★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
edmundSEC vs Roic AI
Pick edmundSEC instead if
edmundSEC
Best for improved filings
Subscription · Web
- You care about improved filings, something Roic AI doesn't offer
Start here
Roic AI
Best for financials and news
Free • From $29/mo · Web · API · 75% positive (4 votes)
- Delayed quotes won't cut it; you need real-time data
- You'd rather start free and only pay if you outgrow it
- 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.
The verdict
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.
Key differences at a glance
- Real-time data
- Roic AI
- Free plan
- Roic AI
- Broader coverage
- Roic AI10 vs 4 categories
- API access
- Roic AI
- Asset coverage
- Roic AIAdds ETFs and closed-end funds
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Subscription | Free • From $29/mo |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | — | 17 limits: Free: api requests per minute: 5, Free: historical data: 2 years +15 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | Yes |
Broker sync | — | No |
Integrations | — | Google Sheets, ChatGPT +1 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 and End of Day and Granularity: EOD |
Capabilities | AI summaries: Transcripts | Universe builder |
| Try it | Visit edmundSEC | Visit Roic AI |
Standout features
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.
- Use TRANSCRIPT-IQ to turn earnings transcripts into cited summaries for faster call review.
- Use Key Topic Discovery to find cited qualitative themes across companies and documents.
- Ask questions of a single filing or transcript when you need document-specific answers before reading the full source.
What Roic AI does best
- Research public companies through web pages that combine business summaries, financial statements, earnings call transcripts, news, identifiers, and stock split history.
- Use the stock screener to filter companies by exchange, industry, revenue, market cap, operating margin, geography, and related criteria.
- Access a REST API with API-key authentication and JSON responses by default, with CSV available where supported.
- Use financial statement, transcript, news, stock split, company-logo, ticker-search, and spreadsheet batch endpoints from the API surface.
- Export data to JSON, CSV, Excel, or TSV depending on endpoint and workflow.
Data & access details
| 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-timeEnd of Day |
Data granularity | Not specified | EOD |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKey |
Integrations | Not specified | Google SheetsChatGPTMCP Server |
Export formats | Not specified | CSVExcelJSON |
| 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.
Pricing breakdown
—
Starting price
Plans & pricing
Pricing not published
$29/mo
Starting price
Plans & pricing
- api requests per minute: 5
- historical data: 2 years
- +2 more
- api requests per minute: 300
- historical data: 5 years
- +2 more
- api requests: Unlimited
- historical data: All available years
- +3 more
- api requests: Unlimited
- commercial use api: Yes
- +2 more
Coverage overlap
Shared categories
3Where the two tools cover the same ground.
edmundSEC strengths
1What you only get with edmundSEC.
Roic AI strengths
7What you only get with Roic AI.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
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 CSV and 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.