CapEdge vs Roic AI comparison

CapEdge focuses on Screeners, Stock Comparison, and Data Visualizations while Roic AI specializes in Financials, Transcripts, and News. They overlap in 4 categories, so choose based on your preferred workflow and pricing.

Good news—both CapEdge and Roic AI offer free plans. You can try each platform without commitment and only pay when you need premium features.

Roic AI is more beginner-friendly with an approachable interface. Both can work for intermediate users.

CapEdge has a mobile app so you can check your research on the go. Roic AI is web-only, so you'll need a browser to access it from mobile devices.

Roic AI provides API access for programmatic data retrieval and custom integrations. CapEdge doesn't currently offer an API, so you'll need to use their web interface.

Choose CapEdge if you need Web-based research platform focused on US equity capital markets that lets users instantly search SEC EDGAR filings and earnings transcripts, monitor IPOs, and track investor holdings across time; navigation exposes Earnings, IPOs, Transcripts, Investor Holdings and an EDGAR Filing Screener from the homepage., and Advanced EDGAR filing search supports natural-language and keyword queries, filters by ticker, company name, filing type, and date, plus Filing Analysis views that show which companies mention a theme and how its popularity changes over time. Power users can use AND/OR/NOT boolean operators, with search history saved for later reuse.. Go with Roic AI if Company pages combine business summaries with 30+ years of financial statements and earnings call transcripts., and 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. better fits how you invest.

Both cover Stocks, and ETFs. CapEdge also includes Bonds, and Funds. Roic AI adds coverage for Closed-End Funds.

Yes, both platforms provide real-time market data. This makes either suitable for active trading strategies where timing matters.

Both platforms let you export data to spreadsheets (CSV, and Excel). This is useful for custom analysis or record-keeping.

Both CapEdge and Roic AI include stock screeners. Try each to see which filtering options and interface you prefer.