Tool Comparison
Calcbench vs Roic AI
- Paid from
- $500/mo
- Free plan
- Yes
- Platforms
- Web, Desktop, API
Best if
- Delayed quotes won't cut it; you need real-time data
- You want improved filings, diff view, and stock comparison.
- Paid from
- $29/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want the cheaper way in: plans start at $29/mo instead of $500/mo
- You want transcripts, news, and screeners.
- You're newer to investing and want something approachable
Pick Calcbench if
Calcbench
Free • From $6000/yr · Web · Desktop · API
- Delayed quotes won't cut it; you need real-time data
- You want improved filings, diff view, and stock comparison.
Pick Roic AI if
Roic AI
Free • From $29/mo · Web · API
- You want the cheaper way in: plans start at $29/mo instead of $500/mo
- You want transcripts, news, and screeners.
- You're newer to investing and want something approachable
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Calcbench and Roic AI cover a lot of the same ground (3 shared categories, financials, APIs & data feeds, and sheets / excel add-ins), so for the basics you won't go far wrong with either. Calcbench includes improved filings and diff view, and Roic AI includes transcripts and news.
What readers say
Calcbench
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Key differences at a glance
- Cheaper paid plan
- Roic AI$29/mo vs $500/mo
- Free trial
- Calcbench14 days
- Desktop app
- Calcbench
- Real-time data
- Calcbench
- Global coverage
- Roic AI
- Asset coverage
- Roic AIAdds ETFs and closed-end funds
What Calcbench does best
- Research as-reported statements, 10-Ks, 10-Qs, earnings releases, proxies, 8-Ks, and SEC comment letters.
- Disclosure and footnote tools to search MD&A, risk factors, accounting notes, and other filing sections across peers or periods.
- Use standardized GAAP metrics while tracing values back to source documents.
- Review point-in-time data, timestamps, revision chains, and redline additions or deletions to understand what changed and when.
- Pull financial statements, accounting metrics, and raw XBRL tags into Excel.
What Roic AI does best
- 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.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $6000/yr | Free • From $29/mo |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | — | 22 limits: Free: api requests per minute: 5, Free: historical data: 2 years +20 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | — | No |
Integrations | Microsoft Excel (Calcbench Excel Add-in) | Microsoft Excel, Google Sheets +6 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors, Analysts +2 more | — |
Categories covered | 8 | 10 |
Regions | North America | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: Real-time and Timezone: US/Eastern | Granularity: EOD |
Capabilities | — | Universe builder |
| Try it | Visit Calcbench | Visit Roic AI |
Standout features
The best features of Calcbench and Roic AI.ShowHide
Standout features
What Calcbench does best
- Research as-reported statements, 10-Ks, 10-Qs, earnings releases, proxies, 8-Ks, and SEC comment letters.
- Disclosure and footnote tools to search MD&A, risk factors, accounting notes, and other filing sections across peers or periods.
- Use standardized GAAP metrics while tracing values back to source documents.
- Review point-in-time data, timestamps, revision chains, and redline additions or deletions to understand what changed and when.
- Pull financial statements, accounting metrics, and raw XBRL tags into Excel.
What Roic AI does best
- 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.
All details
Every attribute we track for Calcbench and Roic AI.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | StocksETFsClosed-End Funds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsAnalystsQuants/DevelopersStudents/Researchers | Not specified |
Regions | North America | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker and CIK | Identifiers: Ticker, ISIN, and CUSIP |
| Data | ||
Data freshness | Real-time | Not specified |
Data granularity | Not specified | EOD |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeySDKs: PythonDocs | Auth: APIKey |
Integrations | Microsoft Excel (Calcbench Excel Add-in) | Microsoft ExcelGoogle SheetsClaudeChatGPTCursorVS Code CopilotCodexMCP Server |
Export formats | Excel | ExcelJSON |
| Plans & trust | ||
Capability signals | Not specified | Universe builder |
Vendor & support | CalcbenchCountry: United StatesFounded 2011 | Roic AI, Inc.Support: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Basic” | Freeapi requests per minute: 5 · historical data: 2 years · +4 more |
| Entry paid plan | $6000/yr≈ $500/mo“Premium (Annual)” | $29/mo“Individual”api requests per minute: 300 · historical data: 5 years · +4 more |
| Top plan | $12000/yr≈ $1000/mo“Professional (Annual)” | $89/mo“Professional”api requests: Unlimited · historical data: All available years · +4 more |
| Custom / enterprise | Contact sales“Academic Access” | Contact sales“Enterprise”api requests: Unlimited · commercial use api: Yes · +2 more |
| Free trial | 14 days | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Calcbench and Roic AI?
Calcbench leans toward financials, improved filings, and diff view, while Roic AI puts more weight on financials, transcripts, and news. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do Calcbench and Roic AI cost?
Good news: both Calcbench and Roic AI have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Calcbench or Roic AI?
Roic AI is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Do Calcbench and Roic AI have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Calcbench or Roic AI?
It depends on what you're after. Pick Calcbench if improved filings and diff view matter to you; go with Roic AI if you'd rather have transcripts and news. And if you only need the basics both share, let price decide.
What asset classes do Calcbench and Roic AI cover?
Both cover stocks. Roic AI adds ETFs and closed-end funds on top.
Does Calcbench or Roic AI have real-time data?
Calcbench offers real-time data, which matters if you trade actively. Roic AI runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Which covers international markets: Calcbench or Roic AI?
Roic AI has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. Calcbench is more region-specific, mainly North America.
Can I export data from Calcbench and Roic AI?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Which has a better stock screener: Calcbench or Roic AI?
Roic AI has a stock screener for surfacing ideas; Calcbench doesn't, and focuses its energy elsewhere.
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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.