VOL. XCIV, NO. 247

★ BEST INVESTING TOOLS COMPARISON ★

NO ADVICE

Monday, January 5, 2026

Tool Comparison

Calcbench vs Roic AI comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Calcbench logo

Calcbench

calcbench.com

PricingFree, Subscription
PlatformsWeb, Desktop, API
Roic AI logo

Roic AI

roic.ai

PricingFree, Subscription
PlatformsWeb, API
Editor's pickHands-on review

Comparison highlights

  • Tool score: the chart below shows community vote sentiment over the last 8 weeks. Use it as a signal, not a verdict.
  • Overlap: both cover Financials, Data APIs, and Sheets / Excel Add-ins.
  • Coverage tilt: Calcbench has 8 categories you won't get in Roic AI; Roic AI has 5 unique categories.
  • Platforms: Calcbench runs on Web, Desktop, API; Roic AI runs on Web, API.

Category leaders

  • Screeners: Roic AI is tagged for this workflow; Calcbench has no category votes yet.
  • News: Roic AI is tagged for this workflow; Calcbench has no category votes yet.

Vote sentiment comparison

Cumulative positive vote share. Loading fresh totals...

CalcbenchRoic AI

Side-by-side metrics

AttributeCalcbenchRoic AI
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, Desktop, API

Web, API

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Tested

Verified by hands-on testing inside Find My Moat

Not yet

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Highlighted

Coverage overlap

Shared categories

Categories where both tools offer overlapping coverage.

Roic AI strengths

Categories covered by Roic AI but not Calcbench.

Frequently Asked Questions

Which workflows do Calcbench and Roic AI both support?

Both platforms cover Financials, Data APIs, and Sheets / Excel Add-ins workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Calcbench and Roic AI require subscriptions?

Both Calcbench and Roic AI keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Calcbench and Roic AI?

Both Calcbench 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?

Calcbench differentiates itself with As‑reported financials with drill‑through ‘Trace to source’ into the filing; multi‑company time‑series and standardized metrics., Interactive disclosures/footnotes search across 10‑K/10‑Q (and other docs); segment & geographic breakouts., and Earnings press‑release data within minutes of wire: GAAP, non‑GAAP, guidance, KPIs; model‑ready via Excel or API., 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..

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.