data Visualizations, Stock Comparison, and Portfolio coverage, keeps a free plan on the table while matching Roic AI.

Fiscal.ai adds

  • Data Visualizations
  • Stock Comparison
  • Portfolio
  • Watchlist

Roic AI keeps to itself

  • News
  • Sheets / Excel Add-ins
  • Stock Handbook

Shared platforms

Web
API

Shared pricing

Free
Subscription
GuruFocus logo

GuruFocus

63% overlap

Editor’s pick

Hands-on review

GuruFocus overlaps on Financials, Transcripts, and News, adds Stock Ideas, Stock Comparison, and Portfolio coverage, keeps a free plan on the table while matching Roic AI.

GuruFocus adds

  • Stock Ideas
  • Stock Comparison
  • Portfolio
  • Backtesting

Roic AI keeps to itself

  • Data APIs
  • Splits
  • Stock Handbook

Shared platforms

Web
API

Shared pricing

Free
Subscription
Alpha Vantage logo

Alpha Vantage

63% overlap

Hands-on review

Alpha Vantage overlaps on Transcripts, News, and Data APIs, adds News Sentiment, Calendar, and Dividends coverage, keeps a free plan on the table while matching Roic AI.

Alpha Vantage adds

  • News Sentiment
  • Calendar
  • Dividends
  • IPO

Roic AI keeps to itself

  • Financials
  • Screeners
  • Stock Handbook

Shared platforms

Web
API

Shared pricing

Free
Subscription
YCharts logo

YCharts

63% overlap

Hands-on review

YCharts overlaps on Financials, News, and Screeners, adds Stock Comparison, ETF Comparison, and Data Visualizations coverage while matching Roic AI.

YCharts adds

  • Stock Comparison
  • ETF Comparison
  • Data Visualizations
  • Portfolio

Roic AI keeps to itself

  • Transcripts
  • Splits
  • Stock Handbook

Shared platforms

Web
API

Shared pricing

Subscription
FINVIZ logo

FINVIZ

50% overlap

Editor’s pick

Hands-on review

FINVIZ overlaps on Financials, News, and Screeners, adds Data Visualizations, Portfolio, and Watchlist coverage, keeps a free plan on the table while matching Roic AI.

FINVIZ adds

  • Data Visualizations
  • Portfolio
  • Watchlist
  • Backtesting

Roic AI keeps to itself

  • Transcripts
  • Sheets / Excel Add-ins
  • Splits
  • Stock Handbook

Shared platforms

Web
API

Shared pricing

Free
Subscription
Koyfin logo

Koyfin

50% overlap

Editor’s pick

Hands-on review

Koyfin overlaps on Financials, Transcripts, and News, adds ETF Screeners, Data Visualizations, and Alerts coverage, keeps a free plan on the table while matching Roic AI.

Koyfin adds

  • ETF Screeners
  • Data Visualizations
  • Alerts
  • Calendar

Roic AI keeps to itself

  • Data APIs
  • Sheets / Excel Add-ins
  • Splits
  • Stock Handbook

Shared platforms

Web

Shared pricing

Free
Subscription
Perplexity Finance logo

Perplexity Finance

50% overlap

Editor’s pick

Hands-on review

Perplexity Finance overlaps on Financials, Transcripts, and News, adds Data Visualizations, Watchlist, and ETF Overview coverage, keeps a free plan on the table while matching Roic AI.

Perplexity Finance adds

  • Data Visualizations
  • Watchlist
  • ETF Overview
  • Analyst Forecasts

Roic AI keeps to itself

  • Data APIs
  • Sheets / Excel Add-ins
  • Splits
  • Stock Handbook

Shared platforms

Web

Shared pricing

Free
Subscription
Seeking Alpha logo

Seeking Alpha

50% overlap

Editor’s pick

Hands-on review

Seeking Alpha overlaps on Financials, Transcripts, and News, adds ETF Screeners, Stock Comparison, and Data Visualizations coverage, keeps a free plan on the table while matching Roic AI.

Seeking Alpha adds

  • ETF Screeners
  • Stock Comparison
  • Data Visualizations
  • Portfolio

Roic AI keeps to itself

  • Data APIs
  • Sheets / Excel Add-ins
  • Splits
  • Stock Handbook

Shared platforms

Web

Shared pricing

Free
Subscription
Stock Analysis logo

Stock Analysis

50% overlap

Editor’s pick

Hands-on review

Stock Analysis overlaps on Financials, News, and Screeners, adds ETF Screeners, IPO, and Top Analysts coverage, keeps a free plan on the table while matching Roic AI.

Stock Analysis adds

  • ETF Screeners
  • IPO
  • Top Analysts
  • Stock Comparison

Roic AI keeps to itself

  • Transcripts
  • Data APIs
  • Sheets / Excel Add-ins
  • Stock Handbook

Shared platforms

Web

Shared pricing

Free
Subscription
Stock Rover logo

Stock Rover

50% overlap

Editor’s pick

Hands-on review

Stock Rover overlaps on Financials, Transcripts, and News, adds ETF Screeners, Stock Comparison, and ETF Comparison coverage, keeps a free plan on the table while matching Roic AI.

Stock Rover adds

  • ETF Screeners
  • Stock Comparison
  • ETF Comparison
  • Data Visualizations

Roic AI keeps to itself

  • Data APIs
  • Sheets / Excel Add-ins
  • Splits
  • Stock Handbook

Shared platforms

Web

Shared pricing

Free
Subscription
TIKR logo

TIKR

50% overlap

Editor’s pick

Hands-on review

TIKR overlaps on Financials, Transcripts, and News, adds Watchlist, Investor Holdings, and Analyst Forecasts coverage, keeps a free plan on the table while matching Roic AI.

TIKR adds

  • Watchlist
  • Investor Holdings
  • Analyst Forecasts
  • Analyst Price Targets

Roic AI keeps to itself

  • Data APIs
  • Sheets / Excel Add-ins
  • Splits
  • Stock Handbook

Shared platforms

Web

Shared pricing

Free
Subscription
TradingView logo

TradingView

50% overlap

Editor’s pick

Hands-on review

TradingView overlaps on Financials, News, and Screeners, adds ETF Screeners, Stock Ideas, and Data Visualizations coverage, keeps a free plan on the table while matching Roic AI.

TradingView adds

  • ETF Screeners
  • Stock Ideas
  • Data Visualizations
  • Options & Derivatives

Roic AI keeps to itself

  • Transcripts
  • Data APIs
  • Sheets / Excel Add-ins
  • Stock Handbook

Shared platforms

Web

Shared pricing

Free
Subscription
Quiver Quantitative logo

Quiver Quantitative

50% overlap

Hands-on review

Quiver Quantitative overlaps on News, Screeners, and Data APIs, adds Watchlist, Backtesting, and US Government Trades coverage, keeps a free plan on the table while matching Roic AI.

Quiver Quantitative adds

  • Watchlist
  • Backtesting
  • US Government Trades
  • Investor Holdings

Roic AI keeps to itself

  • Financials
  • Transcripts
  • Sheets / Excel Add-ins
  • Stock Handbook

Shared platforms

Web
API

Shared pricing

Free
Subscription
Fintool logo

Fintool

50% overlap

Hands-on review

Fintool overlaps on Financials, Transcripts, and Screeners, adds Watchlist, AI Chat, and AI Report coverage while matching Roic AI.

Fintool adds

  • Watchlist
  • AI Chat
  • AI Report
  • AI Earnings Summary

Roic AI keeps to itself

  • News
  • Sheets / Excel Add-ins
  • Splits
  • Stock Handbook

Shared platforms

Web
API

Shared pricing

Subscription
Investing.com logo

Investing.com

50% overlap

Hands-on review

Investing.com overlaps on Financials, News, and Screeners, adds ETF Screeners, Portfolio, and Watchlist coverage, keeps a free plan on the table while matching Roic AI.

Investing.com adds

  • ETF Screeners
  • Portfolio
  • Watchlist
  • Alerts

Roic AI keeps to itself

  • Transcripts
  • Data APIs
  • Sheets / Excel Add-ins
  • Stock Handbook

Shared platforms

Web

Shared pricing

Free
Subscription
Nasdaq.com logo

Nasdaq.com

50% overlap

Hands-on review

Nasdaq.com overlaps on Financials, News, and Screeners, adds Portfolio, Watchlist, and Calendar coverage, keeps a free plan on the table while matching Roic AI.

Nasdaq.com adds

  • Portfolio
  • Watchlist
  • Calendar
  • Dividends

Roic AI keeps to itself

  • Transcripts
  • Data APIs
  • Sheets / Excel Add-ins
  • Stock Handbook

Shared platforms

Web

Shared pricing

Free
Subscription
Tickertape logo

Tickertape

50% overlap

Hands-on review

Tickertape overlaps on Financials, News, and Screeners, adds Portfolio, Watchlist, and Alerts coverage, keeps a free plan on the table while matching Roic AI.

Tickertape adds

  • Portfolio
  • Watchlist
  • Alerts
  • Dividends

Roic AI keeps to itself

  • Transcripts
  • Data APIs
  • Sheets / Excel Add-ins
  • Stock Handbook

Shared platforms

Web

Shared pricing

Free
Subscription
Tweenvest logo

Tweenvest

50% overlap

Hands-on review

Tweenvest overlaps on Financials, Transcripts, and News, adds Scores, Valuation Models, and AI coverage, keeps a free plan on the table while matching Roic AI.

Tweenvest adds

  • Scores
  • Valuation Models
  • AI
  • Portfolio

Roic AI keeps to itself

  • Data APIs
  • Sheets / Excel Add-ins
  • Splits
  • Stock Handbook

Shared platforms

Web

Shared pricing

Free
Subscription
Yahoo Finance logo

Yahoo Finance

50% overlap

Hands-on review

Yahoo Finance overlaps on Financials, News, and Screeners, adds Watchlist, Portfolio, and Alerts coverage, keeps a free plan on the table while matching Roic AI.

Yahoo Finance adds

  • Watchlist
  • Portfolio
  • Alerts
  • Calendar

Roic AI keeps to itself

  • Transcripts
  • Data APIs
  • Sheets / Excel Add-ins
  • Stock Handbook

Shared platforms

Web

Shared pricing

Free
Subscription
Benzinga logo

Benzinga

50% overlap

Benzinga overlaps on Transcripts, News, and Screeners, adds Alerts, Newsletters, and Watchlist coverage, keeps a free plan on the table while matching Roic AI.

Benzinga adds

  • Alerts
  • Newsletters
  • Watchlist
  • Calendar

Roic AI keeps to itself

  • Financials
  • Sheets / Excel Add-ins
  • Splits
  • Stock Handbook

Shared platforms

Web
API

Shared pricing

Free
Subscription

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.