Fiscal.ai overlaps on Financials, Transcripts, and News and pushes into Stock Comparison and Data Visualizations with Roic AI and is the quickest matchup to review first.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Wednesday, December 3, 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
Fiscal.ai, GuruFocus, and Trendlyne keep freemium tiers so you can benchmark Roic AI without committing budget.
Roic AI rivals most often add coverage in Watchlist, Dividends, and Analyst Forecasts, so focus there when evaluating upgrades.
24
Matchups catalogued
22
Include free tiers
13
Offer mobile access
56%
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.
- News23
- Financials22
- Screeners20
- Transcripts14
- Splits13
- Data APIs10
Where rivals add depth
Common coverage areas that comparison partners introduce beyond Roic AI.
- Watchlist19
- Dividends17
- Analyst Forecasts16
- Analyst Price Targets16
- ETF Holdings16
- Portfolio16
Where Roic AI stands alone
Categories that remain exclusive to Roic AI across these matchups.
- Stock Handbook24
- Sheets / Excel Add-ins18
- Data APIs14
- Splits11
- Transcripts10
- Screeners4
Matchups
Dive into the full comparison roster
Start with the closest overlaps, then branch into tools that push Roic AI into new workflows.
Fiscal.ai
75% overlapEditor’s pick
Hands-on review
Fiscal.ai overlaps on Financials, Transcripts, and News, adds Stock Comparison, Data Visualizations, and Portfolio coverage, keeps a free plan on the table while matching Roic AI.
Shared categories
Fiscal.ai adds
- Stock Comparison
- Data Visualizations
- Portfolio
- Watchlist
Roic AI keeps to itself
- Sheets / Excel Add-ins
- Stock Handbook
Shared platforms
WebAPI
Shared pricing
FreeSubscription
GuruFocus
75% overlapEditor’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.
Shared categories
GuruFocus adds
- Stock Ideas
- Stock Comparison
- Portfolio
- Backtesting
Roic AI keeps to itself
- Splits
- Stock Handbook
Shared platforms
WebAPI
Shared pricing
FreeSubscription
Trendlyne
75% overlapHands-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.
Shared categories
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
FreeSubscription
OpenBB
75% overlapOpenBB 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.
Shared categories
OpenBB adds
- APIs & SDKs
- Custom Dashboards
- IPO
- Dividends
Roic AI keeps to itself
- Screeners
- Stock Handbook
Shared platforms
WebAPI
Shared pricing
FreeSubscription
EODHD (EOD Historical Data)
63% overlapEditor’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.
Shared categories
EODHD (EOD Historical Data) adds
- News Sentiment
- Analyst Forecasts
- Dividends
- Delisted
Roic AI keeps to itself
- Transcripts
- Screeners
- Stock Handbook
Shared platforms
WebAPI
Shared pricing
FreeSubscription
Financial Modeling Prep (FMP)
63% overlapEditor’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.
Shared categories
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
WebAPI
Shared pricing
FreeSubscription
Alpha Vantage
63% overlapHands-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.
Shared categories
Alpha Vantage adds
- News Sentiment
- Calendar
- Dividends
- IPO
Roic AI keeps to itself
- Financials
- Screeners
- Stock Handbook
Shared platforms
WebAPI
Shared pricing
FreeSubscription
YCharts
63% overlapHands-on review
YCharts overlaps on Financials, News, and Screeners, adds Stock Comparison, ETF Comparison, and Data Visualizations coverage while matching Roic AI.
Shared categories
YCharts adds
- Stock Comparison
- ETF Comparison
- Data Visualizations
- Portfolio
Roic AI keeps to itself
- Transcripts
- Splits
- Stock Handbook
Shared platforms
WebAPI
Shared pricing
Subscription
FINVIZ
50% overlapEditor’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.
Shared categories
FINVIZ adds
- Data Visualizations
- Portfolio
- Watchlist
- Backtesting
Roic AI keeps to itself
- Transcripts
- Sheets / Excel Add-ins
- Splits
- Stock Handbook
Shared platforms
WebAPI
Shared pricing
FreeSubscription
Koyfin
50% overlapEditor’s pick
Hands-on review
Koyfin overlaps on Financials, Transcripts, and News, adds Portfolio, Watchlist, and ETF Screeners coverage, keeps a free plan on the table while matching Roic AI.
Shared categories
Koyfin adds
- Portfolio
- Watchlist
- ETF Screeners
- Dividends
Roic AI keeps to itself
- Data APIs
- Sheets / Excel Add-ins
- Splits
- Stock Handbook
Shared platforms
Web
Shared pricing
FreeSubscription
Perplexity Finance
50% overlapEditor’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.
Shared categories
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
FreeSubscription
Seeking Alpha
50% overlapEditor’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.
Shared categories
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
FreeSubscription
Stock Analysis
50% overlapEditor’s pick
Hands-on review
Stock Analysis overlaps on Financials, News, and Screeners, adds Stock Ideas, ETF Screeners, and Top Analysts coverage, keeps a free plan on the table while matching Roic AI.
Shared categories
Stock Analysis adds
- Stock Ideas
- ETF Screeners
- Top Analysts
- IPO
Roic AI keeps to itself
- Transcripts
- Data APIs
- Sheets / Excel Add-ins
- Stock Handbook
Shared platforms
Web
Shared pricing
FreeSubscription
Stock Rover
50% overlapEditor’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.
Shared categories
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
FreeSubscription
TIKR
50% overlapEditor’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.
Shared categories
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
FreeSubscription
TradingView
50% overlapEditor’s pick
Hands-on review
TradingView overlaps on Financials, News, and Screeners, adds Stock Ideas, ETF Screeners, and Data Visualizations coverage, keeps a free plan on the table while matching Roic AI.
Shared categories
TradingView adds
- Stock Ideas
- ETF Screeners
- Data Visualizations
- Options & Derivatives
Roic AI keeps to itself
- Transcripts
- Data APIs
- Sheets / Excel Add-ins
- Stock Handbook
Shared platforms
Web
Shared pricing
FreeSubscription
Quiver Quantitative
50% overlapHands-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
WebAPI
Shared pricing
FreeSubscription
Fintool
50% overlapHands-on review
Fintool overlaps on Financials, Transcripts, and Screeners, adds Watchlist, AI Chat, and AI Report coverage while matching Roic AI.
Shared categories
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
WebAPI
Shared pricing
Subscription
Investing.com
50% overlapHands-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.
Shared categories
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
FreeSubscription
Nasdaq.com
50% overlapHands-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.
Shared categories
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
FreeSubscription
Tickertape
50% overlapHands-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.
Shared categories
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
FreeSubscription
Tweenvest
50% overlapHands-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.
Shared categories
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
FreeSubscription
Yahoo Finance
50% overlapHands-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.
Shared categories
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
FreeSubscription
Alpha Spread
50% overlapAlpha Spread overlaps on Financials, Transcripts, and News, adds Stock Comparison, Stock Ideas, and Valuation Models coverage, keeps a free plan on the table while matching Roic AI.
Shared categories
Alpha Spread adds
- Stock Comparison
- Stock Ideas
- Valuation Models
- Analyst Price Targets
Roic AI keeps to itself
- Data APIs
- Sheets / Excel Add-ins
- Splits
- Stock Handbook
Shared platforms
WebAPI
Shared pricing
FreeSubscription
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.