VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Source checks: edmundSEC checked August 4, 2026 · Roic AI checked August 23, 2026
Tool Comparison
edmundSEC vs Roic AI
Pick edmundSEC instead if
edmundSEC
Subscription · Web
- You want improved filings.
Start here
Roic AI
Free • From $29/mo · Web · API
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
edmundSEC and Roic AI cover a lot of the same ground (3 shared categories, transcripts, AI chat, and AI research), so for the basics you won't go far wrong with either. Roic AI simply does more: 10 categories to edmundSEC's 4, including financials, news, and screeners. edmundSEC counters by keeping things simpler.
What readers say
edmundSEC
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Roic AI
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Key differences at a glance
- Free plan
- Roic AI
- Broader coverage
- Roic AI10 vs 4 categories
- API access
- Roic AI
- Real-time data
- Roic AI
- Asset coverage
- Roic AIAdds ETFs and closed-end funds
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Subscription | Free • From $29/mo |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | — | 20 limits: Free: api requests per minute: 5, Free: historical data: 2 years +18 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | Yes |
Broker sync | — | No |
Integrations | — | Microsoft Excel, Google Sheets +6 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Analysts | — |
Categories covered | 4 | 10 |
Regions | — | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | — | Latency: Real-time, 15-min Delayed, and End of Day and Granularity: Second, Minute, and EOD |
Capabilities | AI summaries: Transcripts | Universe builder |
| Try it | Visit edmundSEC | Visit Roic AI |
Where each one shines
What edmundSEC and Roic AI each do best.ShowHide
Where each one shines
What edmundSEC and Roic AI each do best.What edmundSEC does best
- Search across company filings and earnings transcripts with an AI-assisted research interface.
- Work with SEC filings such as 10-Ks, 10-Qs, and 8-Ks alongside earnings transcript coverage.
- TRANSCRIPT-IQ to turn earnings transcripts into cited summaries for faster call review.
- Key Topic Discovery to find cited qualitative themes across companies and documents.
- Support for asking questions of a single filing or transcript when you need document-specific answers before reading the full source.
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.
Every detail we compared
Every tracked attribute for edmundSEC and Roic AI, side by side.ShowHide
Every detail we compared
Every tracked attribute for edmundSEC and Roic AI, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Analysts | Not specified |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Not specified | Identifiers: Ticker, ISIN, and CUSIP |
| Data | ||
Data freshness | Not specified | Real-time15-min DelayedEnd of Day |
Data granularity | Not specified | SecondMinuteEOD |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKey |
Integrations | Not specified | Microsoft ExcelGoogle SheetsClaudeChatGPTCursorVS Code CopilotCodexMCP Server |
Export formats | Not specified | ExcelJSON |
| Plans & trust | ||
Capability signals | AI summaries: Transcripts | Universe builder |
Vendor & support | edmundSEC | Roic AI, Inc.Support: Email |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | — | Freeapi requests per minute: 5 · historical data: 2 years · +3 more |
| Entry paid plan | — | $29/mo“Individual”api requests per minute: 300 · historical data: 5 years · +3 more |
| Top plan | — | $89/mo“Professional”api requests: Unlimited · historical data: All available years · +4 more |
| Custom / enterprise | — | Contact sales“Enterprise”api requests: Unlimited · commercial use api: Yes · +2 more |
Questions we keep getting
What's the difference between edmundSEC and Roic AI?
edmundSEC leans toward improved filings, transcripts, and AI chat, 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.
Is edmundSEC or Roic AI free to use?
Roic AI has a free tier, so you can get started without paying anything. edmundSEC is paid-only. If budget matters, start with Roic AI and see how far it takes you before opening your wallet.
Does edmundSEC or Roic AI have an API?
Roic AI has an API for programmatic access and custom integrations. edmundSEC doesn't, so you're working through its interface.
Should I choose edmundSEC or Roic AI?
It depends on what you're after. Pick edmundSEC if improved filings matter to you; go with Roic AI if you'd rather have financials and news. And if you only need the basics both share, let price decide.
What asset classes do edmundSEC and Roic AI cover?
Both cover stocks. Roic AI adds ETFs and closed-end funds on top.
Does edmundSEC or Roic AI have real-time data?
Roic AI offers real-time data, which matters if you trade actively. edmundSEC 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.
Can I export data from edmundSEC and Roic AI?
Roic AI exports to Excel. edmundSEC is stingier about getting data out.
Which has a better stock screener: edmundSEC or Roic AI?
Roic AI has a stock screener for surfacing ideas; edmundSEC doesn't, and focuses its energy elsewhere.
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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.