Alpha Spread adds Stock Comparison, Stock Ideas, Valuation Models, Analyst Price Targets, Analyst Forecasts, Watchlist, Portfolio, Alerts, and APIs & SDKs coverage that Roic AI skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Wednesday, December 3, 2025
Tool Comparison
Alpha Spread vs Roic AI comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Roic AI includes Data APIs, Sheets / Excel Add-ins, Splits, and Stock Handbook categories that Alpha Spread omits.
In depth comparison
Alpha Spread
alphaspread.com
Stock‑valuation platform centered on intrinsic value. Combines DCF and relative valuation into a scenario range (bear/base/bull), adds Wall Street estimates/targets, profitability & solvency scoring, a flexible screener (with alerts), watchlists, an investment journal, curated news, and side‑by‑side comparisons. Enterprise plan advertises API access (currently limited/waitlisted), with public self‑serve tiers Free, Premium, and Unlimited.
Categories
Platforms
WebAPI
Pricing
FreeSubscription
Quick highlights
- Automatic intrinsic value from two methods (DCF + relative valuation) with bear/base/bull range; “valuation history” views.
- Manual DCF with sensitivity analysis; separate discount‑rate (CAPM/WACC) calculator.
- Stock screener with valuation, Wall St targets/estimates, profitability, solvency, dividend safety/shareholder yield; prebuilt screens (e.g., Magic Formula) and email screener alerts.
- Watchlists plus targeted alerts: price/valuation thresholds, analyst price‑target changes, and insider activity.
- Analyst section with price targets and forward estimates; earnings‑calls section; AI assistant for natural‑language summaries/questions.
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Roic AI
roic.ai
Editor’s pick Hands-on review
Roic AI offers financial data, transcripts, screeners, and exports under a tiered plan structure. Free users get US-only annual financials with no downloads. Paid tiers expand to global coverage with quarterly/TTM data, Excel export, API access, and unlimited downloads. Enterprise plans unlock multi-user access, commercial API rights, and higher bandwidth. Earnings call transcripts are limited to US companies across all plans.
Platforms
WebAPI
Pricing
FreeSubscription
Quick highlights
- Company pages combine business summaries with 30+ years of financial statements and earnings call transcripts.
- Tiered access: Free plan gives US annuals only; Individual unlocks global coverage, quarterly and TTM data, plus Excel export; Professional adds unlimited exports, a personal-use API connection, and the Excel plugin; Enterprise allows multi-user access, unlimited API bandwidth, and commercial usage rights.
- Earnings call transcripts are provided for US companies, available via the site and through API endpoints.
- Powerful stock screener with filters for exchange, industry, revenue, market cap, operating margin, and more. Saved searches and export features included.
- API v2 is REST-based with API key authentication. Returns JSON by default, with CSV available as an option. API and Excel plugin require a Professional or higher plan.
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Where they differ
Alpha Spread
Distinct strengths include:
Stock ComparisonStock IdeasValuation ModelsAnalyst Price TargetsAnalyst ForecastsWatchlistPortfolioAlerts
- Automatic intrinsic value from two methods (DCF + relative valuation) with bear/base/bull range; “valuation history” views.
- Manual DCF with sensitivity analysis; separate discount‑rate (CAPM/WACC) calculator.
- Stock screener with valuation, Wall St targets/estimates, profitability, solvency, dividend safety/shareholder yield; prebuilt screens (e.g., Magic Formula) and email screener alerts.
- Watchlists plus targeted alerts: price/valuation thresholds, analyst price‑target changes, and insider activity.
Roic AI
Distinct strengths include:
- Company pages combine business summaries with 30+ years of financial statements and earnings call transcripts.
- Tiered access: Free plan gives US annuals only; Individual unlocks global coverage, quarterly and TTM data, plus Excel export; Professional adds unlimited exports, a personal-use API connection, and the Excel plugin; Enterprise allows multi-user access, unlimited API bandwidth, and commercial usage rights.
- Earnings call transcripts are provided for US companies, available via the site and through API endpoints.
- Powerful stock screener with filters for exchange, industry, revenue, market cap, operating margin, and more. Saved searches and export features included.
Feature-by-feature breakdown
| Attribute | Alpha Spread | Roic AI |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Financials, Transcripts, News Unique: Stock Comparison, Stock Ideas, Valuation Models, Analyst Price Targets, Analyst Forecasts, Watchlist, Portfolio, Alerts, APIs & SDKs | Shared: Screeners, Financials, Transcripts, News Unique: Data APIs, Sheets / Excel Add-ins, Splits, Stock Handbook |
Asset types Supported asset classes and universes | Stocks | Stocks, ETFs, Closed-End Funds |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, API | Web, API |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Highlighted |
Frequently Asked Questions
Which workflows do Alpha Spread and Roic AI both support?
Both platforms cover Screeners, Financials, Transcripts, and News workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Alpha Spread and Roic AI require subscriptions?
Both Alpha Spread and Roic AI keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Alpha Spread and Roic AI?
Both Alpha Spread and Roic AI prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.
What unique strengths set the two platforms apart?
Alpha Spread differentiates itself with Automatic intrinsic value from two methods (DCF + relative valuation) with bear/base/bull range; “valuation history” views., Manual DCF with sensitivity analysis; separate discount‑rate (CAPM/WACC) calculator., and Stock screener with valuation, Wall St targets/estimates, profitability, solvency, dividend safety/shareholder yield; prebuilt screens (e.g., Magic Formula) and email screener alerts., whereas Roic AI stands out for Company pages combine business summaries with 30+ years of financial statements and earnings call transcripts., Tiered access: Free plan gives US annuals only; Individual unlocks global coverage, quarterly and TTM data, plus Excel export; Professional adds unlimited exports, a personal-use API connection, and the Excel plugin; Enterprise allows multi-user access, unlimited API bandwidth, and commercial usage rights., and Earnings call transcripts are provided for US companies, available via the site and through API endpoints..
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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.